Administration > Import Data


Learn how to import Transactions from an Excel Spreadsheet.


NOTE- Prior to importing transactions, Firm Transaction Types must be established. CLICK HERE for more information.  


Step 1. Navigate to Administration > Import Data.  


Step 2. Select Transactions from the Entity Type drop-down menu.



Step 3. This will open the Available Columns window listing all data fields for Transactions. 



Step 4. Create an Excel Spreadsheet with the required fields. 


NOTES


  • Field names in bold are required for import. 


  • Exact field names must be used in the column headers on your spreadsheet.


  • To Download a Template with the necessary Column Headers for import, Click the Download Template icon.



See Excel Spreadsheet Troubleshooting for more help on how to translate the import fields into Excel column headers. CLICK HERE for more information. 


Step 5. Once your spreadsheet is completed, and all data entered, Click on the Add Import button on the right to open the New Import Data window.


 


Step 6. Copy all the data on your spreadsheet, including the column headers and paste it into the Import From Excel window pictured below. 



Step 7. Click the Save button to begin the import process. 


NOTE- Depending on the amount of data, this process may take several minutes. 



Step 8.  Once the Import is complete, you will be alerted with the screen below. 


Step 9. If all information is imported correctly, there are no further steps. If any errors were reported. CLICK HERE for more information.