Please Specify the Batch Name to be Used for this Data Entry Import Dialog Box

Use this dialog box to start importing data into Ajera CRM after the data has been validated.

This dialog box applies when the data that you are importing requires a batch name.

This dialog box displays the number of valid records that were verified and inserted into the table that you entered in the Input Table Name field on the Main tab of the Import Utility form.

Location

To display the dialog box:

1. From the Ajera CRM Navigation menu, click Utilities > Advanced Utilities > Data Import.
2. On the Import Utility form, enter information on the tabs and click Validate on the toolbar.
3. On the Import from a Text File dialog box, enter the text file that contains the data that you are importing and click OK. If there are no errors and the data is validated, the Import Utility dialog box displays.

Contents

Field	Description
New Batch Name	Enter the batch name for the transactions in the import file.
New Batch Period	Enter the accounting period for the transactions in the import file. For example, enter 02/2017 for February 2017.
Recurring Data Entry File	Select this check box if the transactions in the import file are recurring transactions.

Field	Description
Import	Click this button to import the data from the import file into Ajera CRM.
Cancel	Click this button if you do not want to proceed with the import process. You are returned to the Import Utility form.