To create a new data import batch

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The procedure to create a new data import batch is as follows:

  1. Navigate to Quick Menu > System > File Import and Export > File Import and Export. The File Import and Export Batch Details window is displayed.
  2. Click on New Import and Export 1. All fields are activated ready for data entry.
  3. Using the Type drop-down field, select the appropriate classification parameter pertinent to the data import process i.e. Entitlements, Payments, Standard Rents, etc.
  4. Using the Template drop-down field, select the specific file import template that defines the correlation between the source data set and the corresponding Civica Cx Housing fields 2.
  5. Additional fields pertinent to the chosen Type - Company, Payment type, Entitlement provider, Standard rent type - will be automatically populated with those values specified in the selected template definition.
  6. Enter the Import and export date using the calendar icon (), or type in the value directly (format DD/MM/YY or DD/MM/YYYY) i.e. the date to be ascribed to each imported record.
  7. Use the Notes field to add contextual information qualifying the scope of the data import batch.
  8. Click on Save 3. The new data import batch is displayed in the numerical list, underneath the automatically allocated status: Created 4.


Note

1 Upon first access, all fields are automatically activated ready for data entry; hence the New Import and Export button is inactive.

2 The file format - comma separated variable, tab delimited, fixed width, etc. - is also configured within the template.

3 The Created by and Created date fields are automatically populated with the name of the end user creating the data import batch and current system date respectively.

4 To amend the details of an existing data import batch, expand an import type subheading from within the nested status structure, select a batch reference from the numerical list (or type a matching attribute into the Search File Import and Export Batches field) and repeat steps 4 through 8. By default the list is filtered to show Open data import batches. An alternative filter can be applied using the Select view drop-down field: Created, Imported, Part Posted, Posted, Cancelled or All.


See related topics...

Data import management overview

To upload external transactions into a data import batch

To view the posting results of a data import batch

To cancel a data import batch