Import Tables

The Import Tables function, when used in combination with the Export Tables option, is one of the most powerful ways to:

• load or convert tables from an existing system and load the beginning accounts payable, accounts receivable, and inventory detail during the Net•Yield initialization phase
• edit table information to change multiple fields in tables
• use tables for other purposes with other third party software.

The system uses Microsoft Excel spreadsheets created in Export Tables as an exchange medium when importing and exporting tables. The key to successful importing is to use a properly formatted spreadsheet. The format that is exported by the system must be used when importing data. If columns within the Excel sheet are changed around, for instance, the system won't import the data correctly. Therefore, enter the data using the Export Tables spreadsheets which will provide either blank spreadsheets, which can then be used to load data into the system through the Import Tables function, or spreadsheets with the current table setting, which can be edited and imported back into the system.

In this manner data can be exported and re-imported over and over until it is correct, and the "flat file" data can be worked on in a simple to use program like Excel.

Best Practice: Start with the Export Tables function in order to create the proper spreadsheet formats for importing into the system. See Export Tables for more information.

Each of the tables in the system that can be imported have an "Importing" section. This section will explain which fields are required, and the field structures. See the See Also link below for a list of tables that can be imported.

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