Viz.mif

This filter has now been superseded by the functionality of DVIZ.MIF. DVIZ.MIG is faster and more comprehensive than VIZ.MIF. ImportFilterName needs to be set to "viz.mif".

However, in cases where a direct SQL import is nor wanted or is not possible this filter provides and alternative file import.

The only filter type supported is Client/matters (2). You can optionally also import employees via LDAP (1).

All other import types are ignored. The MatterClientRelationship should be set to 7 (MUST_HAVE_MATTER_AND_CLIENT and CLIENT_FIND_MATTER), as this filter is for an accounting firm in Australia, so it will have many clients per matter, and must have clients and matters.

General PMA.INI file settings

In the PMA.INI file the [System] section settings are:

PmaKey = 6

PMASystemLongName = "MYOB Viztopia practice management"

PMASystemShortName = "VIZ"

The PMASystemShortName is not currently being used, but is kept in for reference.

WidthOfClientCode = 10

WidthOfMatterCode = 10

WidthOfGeneralCode = 10

The code with fields are set to 10 in the Viztopia database.

A matter in MonTel is an assignment in Viztopia. Therefore, the MatterTypeName in the [description] section in the PMA.INI file should be "Assignment".

Clients/matters

The expected format is a tab or space delimited file with a layout corresponding to the following format: (The first tow lines are not included. They show the spacing of the characters). Each line is a new record.

0 1 2 3 4 5

123456789012345678901234567890123456789

Assignment Code Client Code Client

Employees

If ImportReportFormat is 256 (or 512 or 1024 or 4096) then the LDAP import from active directory.