Import Isolved Transactions

There are 2 options for Importing ISolved Transactions into Keystone

• The Export and Import Process where iSolved Exports a .csv file and Keystone loads it.
• The iSolved/Keystone API interface. This option is still pending.

Export/Import via transfer file

General Ledger

NOTE: The General Ledger export will also include Job Cost Data.

Export file from iSolved

• Make sure your iSolved team has provided you with the standard g/l and c/m reports designed for Keystone.

• Select the report menu from the main iSolved menu. This will normally be under Reports/Report Archive.

iSolved Menu

• Scroll to the bottom of the list

• Select the desired report.
• Pick the correct weeks payroll.
• Make sure to save in CSV format.
• Save to a convenient folder on your local computer.

Import file into Keystone

• Select Import Transactions from General Ledger Entry/Inquiry menu.

• • You will need to select the file you exported from iSolved.

Post the Imported batch

• Select Journal Entry from the General Ledger Entry/Inquiry menu

• Select the newly created batch

• Hit the Post option