Importing Data from a File

Access one of these forms:

• Sales Invoice Number - Multiple Add/Update Invoice

• Purchases Invoice Number - Multiple Add/Update Invoice

• (Release 9.2 Update) A/R Receipts Invoice Number - Multiple Add/Update Invoice

• (Release 9.2 Update) A/P Payments Invoice Number - Multiple Add/Update Invoice

• GL Invoice Number - Multiple Add/Update Invoice

1. Select Import Grid Data from the Tools menu.

2. In the Define Import File area of the Import Assistant form, use one of the following options:

   • Select Import From Comma Separated Values (CSV) file, and enter the path to the spreadsheet in the Excel file: field.

   • Import From Clipboard.

3. In the Define Cell Range area, complete the starting and ending cell fields, or select the option Import All.

4. In the Define Import Location in Grid area, select Insert to import data at the beginning of the table, or select Paste to replace the data that exists in the cells that you specified in the Define Import File area.

5. Click Apply.

   The system displays the values that you imported in a grid on the Import Assistant form.

6. Click Continue.

   The system displays the data that you imported on the revision form of the program, and displays error messages for fields for which validations failed.

7. Correct errors, if any.

8. Click OK on the revision form to save the data to the table.