Import_Checks_Import_file_name

Import Checks - Import file name

Enter the import file name, include the path (d:\myfiles\filename.csv).

The import file name is the name of the file that is being used to import data into Connect applications. While the name itself doesn't affect the data inside the file, it often follows specific naming conventions to help: 

  • Identify the contents or purpose of the file. 

  • Track the source system or data type. 

  • Indicate the date or version of the data. 

  • Comply with system requirements. 

 

Examples of import file names

File Name

Purpose

um_checks_20240528.csv

Utility management checks, dated May 28 2024.

checks_import_batch1.txt

First batch of check records.

vendor_ checks_202402.txt

Vendor checks, dated May 28, 2024.

 

 

Why file names matter

  • Ease of identification. Helps users and systems recognize what's in the file. 

  • Version control. File names and dates or batch numbers prevent overwriting and help with audit trails. 

  • Error tracking. Easy to locate or reference files when troubleshooting import issues. 

 

 

 

 

 

 

 

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