How to search and replace terms when importing data

How to set up a search and replace function

Searching and replacing data with a function

In the import module in Axis you have the option to set up a search and replace function that will search through your import data for certain terms and replace with the correct terms. For example, if you wanted to correct the spelling of a Customer’s Name ie Handy Builders with H Builders Inc. Functions are saved to mappings and can be used on subsequent imports. To set up a function follow these steps.

  1. When editing a mapping in the third column select the drop down list to Add a new function and give the function a name.
  2. In the column labeled Search For select the terms that are in your import data that you would like to replace. Then in the adjacent column labeled Replace With, type in the term that you would like to replace with, you can have multiple search and replace terms.
  3. Click OK and the function will be saved to that mapping. When done you will return to the preview pane the function will replace any matching terms prior to import.

Watch the demo to see a step by step demonstration of the process.

  • Skills:

    • Advanced mapping
    • QuickBooks Desktop
  • Import into:

    QuickBooks Desktop

    QuickBooks Online

    QuickBooks POS