Preview the Import

Use the Destination tab to preview the data before importing it to ensure that the mapping is correct.

Note: The examples in this topic are based on the New Business import type.

To preview the import

1. In the Navigation pane, click Clients.

2. In the Clients pane, expand the appropriate folder and then double-click the client. The tab for the specified client appears in the Information pane.

3. Click the Import Files tab and then click the New Business, Financial Transactions, Maintenance, or Final Recall tab, depending on the import file type.

4. Click Modify File Mapping. The Data Translator window appears.

5. Click the Destination tab.

6. In the toolbar, click Preview Data.

Related Topics

Import File Mapping