Generally, your imports are done when you first start on Mosaic.
There are a number of imports available in the drop down menu. Customers, Customer AR Accounts, and Course Requests Header are the most commonly used. Please contact Support before trying to use any of the others.
Select Import Type from the drop down then Download Sample CSV.
You then fill out the Sample CSV following the template.
Field definitions are available in separate documents.
Upon completion select Choose File to upload the file you just edited.
When the Import Type is selected, an Import Mode may appear.
This will add to but not overwrite existing files. This will not create duplicates.
Select the desired option.
Select Parse File.
Mosaic will identify any Warnings or Errors and give you the option to edit or exclude the lines from the import.
Make selections or changes and select Revalidate.
If Valid, you will be able to select Import.
Confirmation message will display at the top of the screen.
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