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).

1. In the required template, enter the details for each of the headings.
2. When you have entered all the required information, save the file in CSVformat.

The file is then imported into IRIS Financials.