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Generate Templates

Tue, 2015-08-04 07:23 — achatterjee

Overview

The Generate Templates function allows users to generate a standard importing template for entities within the FreeBalance Accountability Suite. These templates, which are generated as Excel files are used as base for importing information into the system. This function is usually performed at the beginning of the implementation in order to import any important data that need to be transferred to the new system. This process is completed as part of the data migration process which are to be completed together with various departments where the data is located, whereby a number of different records are imported: bank balances, budget data, employee records etc.

 

Navigation

Admin ► Data Import Client ► Generate Template

 

Generate Template screen Fields

Field

Description

Data Import Method

There are two options available for Data Import method which allows to generate the following to templates for Data Import:

  • Excel files related using ID numbers references. In this method, the header file (main screen of the entity) has a unique ID number column for each row of data which can be used as a reference within the other item files (tabs below the header screen).
  • Excel files related using Line numbers references. In this method the header file and item files are referred by the row numbers. 

Project

This shows the list of modules for which users want to perform the import process.

Selected Entity

Based on the selected Project, this dropdown list shows the available entities under that project which has the import function available.