Import Wizard

This option is only available in the ProfessionalEnterprise, and Architect editions.

If you don’t see an Import menu option, go to File > Setup Options > Integration Options > Importing/Exporting and check the Allow Importing box.

To import a new file, click on the File Menu (at the top of Easy Access) and choose Import > New. This will start the Import Wizard. The Import Wizard will walk you through importing your data into Easy Access by presenting a series of questions about the data you are importing. Click next to continue past the Welcome Screen and select your import file (optional), or cancel to return to Easy Access.

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