What are the basic steps for importing?
Basic steps for importing to a Hancock Net Solution database include: 1. Export data from your spreadsheet or accounting package. Note the export options you select (e.g. “comma-separated” vs. “fixed format”). 2. Create an import format based on the characteristics of the data you are importing and the ACH database to which you are importing. This is a one-time step. 3. Make sure the import format is selected. 4. If this data will be imported to a new database, first create the ACH database. You cannot create a new database by importing. 5. Perform steps for importing to an ACH database. Refer to the help system for instructions.