How do I copy an import map?

To make a copy of an import map:

1. Open a client in Accounts Production.
2. Click on Posting.
3. Select Import Trial Balance.
4. Select Import via CSV file.
5. Click on Use an existing import map.
6. Click on Continue.
7. Click on the map you wish to copy
8. Select Make a Copy.

If you are looking to move an import map from one computer to another:

1. Open a client in Accounts Production.
2. Click on Posting.
3. Select Import Trial Balance.
4. Select Import via CSV file.
5. Click on Use an existing import map.
6. Click on Continue.
7. Select the map which you wish to transfer your CSV on to and then and click on Export Map.
8. Name and Save the file onto the new computer.

Once the file has been transferred over to the relevant computer, you will need to use that computer to:

1. Open a client in Accounts Production.
2. Click on Posting.
3. Select Import Trial Balance.
4. Select Import via CSV file.
5. Click on Use an existing import map.
6. Click on Browse to attach the CSV file. 
7. Click on Continue.
8. Click on Import Map.
9. Select the import map you wish to import and click on Open.