To perform the import

Before performing the import, it is very important that you make a current backup of your iMIS database. If your import is in error, you can restore your database from the backup copy; otherwise, you must manually delete each transaction in the imported batch.

Caution! Back up your database.

1. From AR/Cash, select Enter and edit transactions> Import transactions to open the Select import file window.
2. Select the tab- or comma-delimited file that you prepared and click Open.

   Note: If you receive an error saying the Cash Account Code does not exist, click OK and check that the name of the Cash Account code in your import file matches the one in your iMIS-system Cash Account Table on the Set up cash accounts window (from AR/Cash, select Set up tables > Cash accounts).

3. When the import is complete, from AR/Cash, select Manage batches to open the Manage batches window.
4. To review the results of the import, select the open import batch on the Manage batches window, and click Print Selected.
5. (Optional) To finalize the imported transactions, select the open import batch on the Manage batches window, and click Post Selected.

See Also Using iMIS AR Importer To enable the iMIS AR Importer module To format data for import Example Import File To review history before importing transactions To verify the import To view open credits from an import