Keystroke file import files (KFI) need to saved in the correct file format.
Regardless of the type of KFI you created (CSV or XML), when selecting the file to import, the application defaults to looking for *.kfi file types.
Notes prior to running a KFI Import
To import any information in Attache through KFI you need a KFI template in the correct format to be ready with data in it.
If you are using standard KFI you can use a different extension, such as .CSV, as the data within the file is already structured.
If you are using KFI in Unattended mode, you must name your files using the .kfi file extension. See: Setup a new KFI inbox for unattended KFI.
Ensure that the user has menu access rights to Keystroke File Import on the File menu, and also to the required Attache tasks. To set up or change menu access rights:
Choose Setups, Company, Menu Access, Menu Access Rights.
Ensure that the user has menu access to Keystroke File Import on the File menu, and also to the required Attaché tasks. See also: Change menu access rights.
Attache Software recommends that you back up your company data prior to running an import of the data. If a KFI does not complete successfully or you are not satisfied with the results, you can then restore the data from the backup. See: Create an archive and find the archive file.
Save a KFI file as a Text File
While in Notepad, select File, Save As. The Save As dialog appears
At Save as type, select All Files
At File name, type your preferred file name, followed by .KFI, e.g. type Customers.KFI.
Save a KFI file as a Spreadsheet file such as MS Excel
While in MS Excel, select File, Save As. The Save As dialog appears.
At Save as type, select CSV (comma delimited).
At File name, type your preferred file name (an extension is not required).
Follow the prompts and select Yes when prompted.
Exit the file.
Open Windows Explorer, locate file created in step 3.
Right-click on the file and select Open with followed by selecting Notepad. Wait for file to open in notepad.
Select File, Save As. The Save As dialog appears.
At Save as type, select All files.
Add in ".KFI" to the file name e.g. Customers.KFI.
📌Tip: Use Step 6 - 10 under in Excel to open any non-TXT extension file (such as file with XML or KFI as extension) in notepad.
Importing a standard KFI file
To import a keystroke file:
Select the appropriate maintenance or transaction task e.g. Customers, Enter Payments.
Position the cursor in the first input field on the task screen.
Choose File, Keystroke File Import or press CTRL+F9 on your keyboard or select KFI button on toolbar of Attache. The Keystroke File Import screen for the selected task is displayed.
Choose File (F2) on the Keystroke File Import screen. The files in the KFIDATA folder are displayed.
If the file you wish to import is not a *.kfi file, select All Files from the Objects of type list to show all files in the folder.
If the file you wish to import is located in a folder other than the KFIDATA folder, browse to the desired folder.
Select the file you wish to import.
Click OK.
In the Keystroke File Import dialog box, choose Start (F5). The file import begins. During the file import process the number of characters and the number of records (carriage returns) which have been read from the file are displayed.