Introduction to the Import Wizard

The Import Wizard allows for import of XLS/XLSX files directly into AcctVantage. With this tool you can create and/or update records for a number of supported tables. We’ve made it easy to map your import file to matching fields in the system. We've also indicated which fields are required and which fields need special consideration.

Each table allows for import of new records in the database. As records are created, AcctVantage will validate the data, ensure that all required fields are included and report back to you if there are any problems. A log file is created containing any rejected records. Simply correct the mistakes and re-import the rejected records directly from the error log file.

Some tables have an Update Existing Records option. When using this option, the system will attempt to match records based on the chosen key "lookup" field. If a matching record is found in AcctVantage, the data on your import file will overwrite/update the existing record. If no match is found, a new record will be created.

When updating existing records, an empty cell (C2 below) in your Excel file is ignored...the Import Wizard skips the field. You can clear the contents of a field by sending [blank] (C4 below) in your Excel file.  Reference cell C4 in the image below. (effective AV 2017_044 Feb2018)

 

Please refer to these articles for detailed instructions about each import:

Important: Please execute a database backup prior to starting any import process!

Video demonstration