Utilizing the Import Module

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Here in the eTapestry Support department, we love to show you ways to save time. And what’s better than cutting back the time you spend on data entry to focus more on your mission? Through the Import module you can cut out the manual adding of accounts and journal entries to your database, and instead import them in one quick process. All you need is an Excel file in .csv format with the accounts and/or journal entries you want to add.  We’ve even included standard templates for our different import types below to get you started!

If this is your first time working with Import, we recommend completing your first import with just a couple of accounts on your spreadsheet.  This will familiarize you with the process so that you’ll be a pro going forward- with the safeguard of only adding a couple of accounts to your database while you’re learning.

Here are some helpful documents to get you started:

Templates for each import type:

In eTapestry, the Import module is located under Management > Import.  If you don’t currently have the module enabled, please contact our Client Account Execs to get setup to start importing.  As always, your friendly eTapestry support analysts are available to help with any questions and can be reached through Chat and Case Central.

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