How to Use the Import Data File Tool

Overview:

In this article, we will cover how to import Interchange File Format (.iff) and Microsoft Excel or Microsoft CSV files ( .xls, .csv, .xlsx) into Brokerage Engine Accounting in order to create Journal Entries. Please find the available resources below.

Important to know:

This feature is not configured by default. If it is not already enabled, please reach out to your dedicated BE CSM to have it activated.

Quick Reference:

Link to Full Step-by-Step Guide