The Credit Import ID is the link to existing records in The Financial Edge. It is required when updating existing credits through Import. Without this field, the program would not know which credit to update.



To find the Credit Import ID:
     
    • In Records, Credits, select the specific credit record type
       
    • Open the credit
       
    • Select File, Properties from the menu bar

      To export it:


       
      1. Create a Credit export
      2. On the Output tab, select the Credit, Import ID




        OR


         
        1. Create a Credit import
           
        2. On the Fields tab, select Credit, Import ID