Importing Information into Project and Job Costing

You can import data into Project and Job Costing from other Sage 300 applications, and from non-Sage 300 programs. One common use for this is to import setup records or transaction batches.

Create a file that contains the data you want to import.

Tip: To see exactly how to format records for importing, we suggest that you first export records from the sample data that comes with Project and Job Costing, specifying the format in which you plan to import.

To import information or transactions:

  1. Open the screen that displays the type of information you want to import.
  2. Click File > Import.
  3. If the File Import/Export Selection screen appears, select the type of information to import, and then click OK.
  4. On the Import screen that appears:
    1. In the Type field, specify the format of the data you are importing.
    2. Specify whether to insert new records, update existing records, or insert and update records.
    3. In the File field, specify the name and location of the import file, and then press Tab.
    4. If you previously created an import template that matches the information you want to import, click Load Script, and then select the template file.

      Otherwise, select the type of information to import.

      Tip: You can click File > Display Import Fields to view a list of fields you can import.

    5. Select any other options that appear.
  5. Optionally, click Save Script to save your choices as a template for the next time you import these records.
  6. Click OK to begin importing.