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    How do I import Funds?
    • 23 May 2024
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    How do I import Funds?

    • Updated on 23 May 2024
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    Article summary

    The process described will allow you to import funds into FIMS. This tool works for FIMS on-premises only.

    Answer:

    There is a general purpose import that currently will import fund information into the fund1 and fund 2 tabs. Before you can use the utility, you need to set up some system options.


    Configure System Options for Import Tables

    1. Go to Tools > System Utilities > System Options.

    2. Click Editor tab.

    3. Scroll down to the section [System].

    4. Insert a line.

    5. Enter ImportTable=fund into the new line.

    6. Click OK to save and close.

    The screenshot below shows a system that is configured for Fund and Profiles. In this area you would add any tables that you would like to import into.

    Notes:

    • The data you wish to import must be in an excel spreadsheet saved as an xls, not a csv or txt file.
    • You must have column headers in your data.
    • It is recommended to test the utility in Test and Learn first, not in the Live database.
    To run the procedure:

    1. Go to Tools > System Utilities > Run Procedure.

    2. Enter or browse for gui\imports\d-ssimp.w.

    3. Click OK

    The screenshot below shows an example of running the tool directly on the database server with a C path. Your server may have a different path for the NPO folder, or you may be running on a workstation in which case the patch would begin with N:\found.

    3. When the tool opens, click Next.

    4. Browse for your saved spreadsheet.

    5. Select the Worksheet tab number containing your data.  This will typically be 1.

    6. Enter in the data range for the imported data.  The From cell will most likely be A1 since the top row contains the labels, but adjust your values accordingly.

    • Initially the Through cell should include the last column of your data, but you can limit the test number of rows to 1 by entering a value of 2 in the Through value row number.

    7. Check off the box labeled, 'First row contains labels' since your first row contains the column labels.

    8. Click Next

    9. Select Fund in the table list

    10. Click Next

    11. The next screen maps the columns in your spreadsheet to the fields in the FIMS fund database table. 

    12. Select a column in the Excel Column section

    13. Select the field you want that column to import into in the Data Map section

    14. Click Add

    15. Repeat for all values you want imported.

    16. When finished, click Save map and name and save the file.

    • If you matched a column to the wrong data field, highlight the match and click Remove

    17. Click Next and then Finish to import the data

    18. After importing review the imported information in the Fund module. Correct the map and your excel spreadsheet until everything flows in correctly. Since the map has been saved, if the imported data flowed into the correct fields and the resulting records are fine, you can easily repeat the process in the Live database and instead of mapping your data again, you can retrieve the saved map and be assured that the data will flow into the fund table correctly. 



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