Import Drop Down Button

Debtors Module> Configuration> Debtor Setup> Import Drop Down

An import dropdown is a powerful tool that organises and simplifies the process of bringing external data into Huge ERP system. 

Import dropdown is essential for maintaining accurate and up-to-date debtor/customer information.

The system offers predefined import templates for common data sources, making it easier to import data consistently.

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Import Acct Managers

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Import Additional Properties

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Import Legal Hand Over

1	Click the Select Files … button to locate the CSV file to be imported.
2	Click Upload to upload the CSV file into the Web Accounting file structure.
3	Click Import to import the Legal Hand Over Debtors as specified in the CSV file.
4	A report will be produced on the import process. If there are any errors during the import the user will be informed of these errors in the report. All these errors need to be corrected before the import will be successful.

The CSV file requires the following columns.

Action, Debtor Code, Legal Firm Code (Creditor Code), Reference Number, Hand Over Date, Hand Over Amount, Follow-up Date and Follow-up Person

The follow-up person is that user who has been delegated to follow-up on this particular debtor’s legal hand over action with the legal firm. The follow-up person must be a registered user on the system and the column data must be the user’s First Name and the user’s Last Name (as captured in the system) separated by a space.

Action = 1 the debtor is set as a Legal Hand Over

Compulsory columns are Action, Debtor Code, Legal Firm Code, Reference No., Follow-up Date and Follow-up Person

Action = 0 the debtor is reset and is no longer a Legal Hand Over

Compulsory columns are Action, Debtor Code, Legal Firm Code and Reference No.

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Import Linked Brands

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Import Recurring Transactions

The file to be imported must be in a CSV format.

Click on the Select Files… button to open the navigate window allowing the user to navigate to the file to be imported.

Once the desired file has been located either double click on the file or click the Open button.

Now click on the Upload button. If the upload was successful a window will appear confirming that the upload was successful. Click Ok.

The Import button now becomes enabled allowing the user to click on the Import button to import the file.

An Import Report will open displaying any errors in the import or displaying the successful import of the recurring transactions.

Please Note: The column headings can be left in the import file providing that the heading are as per the sample below.

Import File Layout

All items in RED are required fields.

Debtor	Description	Recurring Contract	Invoice Template	No Of Recurring	Period	Date Type	StartDate	Type Of Recurring
Required		Required	Required	Required	Required	Required	Required	Required
Debtor Code	Customer Name	Contract Code	Template Code	Number Of Transactions	Weekly Monthly Yearly	0 / 1 / 99	2015/03/01 Only if 0 is used	Manual / Automatic

Date Type

0 = Use Start Date

1 = First Day of Every Month

99 = Last Day of Every Month

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Import Statutory Information

Click the select File Button to open the “open file dialog” which will allow you to navigate to your file in order select it.

Click the Upload button to upload the file onto the server.

Click the Import button to start the import process.

Your file must be in a *.CSV file format.

If any errors are found, it will be written in the log, please correct the errors and start the import process again.

Below is a template of the CSV File:

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Import Time Log Employee Defaults

Click the select File Button to open the “open file dialog” which will allow you to navigate to your file in order select it.

Click the Upload button to upload the file onto the server.

Click the Import button to start the import process.

Please Note: Your file must be in a *.CSV file format.

If any errors are found, it will be written in the log, please correct the errors and start the import process again.

Below is a template of the CSV File:

No	Column Heading	Column Data Requirements
1	Employee Login	Required
2	SLA Code	Required
3	Task Code	Required
4	Billing Rate Code	Required
5	Service Item Code	Required
6	Debtor Code	Required from the debtors Setup screen Not required when editing a specific debtor

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Import Time Log Global Budget

Click the select File Button to open the “open file dialog” which will allow you to navigate to your file in order select it.

Click the Upload button to upload the file onto the server.

Click the Import button to start the import process.

Please Note:

Your file must be in a *.CSV file format.

If any errors are found, it will be written in the log, please correct the errors and start the import process again.

Below is a template of the CSV File:

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Import VCF to new customer

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Import Linked Inventory