You can save the transfer settings and selections and copy them using the Company Wizard.There are also help topics with information on importing ASCII files.Select Example 2 - Importing Assets (text).Switch to the Index tab, type import, and press enter.Right-click on the column and select Format > Cells> Custom.įor instructions on importing or exporting data from fixed length files, refer to the program Help files.Highlight the column containing the dates.If the date field doesn't import, or causes the import to fail, make sure that the date is in the mmddyy format. Answer No if this is a one-time import.You can re-access the import settings without having to reenter everything (though you may need to change the date ranges).Answer Yes if you'll be importing the data regularly.For example, if you choose not to import column C & D (the 3rd and 4th columns), the next delimited sequence would be column E (or delimited sequence 5).The numbering scheme includes columns that aren't imported, so if you skip a column, don't forget to increment the delimited sequence.For example, in the screenshot below, the Reference Number is in Column A of the spreadsheet, so it should have a delimited sequence of 1 the Date is in column B so it should have a delimited sequence of 2 to become column B and so on.The number of delimited fields is equal to the number of columns in the spreadsheet with information (regardless of whether you import them all).Enter the total number of delimited fields.On the Transfer Options tab, select any ranges to import (this tab may not be present based on the data being imported).If the file is in XLSor XLSX format, open the file and choose Save As. For the type, select CSV.Enter the Path/File Name of the CSV file you are importing from.If appending isn't an option for your import selection, it'll be unavailable. For some options you can only overwrite and not append.Select to Append or Overwrite the file.If the first row is column headers, then check the box to skip it during import.Answer No if this is a one-time export.You can re-access the export settings without having to reenter everything (though you may need to change the date ranges).