Add an Import

Depending on user permissions, you can access Import under General ledger, Receivables, Payables, Treasury, and Fixed Assets.

1. From the Import list page, select Add.

2. On the Basics tab, select the type of import. The import type determines the field categories available.

   The types you can choose from depend on how you accessed Import. For example, if you navigate to Import from Payables, you can select Credit memo. To include account codes in an import, navigate to Import from General ledger and select Account code.

3. Enter a unique name and a description.

4. Determine if others can run or modify this import.

5. Select Next.

6. On the Parameters tab, select whether you want to Import new records or Update existing records.

7. To validate the import file before adding records, select Validate data only. When you later select Validate now, the import file is validated but no changes are made to your data. After you validate the import file and you are ready to run the import, clear Validate data only.

8. Select Create new table entries to import table entries not currently present.

   Warning: We recommend that you do not add table entries when importing. It may result in duplicate entries, some with misspellings and incorrect formatting, such as Dr., Dr, DR.

9. When updating records, you can select to Import records not found as new records. This option is not available when Import is selected.

10. When importing records, you can select Use duplicate criteria for new records. This option is not available when Update is selected.

11. In the Import table entries with field, select Long description or Short description as the default format to use when importing fields containing table entries. The selected format is used by default only when you do not specify a format in the import file.

12. Attach the import file.

13. In the Match records in the import file with existing records by field, select the record ID contained in the import file. This field is used for linking imported records with records already saved in the database.

14. Select the Fields tab. Mapping fields is the process of matching fields contained in an import file to their Financial Edge NXT equivalents. It is very important to map fields correctly to prevent creating exceptions and to ensure information imports into the correct fields on records.

    Tip: You do not have to map all fields in your import file. If a field is not required, you can run an import without mapping the field.

15. Select Save.