Importing via CSV

Import via CSV – Sole Trade

To import postings for a Sole Trade via CSV

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    • Step 1 – Importing and selecting CSV

    1. Trade, Profession or Vocation | Sole Trade or Partnership

    2. Select Sole Trade.

    3. Select Import Postings | Import from file

    The import summary screen displays.

    1. Click the magnifying glass to  the right of the Import File field.

    2. Locate a valid CSV and click OK.

    Step 2 – Reviewing postings

    The postings will display based on the selected CSV and the date range of the period/Update periods.

    1. When importing postings, a corresponding IRIS category must be selected.

    IRIS will automatically select a category where the software is unable to make a match. The text Select a category will display,  requiring a manual entry to be made.

    1. Select Import.

    Postings will successfully be imported in to the selected sole trade.

     

    Mapping postings to an IRIS category

    Once a CSV has been selected, IRIS will automatically map the postings entries to the specific IRIS categories. However, where a match is not possible, an entry will be required to be made by the user.

    The full IRIS category list (Sole Trade) consists of:

    Income

    Expenses

    Once all postings have been successfully matched to a corresponding IRIS category, the postings can be imported into IRIS by clicking Import. The postings will the either replace or append the IRIS postings dependent on the method selected. (Append will be the default setting unless altered).

     

    Import via CSV – UK Land and Property

    Importing for UK land and Property is completed at a property type level, Importing for FHL property or other.

    To import postings for UK land and property

    Step 1 – Importing and selecting CSV

    When import postings for UK land and Property via CSV it can be trigger in two areas.

    Via UK land and Property:

    1. UK Land and Property | UK Property Income

    2. Select either FHL property options or Other Property options.

    3. Import from file

    4. If a property has not been entered Import from file will be greyed out.

    Via Property details:

    1. UK Land and Property | UK Property Income

    2. Select and Edit a Property entered.

    3. Import postings | Import from file

    4. Importing directly into the property (second method), will allocate all postings from the CSV to that property, whereas importing via UK Property income will require postings to be allocated to a property which has been entered within IRIS.

    Step 2 – Selecting CSV

    The summary screen should be displayed.

    1. Select the magnifying glass to the right of the Import File field.

    2. Locate a valid CSV  and click OK.

    Step 3 – Review postings

    Postings from the CSV will be displayed in the summary screen.

    Where any field within the IRIS category column appears as Select category, a category must be manually selected.

    1. Select an IRIS property for each posting for the Property column.

    2. Select Import.

    Postings will be successfully imported into the corresponding properties.

     

    Mapping postings to an IRIS category

    Once a CSV has been selected, IRIS will automatically map the postings entries to the specific IRIS categories.

    The full IRIS category list UK FHL Property consists of:

    Income

    Expenses  

    The full IRIS category list UK Other Property consists of:

    Income

    Expenses  

    Once all postings have been successfully matched to a corresponding IRIS category, the postings can be imported into IRIS by selecting the Import option.

    The postings will the either replace or append the IRIS postings dependent on the method selected. (Append will be the default setting unless altered).