The procedure to upload external transactions into a data import batch is as follows:
- Navigate to Quick Menu > System > File Import > File Import. The File Import Batch Details window is displayed.
- Expand an import type subheading from within the nested status structure and select an associated batch reference from the numerical list (or type a matching attribute into the Search File Import Batches field). By default the list is filtered to show Open batches. An alternative filter can be applied using the Select view drop-down field: Created, Imported, Part Posted, Posted, Cancelled or All
1.
- Click on Import Data. The Import Data window is displayed.
- Click on Local Location. Browse to the intended data import file using standard navigation techniques.
- Click on Open. The File Location field displays the selected file name and extension 2.
- Click on Confirm. The external source data is imported into the selected batch; the results can be analysed and reviewed via the Import Data tab prior to final posting 3.
Note
1 The Search File Import Batches field will match against any element of the import type description or batch reference number.
2 Only file types matching the underlying template definition can be processed.
3 System validation rules applied to the import mechanisms ensure the integrity of the underlying data; any errors detected are reported at summary and detail level.
See related topics...
Data import management overview
To view the posting results of a data import batch
To post the transactions held in a data import batch
To create a new data import batch
