If you have been using another
financial software product or database application, you can import
invoice related information (i.e. paid invoices or A/R open invoices)
from that product into ManageMore if the product allows you to export
to a spreadsheet or text file. You can also have the import process
create new A/R invoices for specialized on-demand billing scenarios.
The file layout required for importing
this information into ManageMore will depend largely on what
transaction type you are
trying to import. Data must be
presented in a manner that adheres to the ManageMore Interchange Format
(MIF).
Important notes for importing MIF data:
·
The MIF file format
requires that the first record contain the header information that will
instruct ManageMore what data is contained within each column.
·
All imported records that
refer to a specific customer account requires that the customer account
already exist in the ManageMore database. This means that you must
import the customer database information first before attempting to
import new transactions that refer to a customer account. This is
especially critical if you want to import A/R open invoices or create
new invoices on-the-fly.
·
The database must be
stored in an ASCII tab delimited format.
To create an MIF file for your
company, the following is a guideline on how you can accomplish this
using your favorite spreadsheet program.
1. Start the spreadsheet program that
contains the data which you want to import into ManageMore.
2. Move the contents of all the cells
in your spreadsheet twp columns to the right by inserting a column so
that the first column is blank. Please refer to the Help files in the
spreadsheet program for instructions on inserting columns and rows.
3. Move the contents of all the cells
down one row by inserting a row so that the first row is blank.
4. In the first cell in the blank row
created, enter the keyword “!TRANSACTION”, without the quotes. In
the second cell in the blank row created, enter the keyword "TRANTYPE",
without the quotes.
5. Complete the other blank cells in the first row by adding the
valid keyword headings that correlate with the information ManageMore
expects to find in that column (See
the ManageMore Interchange Format
Specifications for valid keywords).
6. Depending on the transaction type you are using, you will need to
prime (i.e. pre-fill) the first and second column with the proper
information that tells ManageMore what to do with the data being
imported in each row.
For example, in the first column with the keyword "!TRANSACTION", you
may need to fill all subsequent cells with the keyword
"TRANSACTION" or "TRANDETAIL" depending on the file import technique
you want to use (i.e. 1:1 or 1:Many).
In the second column with the keyword
"TRANTYPE", you will need to fill all subsequent cells with a 1,2, or 3
depending on the transaction type being imported.
7. Save the spreadsheet as a tab
delimited text file.
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