Customer Payment Statistics Import

Menu Path: System Administration $Images\bluerarw.gif$ Imports $Images\bluerarw.gif$ Financial $Images\bluerarw.gif$ Customer Payment Statistics Import

Purpose

Import customer payment statistics from an external file.

Overview

Use Customer Payment Statistics Import to import payment statistics into the eis-monthly-cust-ar table during initial system conversion.

For import format information, see Customer Payment Statistics Import Format.

Importing Customer Payment Statistics

To import customer payment statistics:

Select whether you want to validate and import valid data from a file, validate and import all data from a file if it is all valid, or only validate data in a file.
Enter or select the customer payment statistics import file.
Select whether you want to view the log file after the import is complete.
Click the Import or Validate 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.

Ribbon Home Tab Buttons

Button	Description
Exit	Click this button to close the Customer Payment Statistics Import window.
Import	Click this button to start the import process. This button is only available if you select the Import Valid Data (Skip Errors) or Import if all Data is Valid radio button.
Validate	Click this button to start the validation process. This button is only available if you select the Validate Only radio button.
Import Override Maintenance	Click this button to display Import Override Maintenance, which allows you to set the default processing and file type options for the import window.

Main Tab Fields and Buttons

Field or Button	Description
Processing Options	Select one of the following processing options: Import Valid Data (Skip Errors) - Verify the data in the selected file, and load any records that are valid into the database. Import if all Data is Valid - Verify the data in the selected file, and if all data is valid, load the data into the database. Validate Only - Verify the data in the selected file (without importing it).
Import File	Enter the path and file name containing the data to be imported, or click the Lookup button to navigate to the file.
View Log after Import	Select this check box to view the import log file after the validation or import is complete.
Import Status	This field displays the current status of the import in progress.