Import Client Data From Digita Accounts Production v5

The Import Wizard can be used by Digita Accounts Production Advanced to import and create entity data and transaction data for multiple clients from Digita Accounts Production version 5 data. You will need to follow the export instructions in the Data Migration document before progressing below.

The Wizard can also be used to import clients and data from Sage and IRIS files.

Import client and transaction data as follows:

  1. Login to Digita Accounts Production Advanced .
  2. From the main menu select File | Import to open the import data wizard.
  3. Select the Digita Accounts Production (JSON) option from the list in the Source area and click Next to open the Select source data dialog.
  4. A default source location (C:\Users\Username........\Documents\ExportedEntities) is provided but you can use the ellipsis button to browse to an alternative location of the DAP v5 export file if used.
  5. Click OK to select the folder.
  6. Click Next to list the clients in the folder.
  7. Tick the boxes to select the clients and periods you wish to import, un-tick them to eliminate them from the import. Ticking the top level boxes will automatically tick the associated boxes directly beneath. Accounting periods can only be selected from the newest to the oldest and must be contiguous. If a Group is selected, the individual records of companies within that Group will also be automatically selected.
  8. Click Next to continue.
  9. Use the ellipsis button to browse to and select the entity Template you wish to be associated with the imported clients and click OK to bring in the template to the above dialog.
  10. Once the template has been selected the Account Codes options become active. Select the Map Digita / JSON accounts to Digita accounts option if the selected template has codes, but they differ to the codes in the imported file. Select the Use Digita / JSON accounts option if the template selected doesn’t already have account codes or uses the same codes as the importing file.
  11. If the Map Digita / JSON accounts to Digita accounts option has been selected, click the ellipsis button to open the External Account Mapping dialog to map the incoming account codes with the existing template codes.

    12. To map the accounts, drag and drop the accounts from the imported file (left-hand column) to the accounts in the current period (right-hand column).

    Add further codes via the New Account dialog by clicking New from the External Account Mapping dialog

  12. Click OK to confirm and close the External Account Mapping dialog, if used.
  13. Click Finish to complete the client import process.

You can also link an existing client in Digita Accounts Production Advanced with a Xero organisation by following these instructions.