Import Data into Sage 300

Use the Import dialog box to specify information about the file you are importing.

If you use a script to import, the fields you selected when you created the script appear in the Import dialog box. (If you often import the same data, you can create a script to speed up the process.)

If you want to view all the fields available to import using the current screen, click File > Display Import Fields. You can print the displayed list.

To import data:

1. Open the screen for the data you want to import (for example, Currency Rates).
2. Click File > Import.
3. If you are prompted to select a particular type of record, select it from the list in the Import field, and then click OK.

   For example, in the Reconcile Statements screen, you can select Transactions or Downloaded Bank Statements from the Import list.

4. In the Import screen that appears next, use the Type field to specify the type of data to import.
5. If you are importing a CSV file, select the Title Record option if you want to import the header record.

   Import checks that the key values for details in CSV flat files match the header keys.

6. In the next field, specify how to update records during import.

   • To import new records, select Insert.
   • To overwrite existing records, select Update.
   • To import new records and update existing records, select Insert/ Update.
7. Click the Browse button beside the next field to specify the name and location of the source file(s).

   If you are importing an Access database or Excel file, you specify a database. For a CSV import, specify a path.

   Once you specify a file to import, the record status changes from Not Ready to Import Ready. In addition to the status, the Import screen displays the following information:

   • Record. This column shows the records that you can import. (For example, in the Currency Rates screen, you can import both currency rate and currency table records.)
   • Table. This column shows the names of the tables you can import from.

   You can right-click the cells in this column to change their values.

   • Field. This column shows the names of the fields in a selected table.
   • Content. Once you specify a file to import, this column shows the field names used in the title record.
   • DataType. This column shows the type of data that the field contains (for example, String, Integer, Boolean, Date/Time, or Float).

   You can right-click the cells in this column to change their values.

   • Edit the tables and contents, as necessary.
8. Click OK to import the file.

注释：If the import fails, the system creates a restart record. You must remove the restart record before you can begin another import. You can remove the record either by correcting the error that caused the restart record (for example, an error in the file you are trying to import), or by deleting the record in Restart Maintenance without first correcting the error. See Restart Maintenance.