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To perform the import

Caution! Back up your database. 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.

  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.

    Note: If a message is displayed indicating that the Cash Account code does not exist, 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.

  3. When complete, open the Manage batches window.
  4. To review the results of the import, select the open import batch on the Open Batches window and click Print Selected.
  5. (Optional) To finalize the transactions, select the open import batch on the Open Batches window and click Post Selected.

See Also

Using iMIS Dues Importer

To enable the iMIS Dues 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 import


ASI logo 10.5 Production Release. Updated 10/5/2005 3:12:12 PM
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