System Manager > Data Import > Import Procedure

Be sure that you perform the Data Import process to the correct company. Once the data import is completed successfully, the process cannot be reversed. To delete erroneously imported data, you must access the appropriate Maintenance functions in the system to delete each record individually.

To properly import data into AccountMate Enterprise, perform the following:

1.Access the Import function from the Utilities group in the System Administration menu of the System Manager module.

2.Select the function into which you want to import Data.

3.In the Import function screen, click the Browse button to select the import source file.

4.Click the Start button in the function toolbar to begin the import process.

•If the import process is successful, a message is displayed on the screen informing you that the import is done. The AccountMate Enterprise company database does not get updated until you see this message displayed on the screen.

•If in case you encounter problems during the import process, a grid will display showing the excel file details and the error message(s) informing you of the reason(s) that caused the import to fail. If this happens, close the import function screen and make the necessary edits in your import source file. When you are ready, access the Data Import function and perform the process again.

Import Procedure

Import Procedure

See Also