For the past few weeks, I have been working on an implementation that goes live Monday 12/28. We have had a fairly tight timeframe, so I have been trying to avoid manual data entry whenever possible. However, I have run up against more than a few things that I needed to import but could not do so with Integration Manager. Table import to the rescue with imports in to some simple tables like...
- Direct Deposit Header and Lines for Payroll
- Shipping Methods
- Customer Items
All of these table structures are fairly friendly to table import, and result in simple file uploads. Shipping methods even came up late in the game, and it took less than 10 minutes to build and load the file.
So why am I writing about this? Well, I know I could use the reminder that older tools that I regularly dismiss can actually come in quite handy :)
Please share any of your table import success stories, and I will be happy to update the post to include.
A few other uses courtesy of Steve Chapman and Frank Harnelly:
- High volume imports even if the destinations are available in Integration Manager, like Customers (1,000,000+ records in minutes) or Chart of Accounts
- Fixed Assets General Info