In order to be able to create an XML KFI import file or a CSV KFI file with a header row, you must use the correct field names in the correct tab order (i.e. tabbing through the fields in the required Attaché screen) for the task you are importing data into. The easiest way to get a list of field names is to export them from within the software.
To do this:
Start the required task in Attaché, e.g., if you are planning to import employee details, choose Masterfiles, Employees, Employee Details, Maintain. See Tip Below.
Choose File, Keystroke File Import (or press CTRL+F9 on the keyboard) to start the Keystroke File Import program.
Choose Export (F11) to save a list of the current task's field names into a text file. The Select aa Export File window is displayed.
Enter your preferred file name and location, then press Save. A text file in the XML KFI format is saved to your nominated location. The file contains the mandatory XML KFI tags, as well as the field names for the current task. Note: You can also save the file in CSV format by selecting Comma-separated Values (CSV) in the Save as type field.
🤓 Tip: The export task only includes the active fields from the task screen. If a particular field or number of fields are missing from the exported list, return to the task screen and tab through the fields once before attempting to export the list again. Note that in certain transaction-entry screens you may need to tab through the fields on multiple sections (such as service line, sundry line, etc.) and on zoom in screens.
See also: Keystroke File Import.