Instructions for CSV import

First of all, ensure that the CSV file is in the format...Acct, Acct Title, Bal Dr, Bal Cr.

It is necessary to edit the file csv.TBL which can be found in hc\imports\csv.

NB. EDIT THIS FILE TO MATCH THE ACCOUNT CODES THAT YOU ARE IMPORTING.

Now follow these instructions to complete the import:

• Select "Tools", "Import" and then "Data Import".
• On the initial screen click "Next".
• Select "Manual Selection of Import Definition File", click "Next"
• Select the client you want to import to, click "Next"
• Enter a short description for the import eg. 'csv import', click "Next"
• Select "CSV Definition File Table", click "Next"
• Browse to the csv file to import.
• Leave default import period as "1"
• Browse to import definition file "HC > IMPORTS > CSV > CSV.IMP"
• Click "Next", "Next" and "Finish" to complete the import.

Posted in: csv