CenterPoint Payroll - Import External Data into CenterPoint

Document #: 3132 Product: CenterPoint

Custom imports are used for bringing external data into a CenterPoint database. For example, an import can be created that would bring your existing employees from a different payroll program into CenterPoint Payroll. Custom imports can be developed specifically for your needs. Contact the Red Wing Software sales team to discuss purchasing a custom import program for your business.

Once a custom import program is purchased, Red Wing Software will deliver it as an attachment to an e-mail. If e-mailing the file is not an option, you will need to make other arrangements with your salesperson. The details below will identify the step-by-step instructions a customer will follow to setup and use the custom import.

Step A - Save the E-mailed ImportActivation.txt File (one-time setup)

Step B - Setup the Custom Import Location (one-time setup)

Step C - Import Data Using the New Custom Import Program

File > Import

Step A - Save the E-mailed ImportActivation.txt File (one-time setup)

  1. Open the e-mail received from Red Wing Software (with the custom program file attached).
  2. Save the attachment to your computer or network. For example, if you are using Microsoft Outlook as your e-mail program, you would select File > Save Attachment and then specify the location to save the file. The file can be saved to any location, but be sure to note exactly where it was saved to. The process you will use to save the attachment depends on the software you are using for e-mail. Contact the person who setup your e-mail for step-by-step instructions to save a file attached to an e-mail.

Step B - Setup the Custom Import Location (one-time setup)

  1. Select File > Import > Add Imports.

  1. Within the Add Imports screen, click Add Imports.
  2. Browse to the location where the importactivation.txt file was saved (Step A).

  1. Select the importactivation.txt file, and then click Open.
  2. Click OK at the Restart CenterPoint to see the new import(s). message.

  1. Close and restart CenterPoint. The new import option(s) will not be displayed in CenterPoint until it has been closed and restarted.
  2. If you are running CenterPoint on a network, you will need to repeat Step B on each workstation that will be using the custom import program.

Step C - Import Data Using the New Custom Import Program

  1. Select File > Open to open the database in which data will be imported into.
  2. Select File > Imports. A list of purchased imports will be displayed below Add Imports. In our example, the ImportActivation file included three imports; Account Import, General Journal Import and Employees.

  1. Select the appropriate import. In this example, we'll choose the import that allows us to import general ledger accounts.
  2. Import options will be displayed. The fields and screens displayed depend on what type of data is being imported. Specify the requested information and click Next. The screen displayed below is just an example. The import screens created for your company may look different and include different fields completely.

  1. Continue to provide requested information and click Next until the process is complete.

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