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Help! New to GP and cannot find documentation anywhere that will guide me through formatting an excel spreadsheet to import into GP. The system guides do not address this. Does anyone know where I can find guidance?
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Tracy, can you email me at fhamelly@ibisinc.com?
Thx, Frank
Thank you all for your advice!
The issue at hand is importing payroll transactions, but I like to understand what I'm doing so I wanted to know if there were general guidelines that would help for any types of import.
Tracy, shoot me an email and I'll send you some templates that will get you pointed in the right direction. And heed Leslie and Richard's advice too.
Tracy, Leslie makes excellent points. What type of data are you trying to import. There are some excellent tools that allow you to import directly into GP from Excel without using Integration Manager. Excel does have a nasty habit of trimming away leading zeroes so heed Leslie's advice.
Hi Tracy,
There is no guide that I'm aware of, but here are some rules that I can think of.
That's my quick run down, I'm sure my fellow forum members will add more.
Kind regards,
Leslie
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