Importing & Exporting Overview

Accredo includes a number of powerful tools for importing data from external files and exporting Accredo data to other applications.

EDI Importing

Use Import Designer to design import formats to be used in EDI Importing to import files into Accredo. Importing supports a number of file formats including CSV, tab delimited, fixed width ASCII files and Excel worksheets. Sample import definitions are available on the Accredo installation media in the EDIFormats folder. Import definitions contain MaxBasic code that manipulates and validates data in the import file before importing. MaxBasic code allows you to to import most files into Accredo. Contact Accredo or your Qualified Support Person (QSP) for more information.

Other Importing tools available are:

• Price Book Designer - design import formats to import suppliers' Price Book files into the Accredo IC Product masterfile using EDI Price Book Import.
• CB Statement Import Designer - design import formats to import Bank Statements in the CB Bank Reconciliation.

EDI Exporting

Use Export Designer to define the way a data object is exported in EDI Exporting. Export definitions support a number of file formats including CSV, tab delimited, fixed width ASCII files and Excel worksheets. Sample export definitions are available on the Accredo installation media in the EDIFormats folder. Export definitions contain MaxBasic code to create the format for the export file. Contact Accredo or your QSP for more information.

Another Exporting tool available is:

• GL Accountants Export Designer - design an export format to export GL Transactions in GL Export to Accountants System for an accountant to prepare final accounts.

File Exporting

Use File Exporting to export data from records in single files as raw data.