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:
- Open the screen for the data you want to import.
- Click Options > Import.
The Import dialog box appears. Select the appropriate category of data to import from the dropdown.
- Select Import to open the Import specifications screen.
- 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.
- 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.)
- Click Import to import the data.
A message appears, displaying the number of updates and insertions, and the number of items processed.