Importing Data to General Ledger

Use the Import command to transfer data, such as account master information and transaction batches, from non-Sage 300 programs to Sage 300 General Ledger. Transferring this information to Sage 300 is called importing.

Example: One common use of the Export/Import functions is to export account balances (or net amounts) to a spreadsheet for analysis and manipulation. Then, import this information as next year's budget information.

Tip: If you often import the same data, you can create a script to speed up the process. The fields selected when you create the script appear in the Import dialog box.

To import account information or transactions, follow these general steps:

1. Open the screen for the data you want to import.
2. Click Options > Import.

   The Import dialog box appears. Select the appropriate category of data to import from the dropdown.

3. Select Import to open the Import specifications screen.
4. Select an action from the drop-down list:
   • To import new records, select Insert.
   • To overwrite existing records, select Update.
   • To import new records and update existing records, select Insert/Update.
5. Click the Browse button and specify the desired files to import.

   In the Import dialog box, the columns become available and editable. (For example, you can right-click on cells in the Contents column to change values.)

6. Click Import to import the data.

   A message appears, displaying the number of updates and insertions, and the number of items processed.

Last published: 4/8/2016