Import External Data from Flat Files

With this function you can import external data files using an import specification and, if necessary, lookup tables.

You can import several data files at the same time using various import specifications. When you have defined which data files you want to import and with which import specifications these are to be loaded, you can see which files are in the import queue. From this window you can:

  • Import one file at a time.
  • Add more files to the queue and import them all at once.
  • Look at the files in the queue.
  • Delete the files from the queue.
Note: If you import several files containing data for the same accounts, only the last imported values will be saved, since values imported earlier will be overwritten.

Procedure

  1. On the Transfer menu, click External Data/Import from Flat Files. The Import From Flat Files window opens.
  2. From the Import Specification drop down list box, select the import specification to use for importing the import file.
  3. In the Import File text box, enter the path and name of the file to import or click the Show Valid Choices button and select the relevant directory and file.
  4. If you want to import several external files in a row, click the Add to Queue button. Note that if you use an import specification with flat files as a source, you can use a wildcard (*) to select all files starting or ending with a specific character.
  5. Click the Run button to start the import. A message box appears when the import is ready.

Results

Click the View the Current Queue button to view a list of all files in queue for import.