Field Mapping Tab Utilities>Import Tools

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Overview

Field Mapping Tab. Used to map the fields of the source data to the appropriate InFocus Field.

 


 

Key Concepts

Fields listed reflect the supported fields for import
Fields in red are required. Note, the InFocus Data Table may have additional requirements. (e.g. Sales Journal requires a project on entries using Revenue accounts).
Default Values may be added in the absence of a source field.
Columns can be excluded from the import

 

Field Descriptions

Source Field - Field from the source document that will be brought over to InFocus.
InFocus Field - Destination InFocus field that the Source Field will be imported to.
InFocus Field Description - Description of the InFocus Field. This is used to assist when trying to determine which field to use.
Default Value - Optional. Default value of field.
Exclude -  When checked, the item is excluded from the import.