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The Custom Report Writer can be used to create the header file for you. To do so, Select the Object you wish to import. Once the object is selected, add the 'Identifying Fields' necessary to import the object. (These will be the required headers needed to correctly import the records. This list can be found below.) Generate the custom report using the Excel-fieldnames format.
From the Utilities menu,
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Each Object to be imported has to be created on a separate .CSV file. The Identifying Fields below have to be entered exactly how they are written. For more Identifying fields, please use the Custom Report Writer to find the field names for the accounts. 'Select Object' to open up the Property names and hover over the name with your mouse pointer: example. ( CashAccount Object - the cash account dimensions are under 'Code'. code.fund would identify the fund code of the cash account. |
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