- Download and complete the Employee Banking Table.csv Import File.
- Click File > Accounting Export (e-Port™) > Import Data.
- Select Employee Banking Table from the Select Database Table… drop-down menu.
- Select the following Available Database Fields, clicking >>Add>> between selecting each item below.
- AccountName (Text, 32)
- AccountNo (Text, 21)
- AccountType (Text, 1)
- BankDollarOrPercent (Text, 9)
- BankOrderNo (Number (Short))
- BSB (Text, 6)
- EmpDBID (Number (Integer))
- Reference (Text, 19)
- Once all the Database Fields are added to Import Field Order, click Browse.
- Choose the location to import the Employees Banking details from (e.g. CSV on USB STICK or EXTERNAL HARD DRIVE).
- Click Open.
- Click Save if you wish to automatically load this location for future imports OR Click Don’t Save to manually select a different location for each import.
- Navigate to Import into Database;
- Select Clear Table then Add to add the new records after clearing (deletes ALL information stored in) the existing database.
- Select Append to Table to add the new records to an existing database without deleting any information stored in) the existing database.
- Click Settings.
- Under Fields, select Field Name Header and No Delimiter.
- Under Field Separator, select Comma.
- Under Date Order, select DD/MM/YYYY.
- Click OK.
- To begin importing, click Import.
- Once the Import has completed, click to continue then Exit.
Revision:
5
Last modified:
Feb 15, 2021