Importing Data

Articles

Overview of Importing Data
Provides guidelines and best practices for using the FileMaker import tools effectively.
Data You Can Import into aACE
Lists the kinds of information you can import from spreadsheets or using aACE mobile apps.
Understanding Master Data and Transaction Data
Explains the key differences between master data and transaction data within aACE.
Downloading an Import Template
Describes how to access the aACE spreadsheets you can use for a template when importing data.
Preparing a Data File for Importing
Provides suggestions for ensuring your data is ready to import into your aACE system.
Importing Records
Presents steps for importing data from a spreadsheet into your aACE system.
Importing Transaction Data
Explains steps and best practices for importing data about invoices, purchases, and other business transactions.
Mapping Import Fields by Hand
Explains instructions for manually matching source and target fields when importing data.
Handling Import Validation Errors
Explains how to use aACE data validation to ensure you import accurate records.
Importing Updates to Your Line Item Codes
Provides steps for updating information about your existing line item codes from data in a spreadsheet.
Importing Item Data into a Header Record
Details steps for importing item data into header records.