Import Excel Data and More with the Data Import/Export Module

The Data Import/Export module facilitates the transfer of information to and from the accounting system. Bring data from other software into the system during the initial setup to establish charts of accounts codes, vendors, and beginning balances. Or import excel data on a recurring basis to bring in accounting entries from other applications. Export reports to Excel and other applications.

Data Import

• Interface with your organization's other critical systems— Import excel data, timesheets from timekeeping software, cash receipts from point-of-sale systems, accounts receivable transactions from specialized billing systems, and more.
• Flexibility to work with data in any shape or size—Import one-sided entries and Sage MIP Fund Accounting can balance the entry automatically, or use the distribution feature to automatically allocate entries as they are imported. If the data is incomplete, easily set default values for fields not available in the source data.
• Eliminate duplicate entries—Import excel data and virtually any type of data including journal vouchers, cash disbursements, cash receipts, budget entries, accounts payable invoices, accounts receivable invoices, vendors, and employees.
• Ensure accuracy—Imported data goes through all system validations to ensure the same integrity as data entered directly into the system.
• Easy to use—Create a template to tell the system where to gather the desired information, click Import and go.

Data Export

• Export reports to Excel and maintain all original formatting with a single click.
• Use accounting reports in other applications - Supports multiple file formats including spreadsheet, database, word processing, and HTML.