Spire User Manual - General Ledger
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      2. Spire User Manual - General Ledger

      GENERAL LEDGER - Import GL Transactions

      • Access - Tools > Import ToolsMenuImport
      • option to ImportOpenConfig open a previously saved import configuration / mapping or continue as follows:
      • select the .xlsx or .csv file location (‘Source’) using the ‘Browse Files…’ if this is an unsaved Import or ‘Browse Folders…’ button if this is a previously saved ImportGLTransactionsImport
      • accept or change Date Format if applicable
      • select the Import Type (data) you are importing - GL Transaction
      • map fields:
        • select the field under Import File (ie: ‘Transaction No from Excel)
        • select the corresponding field under Spire Fields (ie: ‘Transaction No’)
        • click the Match button - matched items will transfer down to lower section, where you can then select the field and Unmatch if desired
        • continue to Match all fields you want to import into Spire
      • identify whether your spreadsheet Has Header Row or not (so Spire does not try to import this row)
      • option to select a Destination folder to move the successful imported file to
      • option to select a Failure folder to move the unsuccessfully imported file to
      • click on  Save config / Save config as to save the Source, Import Type, Field Mapping, Destination and Failure folders into the current user’s documents folder
      • click on Import to finish and review the newly imported records in Spire