Data import & export

Importing data

To avoid manual keying CMS allows you to import information from your back office system.

The quickest way to create a large number of transactions is to upload an import file directly into CMS.

You can select whether to create individual transactions or a batch of transactions.

The system will scan the file for errors and then automatically generate the required individual transactions, or merge them into a batch.

Exporting data

Where data is presented on-screen you have the option to export it, either as a print ready PDF report or a CSV file (which can be imported into your back office system to avoid manual keying).