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To get access to the feature you must add it to your role:
In the admin module expand Security menu.
Expand the Role Manager menu.
From the Role List, click on the applicable Role you want to enable this feature for
On the Accesses list add Data Piping Import Transaction Expense
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Access Template
To access template:
In the admin module expand Data Piping menu.
Expand the Data Import menu.
Click on Expense
On top navigation bar, click on Action → Import From File
In the pop up window, click on Download Template
Populate Template
To populate template:
Locate where the file downloaded (this will be different based on your browser settings)
Fill out the fields that are marked as required but also the fields you will need for your configuration. A good way to find out what columns are needed for your configuration is enter in a manual entry and see what fields are required to be populated to save the record.
Once you have filled in all the fields and records, make sure to delete row 2 (the explanation of each field) before you import the file into DATABASICS.
Import Expense Data
On top navigation bar, click on Action → Import From File
Click Browse… to locate the completed template.
Select the file and then Open.
Click on Continue
A pop up window with any confirmation, errors, or warnings will appear. Review the messages and click on the X to close the window.
To review the new entries, use the “Load Status” filter and select “New” then“Apply” at the bottom.
Select each record to review the data. If you need to update the record, you can click on “Update” at the bottom.
Import via template rules
Below are some good rules to keep in mind when you are working on imports via templates:
Ensure you use the correct template - download “fresh” for each upload
Leave column headers as they are - never change the Column headers in the first row of your import template
Second-row descriptions are your guide - you may change the content of these cells to be more specific to your organization or the type of data you are importing
Empty fields when updating data - never leave a column heading in your template with cleared or blank data below UNLESS you really wish to clear data
Formatting - keep in mind that the file you are working in has a specific format (comma separated values) - amounts should not contain unique characters such as commas, double spaces, or leading zero’s
Additional Field Import via Template
Certain expense types may require additional fields on entry. The number of the fields associated with an expense type varies based on the setup. In order to be able to import data into these fields Databasics would need to map each o the additional fields for each expense type to the corresponding FIELD_VALUE on the template. Only after the mapping can the data be imported into the field. For the setup and mapping, please contact Databasics Support and Consulting tea.
