Create Sample Import File

You can use a sample import file as a template for formatting a new import file in another application, such as Excel.

Note: Headers are used in import files to define the names of the fields used in the file so the program can match the data contained in the file with the appropriate fields on records. Headers are the first line of the import file or you can create a header record as a separate import file.

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.

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 Create.

   • Include selected fields in the file. This option includes only the fields you select manually on the Fields tab. Select if you plan to use the header file to update existing records, not if you plan to import new records.

   • Include required fields in the file. This option includes only fields required to save the type of record being imported. Select if you plan to use the header file to import new records.

   • Include all fields in the file. This option includes every field once. If you need to use one field multiple times, you must add those fields manually and add extensions.

7. The Export table entries with field is not editable.

8. In the Match records in the import file with existing records by field, select the type of ID to use to identify the records.

9. In the Field separator and Text qualifier fields, select the field separators and text qualifiers to use in the header file.

10. 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.

11. Select Save. You return to the list of imports.