This article shows how to import transactions in bulk using a csv. file within Unity® Practice Management

Import CSV files

This feature allows the import of csv files containing multiple entries in a simple and easy way

Template CSV files are provided for Land Registry Imports as well as General Imports

• Navigate to Money > Import E-Chits

• Select the template you require and it will download automatically

   

  

   

• You can also view the Template breakdown here

• Complete the template with your records
• Drag and drop the file onto the screen and the data will be imported and displayed

Once data is imported you can amend any details such as Case code, Nominals, Suppliers and Amounts.