Use the Import dropdown on enhanced lists

Enhanced lists for some areas of Intacct in Sage Intacct support different import methods, depending on the list. Some lists let you choose between CSV import or Import service, while others only support the import service.

let you import data using either CSV import or Import service imports. Use the Import dropdown at the top of enhanced lists to select the import option that best fits your needs.

How the import dropdown works

On enhanced lists, the Import option appears at the top of the list.

  • If the list supports both import methods, selecting Import lets you choose between CSV import and Import service.

  • If the list supports only the import service, selecting Import opens the import service workspace directly.

Enhanced lists and available import options

The following enhanced lists include an Import dropdown that lets you select between CSV import and Import service.

Area Import Import service CSV import
Accounts Payable AP purchase invoices Checkmark (true) Checkmark (true)
Accounts Payable Suppliers Checkmark (true)

Checkmark (true)

Accounts Receivable Advances Checkmark (true)  
Accounts Receivable AR sales invoices Checkmark (true) Checkmark (true)
Accounts Receivable Customer Checkmark (true) Checkmark (true)
Company Classes Checkmark (true) Checkmark (true)
Company Contact Checkmark (true)  
Company Department Checkmark (true) Checkmark (true)
Company Entities Checkmark (true) Checkmark (true)
Company Location Checkmark (true) Checkmark (true)
General Ledger Accounts Checkmark (true)  
General Ledger Statistical accounts Checkmark (true)  
Inventory Control Warehouses Checkmark (true) Checkmark (true)
Projects Employees Checkmark (true)  
Projects Projects Checkmark (true) Checkmark (true)
Projects Tasks Checkmark (true) Checkmark (true)

How to use the Import dropdown

  1. Open the enhanced list for the area of Intacct you want to import data into.

    For example, go to Accounts Payable > All > AP purchase invoices.

    Make sure that the enhanced list is turned on.

  2. At the top of the list, select the Import dropdown and select one of the following options:

    • CSV Import

      If available, the CSV import dialogue opens, allowing you to upload and import a CSV file for the current area.

    • Import service

      The Import service Welcome page opens, showing the imports you can run based on your user permissions. You can perform multiple imports in sequence across different areas of Intacct. Close the Import service window when you’re finished.