Add an Import Process

You can create an import process to generate a batch to add or update information from a file created in another application. For example, you may have an event during which you do not have access to the program and instead enter data in another word processing or spreadsheet program such as Microsoft Excel. After you save your spreadsheet as a delimited or fixed-width file in the outside application, you can import the information into the database. You can add an import process from the Import page or from within Batch Entry.

You can create recurring import processes for imports used multiple times with different import files. For example, an import process can pull files with similar names repeatedly from the same location.

You must map the header fields in your import file to the matching batch template fields. You can do this manually or use file mapping templates.

Note: Before you can create import processes, the system administrator must configure at least one import source for import processes. For information about import sources, see Configure Import Sources.