Skip to main content

System Maintenance - File Import - Import File Format - Cal-PM

  1. Last updated
  2. Save as PDF
  • Use comma-delimited (ASCII character 9) columns.
  • Follow each column with a carriage return (ASCII character 13), and a line feed (ASCII character 10).
  • Each entry must be followed by a period.
  • Use commas as placeholders for blank entries.
  • Save the file on the server.
  • Open the File Import form and upload the file.
  • Compile the file.
  • Review any errors by selecting Print Errors from the Action field.
  • All errors must be corrected before the file can be posted. After correcting the file, it must be re-compiled.
  • Post the file.
  • The information is posted to the client ledger.