Importing transactions using the Transaction Import product option

Transactions can be imported from a CSV text file directly into CCH Trust Accounts using the Transaction Import product option.  This facility can be used either for an initial data transfer to Trust Accounts when a user moves from a third party system to Trust Accounts, or for regular transaction imports from another system which is the initial point of data entry.  Either way the Transaction Import can save an enormous amount of manual work.

Bank, Journals, Security and Property transactions can all be imported into CCH Trust Accounts. In addition, the "Special Program" can be used to import standing data into the system although care does need to be taken using this option. The reason is that there are limited validation checks when doing so, unlike when importing Transactions where there is a more comprehensive integrity check.

Please refer to the Transaction Import section to explore this option further.