Import Importing Text Files

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Menu Item Client Import/Export Arrow Head Import Text File


Account Ability can import Client information from a comma delimited ASCII Text File that conforms to a pre-defined record layout (Schema).


To import a text file,


Select Client (Filer, Entity) Management from the Module menu.
Select Import Text File from the Client Import/Export Bar.
Locate the text file to be imported and click Open.


If your text file conforms with the client schema, a record count and confirmation dialog will be displayed prior to importing. If your text file does not conform with this schema, the Import Mapping Utility on the Module menu will facilitate creating a text file that does.


note Notes


If you receive the error Failed to Import Client ID XXXX: Key Violation, this is an indication that a client already exists with Client ID XXXX.
The selection Sample ASCII Import Files on the Help menu contains a list of text files compatible with Account Ability. The file Clients.txt contains sample client data conforming with the schema.
For instructions on importing Information Returns and Annual Wage Reports, see Importing & Exporting in the section on Working with Tax Forms.