If you have been using another financial software product or database application, you can import invoice related information (i.e. paid invoices or A/R open invoices) from that product into ManageMore if the product allows you to export to a spreadsheet or text file. You can also have the import process create new A/R invoices for specialized on-demand scenarios.
The file layout required for importing this information into ManageMore will depend largely on what transaction type you are trying to import. Data must be presented in a manner that adheres to the ManageMore Interchange Format (MIF).
Important Notes for Importing MIF Data
- The MIF file format requires that the first record contain the header information that will instruct ManageMore what data is contained within each column.
- All imported records that refer to a specific customer account requires that the customer account already exist in the ManageMore database. This means that you must import the customer database information first before attempting to import new transactions that refer to a customer account. This is especially critical if you want to import A/R open invoices or create new invoices on-the-fly.
- The database must be stored in an ASCII tab delimited format.
Step By Step
To create an MIF file for your company, the following is a guideline on how you can accomplish this using your favorite spreadsheet program.
- Start the spreadsheet program that contains the data which you want to import into ManageMore.
- Move the contents of all the cells in your spreadsheet twp columns to the right by inserting a column so that the first column is blank. Please refer to the Help files in the spreadsheet program for instructions on inserting columns and rows.
- Move the contents of all the cells down one row by inserting a row so that the first row is blank.
- In the first cell in the blank row created, enter the keyword “!TRANSACTION”, without the quotes. In the second cell in the blank row created, enter the keyword “TRANTYPE”, without the quotes.
- Complete the other blank cells in the first row by adding the valid keyword headings that correlate with the information ManageMore expects to find in that column (See the ManageMore Interchange Format Specifications for valid keywords).
- Depending on the transaction type you are using, you will need to prime (i.e. pre-fill) the first and second column with the proper information that tells ManageMore what to do with the data being imported in each row.
For example, in the first column with the keyword “!TRANSACTION”, you may need to fill all subsequent cells with the keyword “TRANSACTION” or “TRANDETAIL” depending on the file import technique you want to use (i.e. 1:1 or 1:Many).In the second column with the keyword “TRANTYPE”, you will need to fill all subsequent cells with a 1,2, or 3 depending on the transaction type being imported. - Save the spreadsheet as a tab delimited text file.
