Adding Import Expressions

Data Management provides a set of powerful import expressions that enable it to read and parse virtually any trial balance file into the Data Management database. You enter advanced expressions in the Expression column of the field. Import expressions operate on the value read from the import file.

To add an import format expression:

1. On the Setup tab, under Integration Setup, select Import Format.
2. In Import Format, from the Import Format Mapping grid, select the file-based source column.
3. In Expression, specify the import expression.
4. Optional: You can also specify the expression type and value on the Add Expression field.
   1. Click .
   2. In Add Expression, under Expression Type, select the expression type.

      The number and types of expressions available depend on the field that is being modified (for example, Account or Account Description).

   3. In Expression Value, enter the value to accompany the expression and click OK.
5. In Import Format Mapping, click OK.