[IM] How to Import a Data File

You can import a data file to upload data into a related Vista™ form. The system creates a temporary work file to transfer data from third-party software. You can review and edit this work file before uploading the data into Vista.

Prerequisites: An import template must be set up for the type of data you are importing.

Steps to Import Data

1- Go to Imports>Programs>IM Import

2- ImportID: Enter a unique ID to identify this import.

3- Template: Enter the import template name or press F4 to select from a list.

• Note: Make sure the template matches the type of data being imported (see IM Template for details).

4- Import File: Press 'Browse' to select the data file you are importing 

5- Starting Line Number (optional): Enter a starting line or use the default (the row in your file that data starts on).

6- Click Execute to start the import.

As the import runs, the Import Results box shows progress. If errors occur, they are displayed, and the import is paused. You must fix any errors by clicking 'Open Work Edit' before completing the import.

7- Once the results display a finished message, press 'Open IM Upload'. A popup window will show, press 'Upload'.

Note on Validation: Imported data may bypass some checks that Vista performs during manual entry. For example, warnings about exceeding a customer’s credit limit may not appear during import.