The 'Import Data' button will allow you to select a 'Tab Delimited' file for processing. 'Tab Delimited' files can be created by almost any application running on a PC. If you are not sure how to create a 'Tab Delimited' file, contact your local technical support for assistance.

The file must have all of its fields in the order listed below. There can be no $, -, or * characters in the amount field. The amount field can have commas and a decimal point if they are in the correct positions. The order of the fields is:

• Sequence Number ( up to 4 ch, numeric )
• Journal Type ( 4 ch, numeric )
• COA Code ( 1 ch, "A" )
• Index Code ( 10 ch, alphanumeric )
• Fund Code ( 6 ch, alphanumeric )
• Organization Code ( 6 ch, numeric )
• Account Code ( 6 ch, numeric )
• Program Code ( 6 ch, numeric )
• Activity Code ( 6 ch, numeric )
• Location Code ( 6 ch, numeric )
• Current Description ( 41 ch, alphanumeric )
• Current Amount ( 17 ch, numeric )
• Debit/Credit Indicator ( 1 ch, "+" or "-" )
• SAU ( 1 ch, alphanumeric )
• Sub-Campus ( 1 ch, alphanumeric )
• Class ( 1 ch, alphanumeric )
• Type ( 1 ch, alphanumeric )
• Permanent Description ( 30 ch, alphanumeric )
• FTE ( 7 ch, numeric )
• Debit/Credit Indicator ( 1 ch, "+" or "-" )
• Permanent Amount ( 17 ch, numeric )
• Debit/Credit Indicator ( 1 ch, "+" or "-" )

The Transfer of Funds Header information must have been established manually prior to attempting to use the 'Import' functionality. Please refer to the Transfer of Funds 'Help' page for by clicking on '?Help' at the top blackbar of this page. Once the Transfer of Funds Header information has been successfully established, press the 'Import Data' button found on the blue sidebar of either the Header or Detail page.

When you press the 'Import Data' button, you will be prompted for the name of the file containing your data. You may type in the exact file name, or use the 'Browse...' button to navigate to the folder/directory where your import file is located and select the file.

You will also be asked 'Does your import file have column headers?'. If it does, please answer 'Yes'. This will cause the first record on the file to be skipped over. If it does not have column headers, please answer 'No'. This will cause the first record on the file to be processed. After you have completed entering this information, press 'Submit'.

The system will begin processing your tab delimited file. The screen may be blank for a few moments while the file is being processed, but upon completion it will display a report of the records that were processed.

After all the items in your tab delimited file have been processed:

If there were no errors identified in your file, the page will display the message 'Your document has successfully loaded. Please remember to complete and approve this document'. You may exit the File Import feature by clicking on the 'Return' button found at the bottom of the page.

If there were any errors identified, the page will display the message 'Your import file has the errors shown below. The document has been suspended in IFIS. The details in error are not in the suspended document. Please correct the error(s) and add the corrected detail(s) via the Transfer of Funds. Thank you.' Below this message will be all of the items that had errors. The message will show the item number recorded in your import file, all of the fields entered from the record on your file, and the error messages returned by IFIS for all the records that had errors. These errors may be printed by clicking on the 'Print' button of your browser. You may exit the File Import feature by clicking on the 'Return' button found at the bottom of the page.