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Using IM Upload

IM Upload applies reviewed records from IM Work Edit to the live Vista database. This is the last step in the IM workflow.

Before you start​

  • Template, import, and work-edit steps are complete.
  • You have the import ID used for the staged file.
  • Staged records were reviewed for header rows, blanks, and mapping errors.

Steps​

  1. Open IM Upload.
  2. Enter the import ID for the file.
  3. Click Upload.
  4. Watch for error messages or the completion message.
  5. For batch-related imports, review the form that lists created batches by company and month.

Notes​

  • If an error occurs, use IM Work Edit to find the problem sequence.
  • Records processed before an error are already in the system. Delete them before reprocessing the full file, or you may create duplicates.
  • Keep IM Import open until upload completes so you can retry when needed.