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Using IM Upload

IM Upload uploads work-file data into the same system files that posting transaction detail updates. Form help: About the IM Upload Form. There is no help slug using-im-upload. The action button is Update, not Upload.

  • Direct imports write straight to the associated database table.
  • Batch imports write a batch file (examples: CMCE, EMBF, JCCB, MSTB, PRTB). Then open that batch in the matching form and adjust before processing.

Before you start​

  • Supported file format; IM Template with field mapping and any cross-references.
  • If attachments: delimited format only, header records only, and a Record Key identifier on the template.
  • File already imported in IM Import, then reviewed/edited in IM Work Edit.
  • Bank-rec imports: initialize cleared entries in CM Clear Initialize before reviewing the data.

Steps​

  1. Open IM Upload.
  2. Enter Import ID (only documented field). Defaults to the last active Import ID; F4 for valid IDs.
  3. Click Update.

Hard rules​

  • Validation during upload is minimal. Errors not caught here should surface in normal batch validation; fix them or remove the records from the batch. Direct imports skip that batch validation step because they write the table immediately.
  • Auto-import is a separate path (IM Auto Import Profile Setup).

Notes​

  • Related: Importing Data from Third-Party Systems; IM Import; IM Work Edit; IM Template; IM Cross Reference; CM Clear Initialize; Import Types; IM Batch ID; IM Import Purge.
  • Procedure wording may say “upload the work edit file” or “batch processing form”; the form says work-file data goes to a batch file, then you access the batch in the appropriate form.