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Use file imported process

After completing the File Uploaded function, you are ready to use the File Imported function. When you put a file through the File Imported process, you check its syntax to confirm the format is correct. You are alerted to any errors.

To use the file imported function:

  1. From the main menu, select Administration > File Management > Refresh Interfaces.

    The Interface - Administration screen appears.

  2. Under the File Imported section of the screen, click Down-facing white arrow in green square to the right of the file you want to import.

    The Interface Processing window appears.

    The icons that may appear on this window indicate:

    White check in green square Records that are correct and ready for file loading.

    White cross in red square Errors that will restrict the file load process from continuing.

    White check in orange square Records with potential errors in the file load process.

    The above example reveals that the imported data has both correct records (indicated with a White check in green square) and records with potential errors (indicated with a White check in orange square).

    The records where potential errors exist should be inspected before proceeding. If errors need to be corrected you must do this in the original file and restart the process. You can identify the nature of the warning by the text that displays beside the White check in orange square icon.

    There are, however, no fundamental errors (White cross in red square) that will cause the import process in the above example to fail and the file import is able to proceed. For information on what to do if there are fundamental errors, refer to Refresh interfaces > Handling import errors.

    After a successful import, the file appears under the File Checked section of the screen.