Import Data overview summary

If you are using an EXCEL Spreadsheet you can save the data in CSV format which the AccountPro Import module will read and import into the AccountPro data files.

If you are able to export to an ASCII or CSV format from 3rd party software, the AccountPro Import module will read the data in the ASCII or CSV file and update the selected master file in an AccountPro module, e.g., a product, customer, or vendor master file.

Import Data

  • In addition to being able to import data into AccountPro master files, transactions from ascii or csv files may also be inmported into the Sales Commission and Accounts Receivable modules.

Imports

  • Depending on the AccountPro module you are importing data for, the import module can import selected fields for:
    • Product Lists
    • Customer Lists
    • Vendor Lists
    • Employee Lists
    • Equipment Lists
    • Product Lists
    • Member Lists
    • Sales Commission Salespersons or Employees
    • Sales Commission Transactions
    • Accounts Receivable Transactions

View Master Lists

  • In addition to Data Import, depending on other AccountPro Platinum modules installed, you may view the following lists from within the Import Data module (data may be sorted by any of the displayed columns, ascending or descending):
    • Customer Master List
    • Product Master List
    • Product Class Master List
    • Vendor Master List
    • Employee Master List
    • Equipment Master List
    • Sales Commission Salespersons or Employees List

Pricing, additional details and ordering