Import data, redesigned, with fixes on the page

One page for your move, rows you can edit or leave out, Qix suggestions for columns and errors, and Add in place of Commit.

Import data has been rebuilt so you can see where your move stands and fix a file without leaving the page.

  • One page for your move. The separate Move from QuickBooks or Xero page is gone, and its old address opens Import data. Your move, in order shows the six steps with their status and an Import link for each list. Books check replaces the Final check.
  • Clearer history. Import history shows each upload's status and its result in words, with Continue review for an upload that is waiting. Filter it by status.
  • A simpler upload page. Drop a file on the upload area or choose one. The rules sit in four sections you can expand, beside a table of the columns for that file.
  • Match columns by column. Column matches lists each column of your file with a sample value and a Goes to choice. Matches you save are remembered for the next file of that type with the same headers.
  • Fix rows on the page. A row with an error has Edit row, and you can Leave out a row or Put back one you left out. Edits change the upload only, never your spreadsheet. Every row is checked again after each change, and any error still blocks the whole file.
  • Qix suggestions. Qix can suggest a field for a column it could not match by name, and a fix for some rows with errors. Nothing is applied until you confirm it. See Qix suggestions on imports.
  • Add in place of Commit. The button now names what the file adds, such as Add 12 vendors, and a finished import shows as Added. A background import updates its progress on its own.

What to do: nothing changes in your books or in imports you have finished. If you kept a link to the old move page, it now opens Import data. Start with Plan your move, then prepare and review an import file.

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