Walkthrough: Traditional Import

Import and Export options are available for various objects at the top of their respective Ordway screen. When Menu > Operations > Import Data contains parameters for an object available for import, the user is automatically navigated to the Import Data screen.

When an object is not available via Import Data, the user completes the provided steps below to upload an import file. The example below includes importing a Chart of Accounts. 

Steps:

To import data in bulk, click the corresponding Import button at the top of an Ordway screen.

1. Navigate to Menu > Finance > Chart of Accounts. 

2. Click Import Chart of Accounts. 

3. Click Download a sample template. Using the sample template streamlines the import process by providing all available import fields.

4. Open the Chart of Accounts Sample template and populate the data. 

5. Save the import file when finished adding data. 

6. Return to the Ordway Import Screen and select import options:

• Date Format: Use the drop-down list to select the date format. All dates added to the import file must match the format selected. (Not applicable for all modules including Chart of Accounts)
• Overwrite existing records with same IDs: When this option is selected, you can overwrite current data with the same object IDs.
• Process Offline: When selected, the import continues in the background. Populate an email address to send the results to and an email notification is sent when the import is complete.

7. Click Import when finished. 

The Import displays a status bar while the import processes. Users can navigate to other areas in Ordway when processing larger imports. 

Once the import is complete, the number of successfully imported rows is displayed: 

8. Click Close once complete.