Data Import Client

Overview

The Data Import Client allows users to import bulk data and generate standard importing templates for entities within the FreeBalance Accountability Suite.

The Generate Templates function allows users to generate a standard importing template for entities within the FreeBalance Accountability Suite.

The Import Data function allows users to import bulk data.

Data Import Execution Log allow users to monitor and view the results of the import process.

Generate Templates

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.

 

Import Data

Overview

The Import Data function allows users to import bulk data. This information is processed and proper records are created on the affected entities. FreeBalance Accountability Suite allows users to generate the templates that are to be used to populate the data. Once the templates have been generated and populated, the Administrator User now be able to import the data in the system using Data Import Client.

 

Navigation

Admin ► Data Import Client ► Import Data

 

Import Data screen Fields

Field

Description

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.

Import File

Tool for uploading the generated file into the system.