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Overview: RemoteDesk currently provides two import methods for interfacing to your accounting system. One is through the ASCII delimited formatted file and the second way is through a direct link to your ACCPAC Plus database. When importing any data from ACCPAC, the Import function will read your data directly and add new records to RemoteDesk. In this way, updating and delivering new data to your remote client sites can happen quickly and easily. If you are importing from an ASCII file, there is a detailed record layout for the import requirements later in this chapter.
Before you begin any importing from ACCPAC you must ensure that the data path and optional inventory item fields are entered in the Company Profile of RemoteDesk first. This will determine whether to use the ACCPAC for DOS or Windows interface.
Import
Click on the Process button and the Process launch pad is displayed.
Select the Import button and the following screen will display.
You can choose to import the following data:
Import Data For:
Orders: Orders can only be imported from ASCII delimited files. The Remote client as well as the Administrator can import ASCII orders. Typically, orders are created in RemoteDesk and posted to ACCPAC.
Customers: When customer records are imported, any Lookup Table fields which are part of the customer record are also imported. Data fields such as Terms, Salesperson, Ship-Via or Territory are updated to their respective tables. They can be edited using the Table Maintenance later. Customer records can be edited later either through the order entry screen or using the Customer/ Ship-To Maintenance function.
Ship-To: The ship-to codes and addresses are associated with a customer record. Only the ship-to codes associated with the current customer will be displayed in the finder box. Ship-to addresses can be edited later either through the order entry screen or using the Customer/ Ship-To Maintenance function.
Items: When importing an item price list you can choose to "Only Update" which allows you to import only changes to your item price list and not the whole list. In this way the import file can be relatively small. If you have deleted items that you also want to delete from your RemoteDesk database, you can use the "Replace List" option to import a totally new item list. This area on the Import screen becomes active so that you can make a choice.
The inventory item can also have multiple Units of Measure imported with it. These units are updated to their respective table.
When importing from ACCPAC, a special screen is displayed where the operator can enter which ACCPAC inventory item fields are imported for each of the two fields. Depending on the optional item field type set in the Company Profile, you are presented with a list of fields that can be imported.
1. Choose which file you want to import data for by clicking on the appropriate one, for example "Customers"
2. Enter the file format you are importing, ASCII or ACCPAC.
3. Enter the data path for ASCII importing. The ACCPAC path comes from the Company Profile.
4. If you are importing items, also choose whether you are replacing the entire price list with the new one being imported, or you are only updating the existing price list.
5. Once you have made your selections, click on the Import button.
As records are being imported, a progress bar is displayed and the status box on the import screen shows progress messages. There is a status box on the Import screen that summarizes the activity and the final record count.
6. Repeat the above steps for items as applicable.