AccountingSuite™ Release Updates, Imo-Inu 2, Data Import Tool - New for Lists!
AccountingSuite™ Release Update, Imo-Inu 2, Data Import Tool - New!
Announcing AccountingSuite™'s rebuilt Data Import Tool for Lists! (Transactions will be coming soon!)
Import multiple data import types for Lists in the same import session, using one or many files - your choice! Example: Import Companies with it's related data types: Chart of Accounts, Payment Terms, Price Levels, Sales People, and Sales Tax Rates using one iif file and one csv file.
New Automatic Default Mapping for iif files. Seamlessly do these imports from QBO or QBD for multiple list types in one import session!
Guided Messaging and Wizards to make all your import sessions fast and easy.
Continue to your Last Saved Import - if you get interrupted you can finish later and not lose your work!
New Mapping Preview spreadsheet with options for Records Handling: Update Only, Create Only, Create and Update. Here you can also manually edit source records and assign defaults.
Manage Staging Duplicates - this feature enables you to assign fields between multiple duplicate records, then merge into one.
Mapped Record Compare & Select - this feature enables you to compare and assign fields between a mapped existing AccountingSuite™ record and it's Staging record.
New Mapping Rules - this feature allows you to create a rule for specific fields that can be applied to: that import only; for that data type and all future imports of that type; as well as to all data types for all future imports.
Activity Log - this feature shows a clear history of all actions for each import session.
Built in special character handling for source files.
Flex Date default format and multiple date configuration options. Never error on date formatting issues!
Informative data relationship and tutorial diagrams, as well as field samples to visualize where the field shows in AccountingSuite™.
Rebuilt User Interface and Step tabs guide you through all your imports!
Related Articles
Data Import Tool - Lists
Highlights Explore the new features of our rebuilt Data Import Tool for Lists. Import multiple data import types for Lists in the same import session, using one or many files - your choice! Example: Import Companies with it's related data types: ...Getting Started - Migrate Data: Migration Assistance/Conversion and Data Import
Migrating your data to CustomBooks™ can be done seamlessly with the help of the Migration Assistance team or by using the built-in Data Import Wizard. Here’s an overview of both methods: Migration Assistance/Conversion CustomBooks™ offers expert ...Admin Tools: Data Import Wizard
Overview If you are trying to import transactions into Cloud Banking, please see this article. The Data Import Wizard is a powerful tool and feature that enables users to efficiently bring external data into their system. With this tool, users can ...AccountingSuite™ Release Updates: Komondor 3: Data Import Tool | February 1, 2024
Our data import tool has undergone some major upgrades! We have updated the Transactions import to utilize the new Data Import Tool Wizard that was previously launched for List items. We have also made improvements for a better user experience when ...AccountingSuite™ Release Updates: Data Import Tool, Cloud Payroll, Cloud Banking, Multi-Currency: Jack Russell 3: 08/24/2023
Data Import Tool improvements to the user interface and experience. In the Mapping Preview, the pagination buttons have been moved to the bottom of the page. You can now upload a new file without restarting the whole tool. Header fonts have been ...