Add Data to Import Templates
A separate template must be completed for each database you want to import data into. To get a copy of the required import template from our Support Team, log a support ticket (a Service Cloud account is required).
Templates contain an example of the data that must be entered. The example data must be removed before adding your organisation's data.
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In the required template, enter the details for each of the headings.
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When you have entered all the required information, save the file in CSV format.
The file is then imported to IRIS Financials using the Data Transformation Tool.