The first set of steps below shows you how to import a fixed-position file with a new mapping definition. (You may also import data in a delimited format.) The first time you import a file format you will need to create a map for it. If you use this format frequently, you will want to save the mapping information. The second set of steps shows you how to import a fixed-position file with a map you have already created and saved.
Note: Any mapped fields will overwrite the existing transaction information.
Choose File Transfer | Import Data | Import.
Select the category/subcategory from the drop-down list.
Type the full path and file name. Or, click Browse, locate the file, and click Open.
To create a new import map, choose (New Map).
To edit an existing map, choose the map from the drop-down list and mark the Modify Map option.
If you are creating a new map, make sure the Type marked is Fixed-Position.
Choose Next.
Enter or edit the descriptive name for the map, for example, Billing Amounts.
Enter the record length.
Add the fields contained in the file by choosing the field name from the drop-down list, entering the Start Position and Field Length, and clicking Add. Repeat this step for each field in a record. If you would like to default the Effective Date, Account Type, Debit/Credit Type, and/or Amount, do not import those fields.
When all the field names and definitions appear in the Fields list, choose Next.
If you would like to default certain fields, enter default information as necessary. The information you enter here will be applied to every imported transaction. (If you import all fields, you will not see the Define Defaults page; go to the next step.) Choose Next.
Check the confirmation totals.
Choose Confirm.
Click Home to return to the home page.
Note: If you are using a shortcut from the Home page, begin with step 3.
Choose File Transfer | Import Data | Import.
Select the category/subcategory from the drop-down list.
Type the full path and file name. Or, click Browse, locate the file, and click Open.
Select the map from the drop-down list.
Choose Next.
Check the confirmation totals.
Choose Confirm.
Click Home to return to the home page.