Red River

Red River Software is copyrighted material belonging to Red River Software.

Create a Transaction Export File From Red River Software

1. Select Operations>Custom Views>Views. 

   Note: The Custom Views option is not available to everyone. Please contact customer support at Red River Software for additional support.

   

2. Click the Load button. Please note this export will only export current data. Once the period is closed, prior data cannot be retrieved.
   
3. Select all transactions.
   
4. Click Yes to continue.
   
5. Name the export file and click Open.
   
6. Select Yes for Custom Headers.
   

Import the File into Full Contact Accounting:

1. Select Write Up>Import Transactions>Red River.
2. Browse for the Import File.
   
3. Map the Red River accounts using the account map grid on the left side of the window. Select the FCA account in the Map To column for each Red River account. Click the Fill Map button at the upper right of the window to have the system look for and map all accounts where the account Lookup in FCA matches the account code used in the file being imported.
4. Check Combine lookup with name to combine the Red River Vendor>Employee Number with the Name. If this is not selected, only the Name field will be imported.
5. Click OK to import the data.

Note: Be aware of the Save icon in the toolbar. 
FCA will save and remember the mapping for any account which has been previously imported. If it is necessary to cancel an import after some accounts have been mapped, click the Save icon to save the mapping that has been completed.

• Cancel—Click the Cancel button to close the screen without importing.
• Print—Click the Print button to print the saved mapping for the displayed import.
• Fill Map—The program will look for accounts with the same Lookup as the account number in the file being imported and populate the Map To field with any matches.
• Export Map—Click the Export Map button to export memorized mappings to a .txt or .csv file.
• Undo by Batch—To delete all transactions imported in a batch, select Writeup>Import Transactions>Red River. Select the Batch to be deleted in the Undo by batch field and select Undo.
• Batch—Each import will be assigned a unique Batch name that follows a similar format. Batch RR 2020 5-1 indicates that the import is the first Red River import done in period 5 of 2020. If a file is imported in the same period using this import, the batch name would be RR 2020 5-2.

View imported transactions

1. Select Utilities>Search Transactions.
2. Clear the Date fields.
3. Select the Batch from the Batch field drop-down list.

Additional filters may be set to zero in on particular transactions.