To export and import data using CSV files in Access UBS, follow the steps below:
Open-source database. Go to Housekeeping, Export/Import, and select E.I. Housekeeping.
Ensure to set the Sub-Directory For ***9.CSV (example: C:\UBSSTK2015\CSV\)
Exit once done.
Go to Housekeeping, Export/Import, and select Export to CSV file.
Select the 1. COPY ARTRAN.DBF TO. Click OK.
Select filter by period and bill types.
Click Verify (ensure the Transactions to be imported and Transactions already in the batch are correct.
Click Export. Click Yes, and it will prompt the message “Are you sure”. Click Yes.
Click OK once the message prompts Copy Completed.
Open the target database and go to Housekeeping, Export/Import, and select E.I. Housekeeping. Setup location Sub-Directory For ***9.CSV (example: C:\UBSSTK2015\CSV\)
Go to Housekeeping, Export/Import, and select Import from CSV file
Select the 1. IMPORT FROM. Click OK.
Click Yes, and it will prompt the message “Are you sure”. Click Yes
