Introducing the Data Import/Export Module

The connectivity of the Data Import/Export module makes it possible to import data from many external applications. When setting up a new system, you can import initial chart of accounts, vendor information, and customer information. The Data Import/Export module can import many types of transactions including journal vouchers, cash disbursements, cash receipts, budget transactions, and accounts payable invoices. With Data Import/Export, you have the flexibility to import data from comma separated variable (*.csv) file format, automatically generate a session ID number, and apply a date mask to identify the format of any date.

Balance or transaction data can also be exported in spreadsheet, database, and word processing formats to many external applications. Data exported from the system can be used for such activities as outcome-based and performance reporting.

During the import process, if one row in your file contains an error, the import will not fail; instead the system will create an error exception file. You will be able to select the name of the exception file and where it will be saved, before the import error log. After correcting the errors, you can re-import this file.

To Add This Module

First the Data Import/Export module must be added to the organization by the Administrator.
Either add the Data Import/Export module to a current organization (Organization>Add a Module Wizard - Module Panel), or select the Data Import/Export module when creating a new organization (File>New Organization Wizard - Modules Panel).
Once the Data Import/Export module has been applied to an organization, the Data Import/Export buttons and menu selections are available. These buttons and menu selections are integrated into the MIP Fund Accounting system.
There are Checklists available for setting up this module and its processes. Please refer to the online help (Help>Contents and Index>Reference) for modular specific menu selections, checklists, and common questions.