Import Data Import Package Lines

Use these steps to import some or all of the import files in a data import package.

To import a data package:

  1. Under the Setup menu section, go to Import > Data Import Packages.
  2. Use the search filter and Search field to select the data import package you want to work on.
    The workspace displays the details of the data import package you selected on the Information tab.
  3. Click Switch to Import.
  4. In the table, select the Marked for Import checkbox for each package line you want to import.
    Note: To select all the lines, click the Row Tools icon on the first line then click Mark from Here in the dropdown that displays.
  5. Click Import Package.
  6. In the Import Data Package wizard that displays, fill in the following fields as needed:
    1. Import As (Default) - Specify a user that Maconomy can use when importing the package lines with no Import As user specified.
    2. Import All Lines Using Default User - Select this checkbox to import all lines as the user specified in the Import As (Default) field regardless of whether there is a user specified in the Import As field on the package line.
    3. Due Date - You can schedule an import on a future date. For example, you may want the import to start on a date that falls on a Saturday, when there are no users on the system.
    4. Due Time - You can schedule an import time for the date you specified. For example, you can specify that the import start at 8 a.m.
  7. Click Import Package.
    Lines that are successfully imported will display the value Success on their Import Status field. Use the Import Log to investigate and correct any errors on Failed lines.