Client Import/Export Import Text File
Account Ability can import information from a comma delimited that conforms to a pre-defined record layout (Schema).
To import a text file,
|•||Select Client (Filer, Entity) Management from the Module menu.|
|•||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.
|•||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.|