When Importing, the Fields tab allows us to map the Import File columns to the Financial Edge fields. It is recommended to review the Fields tab before importing into the Financial Edge. If a field is incorrectly mapped or if a required field is not included, an exception report will be created when validating indicating the field required to be changed or added. The available fields will vary depending on the import type. The example below is a screenshot from a Vendor Import. Please see below for an explanation of the features on the Fields tab.


 
 

A) Available fields: This menu lists all fields available to import for the selected record type. All required fields appear in bold type; however, some bold fields are only conditionally required. Conditionally required means they are required only when you are importing additional record components. For example, if you are importing vendors, even though Attribute Type and Attribute Description are bold, they are required only when you import vendor attributes.

B) <Show All fields>: This drop down allows you to navigate to a specific section of the Available fields menu.

C) Field to Import: The Field to Import column displays the column headers from your import file. It is recommended to use the same description as the Import field if using the Update Fields option. We tie these headers into the Financial Edge by selecting the appropriate Available field as the Import Field.

D) Import Field: The Import Field column displays the field within the Financial Edge that the data from the import file is being placed in. We can change the field by highlighting the Field to import, selecting the appropriate Available field from the left menu and clicking Select.

E) Extensions: Extensions are used when multiple characteristics exist for the item you are importing (e.g. when importing a vendor with two phone types, an extension is used for each phone type/number). Each characteristic will have its own column.

F) Select: The select button is used to bring the Available field over to the highlighted Field to Import.

G) Update Fields: The Update Fields button allows Financial Edge to Auto-map the Fields to Import. It matches the Fields to Import with the Available field options. It is recommended to review the mapping if selecting this option,

H) Default Sets: To use a pre-defined set, on the Fields tab, enter a name in the Import Records using this default set field, or click the binoculars to select a default set on the Field defaults set screen. If you select to use a default set, you do not have to include fields with default values in the import file. Import adds default values automatically to each record in the import file. The program validates values in default sets using the same criteria as values in an import file. To create a new default set to use in the import, click the binoculars in the Import Records using this default set field. The Field defaults set screen appears. Click New to create a new default set.: This drop down allows you to navigate to a specific section of the Available fields menu.

For more information on Importing, please visit:
Importing into the Financial Edge