Menu Path: None
To use Chargeback Redistribution Import, click the Import button in the ribbon in Chargeback Entry or Chargeback Redistribute.
Import chargeback records from an external file.
Use Chargeback Redistribution Import to import chargeback records.
For import format information, see Chargeback Redistribution Import Format.
To import chargebacks:
Select whether you want to validate and import a file, or only validate a file.
Enter or select the chargeback import file.
Click the Print Options tab, and select output options for the import report.
Click the Import button in the ribbon to start the import and/or validation process. The Importing dialog box appears. The Import Status field displays the status of the import, including any error messages.
If the import file format is not correct, the import is not completed.
You can import from the following file types:
Excel (.xls, .xlsx, .xlsm, or .xlsb)
Note If you import from an Excel workbook that contains multiple worksheets, data is only imported from the first worksheet in the workbook.
comma-separated list (.csv)
text (.txt)
data (.dat)
Note To import a .csv file, enter your data in Excel, and then save the worksheet as a .csv file. Each field in a .txt or .dat file must be separated by a caret (^) character. There should be no spaces between each field in a .csv, .txt, or .dat file.
Button |
Description |
Exit |
Click this button to close the Chargeback Redistribution Import window. |
Import |
Click this button to start the import process. |
Field or Button |
Description |
Select one of the following processing options:
Note It is highly recommended that you use the Validate Only option before using the Import if all Data is Valid option. This will give you an opportunity to review any validation problems before importing. |
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Enter the path and file name containing the data to be imported, or click the Lookup button to navigate to and select the file. |
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Select this check box to import invoice numbers (reference numbers) that are formatted without zeros or that are formatted with a period or space instead of zeros. For example, if you are trying to import to PW000012345, if you select this check box, the software can import the following:
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This field displays the current status of the import in progress. |
Field or Button |
Description |
Select one of the following output options:
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Output File Type |
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Specify File Name |
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Output Directory |
Enter the location for the output report, or click the Lookup button to navigate to and select a location. This field is only available if the Specify File Name check box is cleared. |
Output File Name |
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Excel Format Name |
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Format Maintenance |
Click this button to display Excel Format Maintenance, which allows you to set up Excel formats. This button is only available if you select the Excel radio button. |
Save As Type |
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Include header |
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Delimiter |
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Enclosing Character |
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Printer |
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