Overview
The Import Data function allows users to import bulk data. This information is processed and proper records are created on the affected entities. FreeBalance Accountability Suite allows users to generate the templates that are to be used to populate the data. Once the templates have been generated and populated, the Administrator User now be able to import the data in the system using Data Import Client.
Navigation
Admin ► Data Import Client ► Import Data
Import Data screen Fields
Field | Description |
Project | This shows the list of modules for which users want to perform the import process |
Selected Entity | Based on the selected Project, this dropdown list shows the available entities under that project which has the import function available. |
Import File | Tool for uploading the generated file into the system. |