...
The Custom Report Writer can be used to create the header file for you. To do so, Select the Object you wish to import. Once the object is selected, add the 'Identifying Fields' necessary to import the object. (These will be the required headers needed to correctly import the records. This list can be found below.)
From From the Utilities menu,
- Click on 'Choose File' to select an outside file to import.
- Select an importable entity
- Cash Account
- DateTextField Definition
- Expenditure Account
- Revenue Account
- Click on Load.
...
| Info |
|---|
Each Object to be imported has to be created on a separate .CSV file. The Identifying Fields below have to be entered exactly how they are written. For more Identifying fields, please use the Custom Report Writer to find the field names for the accounts. 'Select Object' to open up the Property names and hover over the name with your mouse pointer: example. ('RegularItemConfig' Object - Employer Health Coverage identifying field would be employerHealthCoverage.CashAccount Object - the cash account dimensions are under 'Code'. code.fund would identify the fund code of the cash account. |
Cash Account CSV Format
| Object to be Imported | Identifying Field Required |
|---|---|
| Fund | code.fund |
| Special Cost Center | code.scc |
Account Description | description |
Expenditure Account CSV Format
| Object to be Imported | Identifying Field Required |
|---|---|
| Fund | code.fund |
| Function | code.func |
| Object | code.object |
| Special Cost Center | code.scc |
| Subject | code.subject |
| Operational Unit | code.opu |
| Instructional Level | code.il |
| Job | code.job |
| Account Description | description |
Revenue Account CSV Format
| Object to be Imported | Identifying Field Required |
|---|---|
| Fund | code.fund |
| Receipt | code.receipt |
| Special Cost Center | code.scc |
| Subject | code.subject |
| Operational Unit | code.opu |
| Account Description | description |