Steps in the Import Process
To import data by using a filter, you need to perform seven basic steps.
- Register the accounting package and file type with the Import Wizard.
- Verify the data file and retrieve the company name or names.
- Tell the Import Wizard how to process your data. You do this by setting the import parameters for your source application.
- Send information to the Import Wizard about the company whose data you are importing.
- Send information to the Import Wizard about the contacts and organizations with which the company does business.
- Send the accounting information to the Import Wizard by populating data structures.
- Clean up by closing any open files and clearing memory.
The following sections describe these steps in more detail.