Create a Data Import Package

Use these steps to create a data import package and attach import files to it.

To create a data import package:

1. Under the Setup menu section, go to Import > Data Import Packages.
2. Click + New Data Import Package.
3. In the New Data Import Package wizard that displays, enter a name for the package. This is required.
4. Fill in the other fields as needed:
   1. Description – Enter a brief description of the package that will be meaningful to you and others.
   2. Access Level
   3. Option List - Select an option from the dropdown. Available values are customized by your company.
   4. Deletable - Select this checkbox to indicate that the package can be deleted after creation.
   5. Email To - Enter the email address(es) of the user/s who should receive notifications regarding import package progress.
   6. Email On
      • Validation Finished - Select this checkbox if you want Maconomy to notify you and the users you specified regarding successful or failed validation of the package.
      • Import Finished - Select this checkbox if you want Maconomy to notify you and the users you specified regarding successful or failed import of the package.
5. Click Create.
   Maconomy creates the data import package. It also gives you the option to load the contents of an existing package, or click Close to close the wizard and work with an empty package.
6. To load the contents of the package, click Load.
7. In the Load Lines wizard that displays, click Select files and select the .mip file from your file explorer window. You can also drag and drop the file into the wizard.
8. Click Ok.
   Maconomy loads the contents of the data import package. It also gives you the option to attach import files, or click Close to close the wizard.
9. To attach import files, click Attach Import Files.
10. In the Bulk Attach Import Files wizard that displays, click Select files and select the import file/s from your file explorer window. You can also drag and drop the file/s into the wizard.
11. Click Ok.
12. Click Close.
    The workspace now displays the details of the newly created data import package on the Information tab.
13. To add import package lines, click + Add Data Import Package Line.
14. On each new line, fill in the following fields:
    1. Import Program - Select an import program from the dropdown. This is required.
    2. Attach - Click the icon to open the Attach Import File wizard. Here you can attach the text file or spreadsheet related to the import program you selected.
       For example, for the ImportEmployees import program line, select Employees.txt.

       The Import File Name field will automatically display the name of the text file you attached to the line.

15. Click Save.