The AccountPro Import software module imports master file details from ASCII or CSV data files into AccountPro to other AccountPro modules.

The following is a summary describing some of the features of the Import software module. Should you have further questions, please contact our office through one of the available contact options.

• More Info and Pricing

Overview

• The AccountPro Import software module automatically interfaces with and updates the master files (and transactions in the Sales Commission and Accounts Receivable module)  in the respective AccountPro modules. Interfacing with AccountPro modules is automatic and requires no additional setup.
• If you are using an EXCEL Spreadsheet you can save the data in CSV format which the AccountPro Import module will read and import into the AccountPro data files.
• If you are able to export to an ASCII or CSV format from 3rd party software, the AccountPro Import module will read the data in the ASCII or CSV file and update the selected master file in an AccountPro module, for example, a product master file.

Imports

• Depending on the AccountPro module you are importing data for, the import module can import selected fields for:
• Product Lists
• Customer Lists
• Vendor Lists
• Employee Lists
• Equipment Lists
• Product Lists
• Member Lists
• Sales Commission Salespersons or Employees
• Sales Commission Transactions
• Accounts Receivable Transactions

View Master Lists

• In addition to Data Import, depending on other AccountPro Platinum modules installed, you may view the following lists from within the Import Data module (data may be sorted by any of the displayed columns, ascending or descending):
• Customer Master List
• Product Master List
• Product Class Master List
• Vendor Master List
• Employee Master List
• Equipment Master List
• Sales Commission Salespersons or Employees List