Run MIP export

1. From the Management tab, click Standard Exports.

2. Under Accounting Exports, click MIP Export. The Launch MIP Export screen appears.

3. Select the category and query you want to use to run the export.

4. Enter the export criteria based on your MIP setup

   • Session ID - In this field, enter up to 12 characters to identify this export. You can create your own unique ID number for each export or simply use the date.

   • Document Number - In this field, enter up to 15 characters to define this document. The document number is similar to the concept of a batch.

   • Description - In this field, enter up to 60 characters that describes the export.

   • Effective Date - In this field, enter the date.

5. Under Delivery Options, select how you want to receive the export file. You can download it directly to your computer, put it in your eTapestry drop box, or receive it by email.

6. When you download the export, save it locally to your computer so it is ready for to import into MIP.

   The export file is a Text (.txt) file. To open the file and review it's content, use Notepad.

7. Click Submit.

   Note: Before you import transactions into MIP, you also need to set up a MIP Definition File. For information, refer to MIP Definition File