The Best Button Ever

Karen Badham — Thu, 13 Aug 2009 14:25:00 GMT

I am going to share with you one of my favorite tips for importing. It’s called the browse button. This button will give you examples of what the import will take for a particular field. On the Fields tab of the import parameter, highlight an import field line and then click the Browse button. It’s in white text on the dark gray bar towards the bottom right. A Browse box will pop up with examples of what can be imported for that field.

I hope this helps your import process!

Importing into The Financial Edge

Daniel Dalnekoff — Tue, 07 Apr 2009 19:04:00 GMT

Ahh spring. Around this time of year a few things happen....it warms up so I can laugh at myself trying to improve my golf game, it becomes unbearably hot to play paintball, and I can finally get my bike out of the shed. Oh, and we will see an increase in the number of import transactions questions in FE. Over the next few weeks I will share my tips and tricks for the most common imports.

Let's begin with one of my personal favorites, the Journal Entry Batch. The required fields will ultimately depend on what you are trying to import, so I find it helpful to build a template by creating a blank batch. Save the batch to ensure all required fields are listed and note the batch number. Then export the batch through the Export module in a .csv (comma separated values) or .txt format. Now you have a template to build your import.

Now begin entering the transaction information into the file. I recommend not using any formatting, such as date, or any special symbols, such as a dollar sign ($), to the text. Save your file as a .txt or a .csv to make it import nicely into the software. Open the blank journal entry batch and select Batch Import Transactions or press Control + I on your keyboard to start the import process.

If you have transactions distributed to multiple projects, make sure they are grouped together by using the same extension. For example:

project_ID_0 <extension 0>
project_amount_0 <extension 0>

project_ID_1 <extension 1>
project_amount_1 <extension 1>

project_ID_2 <extension 2>
project_amount_2 <extension 2>

Ok, so this may have been a rough overview, but try to walk through it and let me know where you may get stuck. Leave a comment to share helpful tips of your own or to request an import for me to cover in an upcoming post.

The Ledger : import

The Best Button Ever

Importing into The Financial Edge