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Import an Audit File

An audit file allows you to import financial data from an accounting package into Factview.

Importing an Audit File​

  1. In the main menu, go to Data → Connect and Import.

  2. Open Import Files.

  3. Add the audit file by dragging it into the upload area or by selecting the file from your computer.

  4. Click Activate to link the audit file to a Dataset. This is required before the data can be used in reports.

  5. Click Import to import the data.

After the import is complete, the financial data is available in the dossier.