Priority Data Systems

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To import a rate from Priority Data, you must first export your rate from Priority Data, and choose Amsoft. If Amsoft is not available as an export option, contact Priority Data for the newest version.

This should bring you to Amsoft's Priority Data Import Screen.



Click on 'Auto' from the main menu. This will bring up a screen which lists the client's name, a possible account code, and some other information.



The Account code listed may not be able to be used. You must check to be sure that this account code is unique and has not been used before. You can change the account code to whatever you desire. You can also change or choose the other fields on this screen. When this screen is correct, click on the 'Continue' Button to import the rate.