Steps in the Import Process

To import data by using a filter, you need to perform seven basic steps.

  1. Register the accounting package and file type with the Import Wizard.

  2. Verify the data file and retrieve the company name or names.

  3. Tell the Import Wizard how to process your data. You do this by setting the import parameters for your source application.

  4. Send information to the Import Wizard about the company whose data you are importing.

  5. Send information to the Import Wizard about the contacts and organizations with which the company does business.

  6. Send the accounting information to the Import Wizard by populating data structures.

  7. Clean up by closing any open files and clearing memory.

The following sections describe these steps in more detail.