The procedure to upload external transactions into a data import batch is as follows:
- Navigate to Quick Menu > System > File Import and Export > File Import and Export. The File Import and Export Batch Details window is displayed.
- Expand an import type subheading from within the nested status structure and select an associated batch reference from the numerical list (or type a matching attribute into the Search File Import and Export Batches field). By default the list is filtered to show Open batches. An alternative filter can be applied using the Select view drop-down field: Created, Imported, Part Posted, Posted, Cancelled or All
1.
- Click on Import Data. The Import Data window is displayed.
- Click on Local Location. Browse to the intended data import file using standard navigation techniques.
- Click on Open. The File Location field displays the selected file name and extension 2.
- Click on Confirm. The external source data is imported into the selected batch; the results can be analysed and reviewed via the Import Data tab prior to final posting 3.
Note
1 The Search File Import and Export Batches field will match against any element of the import type description or batch reference number.
2 Only file types matching the underlying template definition can be processed.
3 System validation rules applied to the import mechanisms ensure the integrity of the underlying data; any errors detected are reported at summary and detail level.
See related topics...
Data import management overview
To view the posting results of a data import batch
To post the transactions held in a data import batch
To create a new data import batch
