Import

Use the Import list to add, validate, process, and delete import files in Financial Edge NXT. Depending on your permissions, open Import under Settings.

Note: Options to create and download sample import files will be available in a future release.

Tips for Successful Imports

• Use comma-separated value (.CSV) or text (.TXT) files.

• Use comma-delimited formatting for .TXT files.

• Include header records in every import file used in web view.

• Upload the file again if you modify it after attaching it to an import.

From an import's menu, select Validate, import the file, or delete the import. If the import option isn't available, ask your admin to verify your permissions.

If an import returns an error or exception, search the Knowledgebase for troubleshooting guidance.