Importing data

You can take data entered in other software and incorporate it into your company file. You can also incorporate information from one company file into another company file. This process is called importing data.

Some of the types of information you can import are: Tax Code List, Accounts, Items, General Journal Entries, Receive Payments and Receive Money Entries, Spend Money Entries, Sales, Cards, Jobs, Brands, and Tags.

The data can be imported from a tab-delimited or comma-separated text file.

To import data

Before you start the import process below, you need to export the data from the software used to create the data and save it in a tab-delimited or comma-separated file format.

note : Back up your data

Before you import data you should make a backup of your company file. See Backing up and restoring company files.

1	Go to the File menu, choose Import Data and then choose the type of data you want to import. The Import File window appears.

2	Select the import file format, the type of the first record, and, if required, the method of handling duplicate records. For more information, see Importing data.

3	Click Continue. The Open window appears.

4	Locate and select the file you want to import and click Open. The Import Data window appears.

5	Match the import fields with the AccountEdge Fields column. To do this:

Automatically

▪	Click Automatch. The import field names that match the AccountEdge fields automatically appear in the Matching Import Field column. If there are any fields that remain unmatched, you can match them manually. To reset the window, click Unmatch All.

Manually

a	Click the name of a field in the Import Fields column.

b	Click the matching field in the AccountEdge Fields column.

The import field you selected appears in the Matching Import Field column.

note : Some fields must be imported

Fields that have an asterisk (*) next to them must have matching import fields assigned to them.

c	If you want to remove a matching field, click the field name in the Matching Import Field column.

d	If all the fields in the import file match those in the AccountEdge Fields column, click Match All to match all fields simultaneously.

Click Import to import the data. If you get a warning or an error message indicating that the import was not successful, refer to the import log file in your software installation folder for a list of errors or warnings. This is a text file—readable by most word processors—that lists the problems encountered during the import. This file is called AccountEdge Import Log.