Import/Export Process

The Import and Export functions in New World ERP were designed and implemented to facilitate the transfer of large quantities of data in varying formats. In addition, these processes are designed to take advantage of the new XFACTOR (XML Format Accelerated Conversion and Transformation Operational Resource) translation tool.

Note: If your organization has a third-party tool used to create files in our format, you will not be using the translation piece of the XFACTOR tool.

Import Type List

The Import Type List page displays the import types available in New World ERP. On this page, you can also create a new import type or edit an existing one.

To set up import types, follow the steps below:

Go to Maintenance > new world ERP Suite > System > Import/Export > Import Type List.
On the Import Type List page, click New to create a new import type or click the Import Type Name hyperlink to edit an existing import type. The General page opens first, by default. See Import Setup for more information.

Export Type List

The Export Type List page displays the export types available in New World ERP. On this page, you can also create a new export type or edit an existing one.

To set up export types, follow the steps below:

Go to Maintenance > new world ERP Suite > System > Import/Export > Export Type List.
On the Export Type List page, click New to create a new export type or click the Export Name hyperlink to edit an existing export type. The General page opens first, by default. See Export Setup for more information.

Additional Processing Updates

The Import/Export process also affects the user interface in the following four areas of the software: Journal Import, Export ACH Transmittal (in Payment Processing and Bank Drafting), Import Bank Reconciliation Transmittal, and Import Budget.

Imports

The Translation Account Group field now appears on import screens.

The Data File and Data Format fields have been replaced by the Import Type and Import File Location/Name fields. These fields determine what import type is being performed and what file should be used for the translation of the data.

Exports

The Translation Account Group field now appears on export screens.