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| == Importing Accounts and Addresses ==
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| WARNING: You should trial out importing in test database first.
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| Before you start importing anything make sure that you use the clearing procedure to clear down any old data first.
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| You can either have accounts and addresses columns in a single file or separate files. Whichever way you go, importing accounts and addresses is a two step process and addresses can only be imported after accounts.
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| The import file must be in tab delimited text format and its name must be a maximum of eight characters with no spaces and a three character extension.
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| The import is done in the NEOSYS maintenance mode using F5 and all NEOSYS listening processes must be shutdown.
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| === ACCOUNT columns ===
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| *ACCOUNT NO - required, alphanumeric plus "/" or "-" characters only.
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| *ACCOUNT NAME - required
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| *LEDGER CODE - required, must exist in Chart of Accounts File
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| *ACCOUNT TERMS - optional positive integer days to to pay 0 for Cash, 30, 60, 90 etc
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| *CURRENCY CODE - optional, must exist in Currency File
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| *TAX CODE - optional, must exist in Taxes File
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| === ADDRESS columns ===
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| *ACCOUNT NO - required, must preexist in a chart of accounts
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| *ACCOUNT NAME - required
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| *ADDRESS - required, should be up in one column containing to four lines in quotes and separated by cr/lf characters<br> OR four columns "ADDRESS 1" ... "ADDRESS 4".
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| *COUNTRY - required, no restrictions
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| *TEL - optional, free format so you can put multiple numbers and comments, appears on statements and forecast of payments.
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| *EMAIL - optional (ditto)
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| *FAX - optional (ditto)
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| *COMPANY REG NO - optional
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| *COMPANY TAX NO - optional
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| In the following example the account and address data columns exist in a single file called ACCOUNTS.TXT.
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| === Importing Accounts ===
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| First verify that accounts can be imported and correct any errors before proceeding.
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| IMPORTX D:\ACCOUNTS.TXT ACCOUNTS
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| Actually import the accounts with the C option (Create).
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| IMPORTX D:\ACCOUNTS.TXT ACCOUNTS (C)
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| Option O can be used to overwrite (destroy!) existing records. Use with extreme caution and at your own risk.
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| Use NEOSYS, Finance, Ledgers, Chart of Accounts to check that the above has created accounts in the expected chart of accounts.
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| === Importing Addresses ===
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| First verify the addresses can be imported and correct any errors before proceeding. Can only be done after importing the accounts.
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| IMPORTX D:\ACCOUNTS.TXT ADDRESSES
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| Actually import the addresses with the C (Create) option.
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| IMPORTX D:\ACCOUNTS.TXT ADDRESSES (C)
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| Option O can be used to overwrite (destroy!) existing records. Use with extreme caution and at your own risk.
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