Import Data Overview

The Import Data submenu provides tools for importing various types of data into Compeat. You can have Compeat automatically move files to an archive folder after importing by specifying archive directories on the File Archives tab of the Other Definitions screen.

The following import options are available:

• Import Invoices (Templates)

• Import Journal Entries (Spreadsheet)

• Import Journal Entries (Templates)

• Import ADP Journal Entries

• Import Advantage IQ Journal Entries

• Import Caterease General Journal

• Import Budgets

• Import Sales Mix

• Import A/R Open Items (Spreadsheet)