Tools Menu Button

Create a Delimited Header File

Introduction  Previous Topic 

After selecting a form from the tax form group, IMU populates the destination view with a list of destination fields specific to that form's schema. If your source file includes a descriptive header record with field names exactly matching any or all of those displayed in the destination view, the Map by Name procedure can be used to automatically map each source field to its respective destination.

 

To facilitate the creation of such a header record, the Create a Delimited Header File tool should be used. Once a header has been created, it can be pasted into Excel or any other text editor that contains your source file. You can then edit this file in order to remove unwanted fields and columns.

 

To create a delimited header file,

 

Select the tax form (or "Clients") from the tax form group.
Select the delimiter to be used from the delimiter group (tab, comma, and pipe delimiters are supported).
Select Create ... Delimited Header File for ... from the Tools Menu Button (the ellipses are replaced with the delimiter and form you've selected, respectively).

 

IMU will suggest a filename (e.g. 1099MISC_2021_Header_Comma) based upon the delimiter and tax form selected. By default, this file will be saved with a TXT extension in the folder 2021MAPS\HEADERS located within the installation folder (e.g. IMPORT\2021MAPS\HEADERS).

 

note Note

 

The Create a Delimited Header File menu selection appears disabled (dimmed out) if either (i) a delimiter has not been selected or (ii) a tax form has not been selected.