When finished configuring the import, proceed to start the processing.
● This final page of the Wizard summarizes the import.
● To upload the data file and start the import, click Begin Import. This process continues in the background—you may continue on with other work.
● You'll receive an email when the import is completed. Attached is a document listing the records that were not imported (or their association not created), and the reason for each failure.
● A log file,
available from Tools > Import, lists the records (or associations)
that were imported.
● If necessary, you can undo the last import of files, contacts, or contact-file associations, automatically removing the records or contact-file associations that had been added. Perhaps you had mismapped some fields, set an option inappropriately, or imported the wrong data file.
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Tip: You cannot void or refund a Trust Receipt if it puts the file into a negative trust balance. |
● In
the Import view of Tools, click "Undo last import" for
a files, contacts, or contact-file associations import.
● You'll receive an email when the undo import is completed. Attached is a document listing the records that were not deleted (or their association not removed) and the reason for each failure.
● A log file, available from Tools > Import, lists the records that were successfully deleted (or their association removed).
● Import data - Sharing templates
● Import data - Contact import details
● Import data - File import details
● Import data - Contact-file relationship import details
Amicus Cloud Help Topics (Copyright January 2021)
