Returns Import
What is Returns Import?
Returns Import is an advanced feature that allows for bulk entry of return data. The import facility is designed so that a database output can be fed directly into our system, populating return(s) without the need for user data entry.
What is a Presets File?
A Presets file is a template file in XML format that specifies the architecture of the return. In order for your database output to be understood by our system, your database output must match the architecture of the applicable return. In contrast to the Returns Entry table upload feature, the Presets file can populate multiple form elements in our system.
How do I setup Returns Import?
As the Returns Import process is built with the aim of automating data entry and we have specific data entry requirements, it is recommended that you contact your account manager to discuss usage of this facility.