Import from a database

To import data from another database, go to File > Import and select From DB. The Database Import Wizard will be displayed. Currently the following database types are supported:

  • Microsoft Access database file
  • Microsoft ODBC Data Source
  • Microsoft SQL Server
  • Microsoft SQL Server database file
  • Oracle

FINANCIALS supports a variety of OLE DB data providers. The number of available options depends on which items are installed on your computer.

The import process includes the following steps:

  1. On the first screen of the Database Import Wizard, read the instructions and click on Next.
  2. On the Database Batch Import screen, select a mapping template and click on the Connect/Refresh button in the Advanced section: this will retrieve the data from the database. Then you need to select files to import, set up import batches and specify import settings (see The Database Batch Import screen). For information about how to create mapping templates, see Create a database mapping template.
  3. On the Destination Consolidation Node screen, select the node where you want to import your data. Note that this window displays the hierarchy which is currently open in the Hierarchy Explorer.
  4. The Pre-Import Confirmation screen gives you a summary of the import options. The Logging Options button opens a window where you can specify whether the import log file should contain only errors, errors and warnings, or errors, warnings and import information. To begin the import, click on Next.
  5. Once import has been finished, a confirmation message and the View Log button will be displayed. Check the log file if the import was completed with warnings or errors. Click on Finish to close the Wizard. To run the Loader again, click on the Return to Start button.