Workflows

Note

The different elements in the workflows are explained in about docs.

Importing Files

Import G/L Entries & FA Entries

The workflow for importing general ledger entries and fixed assets ledger entries is as follows:

Import Files

  1. Install the Spider app.
  2. Choose the search icon (ALT+Q), enter Integrations, and then choose the related link. Select New and create the integration and select Integration Type.
  3. Add additional settings.
  4. Specify file settings.
  5. Decide whether to use a Communication Method like SharePoint Online or other.
  6. Create the communication method and save the file according to Communication Method.
  7. Choose the search icon (ALT+Q), enter Integration Queue, and then choose the related link. Select the Import and Process All action.
  8. Save the file to import and process on the current device, if not using a communication method.
  9. Choose the search icon (ALT+Q), enter Integration Queue, and then choose the related link. Select the Select file and Import action.
  10. Select the Process Selected Lines on the Integration Queue page.
  11. The system will import, and parse the data. It is possible to select the Details action to review and edit the data if necessary.
  12. The system will validate and post the data.
  13. The final step is that the data is archived. Find archived data on the Integration Queue History page.
Tip

Spider contains the Integration Types Import SIE (SwBase) and Import Reconciliation, which can be set up on the Integrations page and used if the SweBase app is installed, in a similar way as the above workflow.

See Also

How To
User Guide
App Dependencies
Process File Imports in Eagle