Use the Import dropdown on enhanced lists
Related information
Related topicsEnhanced lists for some areas of Intacct in Sage Intacct support different import methods, depending on the list. Some lists let you choose between CSV import or Import service, while others only support the import service.
How the import dropdown works
On enhanced lists, the Import option appears at the top of the list.
If the list supports both import methods, selecting Import lets you choose between CSV import and Import service.
If the list supports only the import service, selecting Import opens the import service workspace directly.
Enhanced lists and available import options
The following enhanced lists include an Import dropdown that lets you select between CSV import and Import service.
Accounts Payable
| Area | Import | Import service | CSV import |
|---|---|---|---|
| Accounts Payable | Bills | Checkmark (true)—Early Adopter | Checkmark (true) |
| Accounts Payable | Vendors | Checkmark (true)—Early Adopter | Checkmark (true) |
Accounts Receivable
| Area | Import | Import service | CSV import |
|---|---|---|---|
| Accounts Receivable | Advances | Checkmark (true) | |
| Accounts Receivable | Invoices | Checkmark (true) | Checkmark (true) |
| Accounts Receivable | Customer | Checkmark (true)—Early Adopter | Checkmark (true) |
Company
| Area | Import | Import service | CSV import |
|---|---|---|---|
| Company | Classes | Checkmark (true) | Checkmark (true) |
| Company | Contact | Checkmark (true) | |
| Company | Department | Checkmark (true) | Checkmark (true) |
| Company | Entities | Checkmark (true)—Early Adopter | Checkmark (true) |
| Company | Location | Checkmark (true) | Checkmark (true) |
General Ledger
| Area | Import | Import service | CSV import |
|---|---|---|---|
| General Ledger | Accounts | Checkmark (true) | |
| General Ledger | Statistical accounts | Checkmark (true) |
Inventory Control
| Area | Import | Import service | CSV import |
|---|---|---|---|
| Inventory Control | Warehouses | Checkmark (true)—Early Adopter | Checkmark (true) |
| Inventory Control | WIP | Checkmark (true)—Early Adopter | Checkmark (true) |
Projects
| Area | Import | Import service | CSV import |
|---|---|---|---|
| Projects | Employees | Checkmark (true) | |
| Projects | Projects | Checkmark (true) | Checkmark (true) |
| Projects | Tasks | Checkmark (true) | Checkmark (true) |
How to use the Import dropdown
Open the enhanced list for the area of Intacct you want to import data into.
For example, go to Accounts Payable > All > Bills.
At the top of the list, select the Import dropdown and select one of the following options:
CSV Import
If available, the CSV import dialogue opens, allowing you to upload and import a CSV file for the current area.
Import service
The Import service Welcome page opens, showing the imports you can run based on your user permissions. You can perform multiple imports in sequence across different areas of Intacct. Close the Import service window when you’re finished.
