Import and Export

Optional Features

Using Import and Export

When you import or export, you can choose to use column names or the field names as displayed on the screen. If you choose to use the field names and you have specified messages that override the default field names, use the name specified in your override.

Deleting Column Values

To delete a column value, enter an equal sign (=) into the column. If the import file is an Excel spreadsheet, the format of the cell must be Text. After import, the value of that column is null. To make deletions, your role must include the function IMPORTEXPORTANY.

About the Interface Transactions Screen

The Interface Transactions screen is used to monitor import using T‐tables.

Import and Export Procedure

The following procedures apply to both the Import and Export Wizard and the Setup Wizard.

Export To File

Using the wizard, export the appropriate file. If you are using the export to create a template for future import, be sure to export with headings.

Import From File

  1. Create the appropriate file for import.
  2. Using the wizard, import your file to the appropriate table.

Import From T-Table

  1. Add the information to the appropriate T‐tables. 
  2. Using the wizard, import to the appropriate table.