Import Command in File Menu

Use the Import command to transfer data such as account master information and transaction batches from non-Sage ERP Accpac programs to Sage ERP Accpac General Ledger. Transferring this information to Sage ERP Accpac is called importing.

One common use of the import and export functions is to export account balances (or net amounts) to a spreadsheet for analysis and manipulation, then import this information as next year's budget information.

If you are using a script, the fields selected when you created the script are displayed in the Import dialog box. (If you often import the same data, you can create a script to speed up the process.)

If you want to view all the fields available for import, click the File menu and choose Display Import Fields. You can then print the displayed list.

To import account information or transactions, follow these general steps:

1. Open the dialog box for the data you want to import.

2. Choose Import from the File menu. Select the type of imported data if a drop-down list appears.

Note that, in the Import form, the information columns are dimmed until you select a file or database to import.

Depending on the Type you select, the label of the field beneath the Type field will change as shown in the following table:

Type	Field Label
Excel 2000	File
Excel 2007 Binary Workbook	File
Single CSV File	File
CSV File	Path
Access	Database
Access 2007	Database
Excel 5.0	File
dBase 5.0	Path
ODBC	Connection
XML	File

Import checks that the key values for details in CSV flat files match the header keys.

The Import dialog box has the following columns:

• Record - displays the record (or records) that are available for importing.

• Table - displays filenames.

• Status - displays "Not Ready" until you choose the file you will import, then this changes to "Import Ready."

• Field - displays field names.

• Contents - displays field names from the title record. These are set at "Default Value" until you select the file to import, and can be changed back to "Default" or "Default Value."

• DataType - displays the type of data (for example, String, Integer, Boolean, Date/Time, or Float).

3. Select an option in the Action field drop-down list:

4. To import new records, select Insert.

5. To overwrite existing records, select Update.

6. To import new records and update existing records, select Insert and Update.

4. Click the Browse button to specify an Access database or Excel file; for a CSV import, specify a path or database.

The Import dialog box reappears; the columns are no longer dimmed, therefore they can be edited, for example, you can right-click on cells in the Contents column to change values.

5. Click OK to import the file.

A message appears, displaying the number of updates and insertions, and the number of items processed.