We’ve completely redesigned the Import/Export Utility in the upcoming release of SpendMap to make it even faster and easier to get information in and out of the system.
All 30 imports/exports have been updated, including all Master File imports and exports (e.g. suppliers, items, account codes, etc.) as well as all transaction interfaces (e.g. Purchase Orders, receipts, invoices, etc.).
Easy as 1, 2, 3!
You can now both configure/set up the import or export to match your Excel spreadsheet or CSV file and then run/execute the import or export, all from the same screen.
For example, to import a file, all you need to do is;
- Select a file to import,
- Match the columns to the applicable fields in SpendMap using the drop-down list, and then
- Click the [Import Now] button to import your data into SpendMap.