File, Import Information
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Clicking the Import Button Import button will open the Import Information wizard.

Import Information

  1. Enter the format and name of the File to Import.

    2. Import Admin Items, File

    Select the Type, 'Standard (XML)' or 'CSV'. The majority of items will have been exported as 'Standard (XML)'; the only option available to export as a CSV type file, is the 'GL Accounts'. Therefore, if you are importing any file that is not exclusively 'GL Accounts' then select 'Standard (XML)'.

    File Name - click on the File Find button File Find to take you to the Windows Explorer so you can choose the file to be imported.


  2. General Import Options.

    3. Tick the 'Update existing records' checkbox to overwrite and update the records you are importing.

    This checkbox must be ticked to overwrite and update any records that are being imported, including the 'Manager' option further down this wizard.

    Leaving this checkbox unticked, means any records that already exist in the database will not be updated however, all new records will still be added.


  3. Specify defaults and options for imported Clients.

    4. Tick the 'Do not update existing Clients if name does not match imported name' checkbox, if you want this option to occur.

    The option to set a Manager against Clients being imported, is available by selecting the appropriate Name from dropdown list.


  4. Click the Import Button button to import the file and complete the wizard.

    5. Any Comments added to the export file, will appear at this point.

Issues when Importing Files

  1. The Items being imported are not updated.

    2. The 'Update existing records' checkbox is not ticked.


  2. Messages appear when attempting to import a file.

    3. Where a file cannot be imported, messages will appear on the screen detailing the reason. Usually this happens when a complicated record type such as an 'Account Type' is exported without the sub-records, e.g. Documents, Elements and Scripts.


    Please read the message and follow the information. For example, the following message shows that Account Type 'CC' could not be imported.

    Import Admin Items, File, Error Message

    This message is stating that the following items do not exist in the database and are required:

    • User Defined Parameter Set 'PS.ACC'.
    • Document 'ACS'.
    • Monitor Category 'R1'
    • Monitor Category 'RA'.


    To fix the above, either:

    • Make sure all of these Items are set up in the Database or
    • When exporting the Account Type, make sure these things are included with the Export file.

The Users & Responsibilities option can be selected and exported from finPOWER Connect, however these cannot be imported into another database as this function is not supported.

Topic last updated on 25/11/2021 4:43PM Import