File-Based Import/Export - Revision history

Jgreco: Initial proofread pass - docs

2021-11-30T17:05:24Z

Initial proofread pass - docs

Yrobinet: /* Occasional Manual Balance Imports for Comparison */

2016-08-17T15:12:28Z

Occasional Manual Balance Imports for Comparison

Jwolbert at 14:32, 21 June 2016

2016-06-21T14:32:22Z

Lsilverman at 14:01, 25 October 2013

2013-10-25T14:01:38Z

Yrobinet: /* Types of Imports */

2013-09-25T20:39:03Z

Types of Imports

Lsilverman: /* Imports */

2010-06-07T21:32:58Z

Imports

Tfusco: /* Types of Exports */

2010-05-07T17:19:09Z

Types of Exports

Tfusco at 17:58, 9 March 2010

2010-03-09T17:58:19Z

Lsilverman at 18:14, 12 February 2010

2010-02-12T18:14:46Z

Lsilverman at 18:14, 12 February 2010

2010-02-12T18:14:12Z

@@ Line 18: / Line 18: @@
 === Manual Upload of Files to a Page ===
 There are several pages available under the "Integration" menu section of the web site.
 * User logs in and navigates to a page in the Integration section of the web site.
 * User uploads the file manually and specifies some settings to use while processing the file.
 * User waits for processing to finish.
@@ Line 37: / Line 37: @@
 ==Exports==
-TrackAbout can export certain kinds of data to flat files.  Files are placed in a secure FTP location for pickup.
+TrackAbout can export certain kinds of data to flat files. Files are placed in a secure FTP location for pickup.
 ===Types of Exports===
@@ Line 55: / Line 55: @@
 ==Common Import Scenarios==
 === Automated Invoice Imports ===
-The most common integration linkage to establish is the regular and automated exporting of invoice data from the accounting/order entry system and importing into TrackAbout.  This enables TrackAbout to compare the invoice/order info to the actual records collected in the field by workers doing deliveries.  This is a huge value-add for TrackAbout, as we help our customers catch mistakes in the field.  Being able to compare expected to actuals allows TrackAbout to automatically verify delivery records when the two match.
+The most common integration linkage to establish is the regular and automated exporting of invoice data from the accounting/order entry system and importing into TrackAbout. This enables TrackAbout to compare the invoice/order info to the actual records collected in the field by workers doing deliveries. This is a huge value-add for TrackAbout, as we help our customers catch mistakes in the field. Being able to compare expected to actuals allows TrackAbout to automatically verify delivery records when the two match.
 === Occasional Manual Balance Imports for Comparison ===
-Another integration point is the balance import.  The client's accounting system maintains its own record of each customer's balance, independent from TrackAbout.  Because of the lack of strong two-way integration, it is possible, over time, for balances in the accounting system to drift away from those of TrackAbout, the system of record.  We have created a process by which a user can export customer balance reports from their accounting system, then import these reports into TrackAbout for comparison.  The user can then see where the differences lie.  If they so wish, they can perform a "[[Right Size Customer Balances|right-sizing]]" and force TrackAbout to agree with the accounting system.  This is achieved by adding Not-Scanned Assets to the customer balances.  Generally, we prefer that customers do not right-size TrackAbout to match the accounting system, because we feel TrackAbout is the more accurate system.  However, clients will sometimes have an established history with a given customer and an agreed-upon balance for which the customer is being billed rent.
+Another integration point is the balance import. The client's accounting system maintains its own record of each customer's balance, independent from TrackAbout. Because of the lack of strong two-way integration, it is possible, over time, for balances in the accounting system to drift away from those of TrackAbout, the system of record. We have created a process by which a user can export customer balance reports from their accounting system, then import these reports into TrackAbout for comparison. The user can then see where the differences lie. If they so wish, they can perform a "[[Right Size Customer Balances|right-sizing]]" and force TrackAbout to agree with the accounting system. This is achieved by adding Not-Scanned Assets to the customer balances. Generally, we prefer that customers do not right-size TrackAbout to match the accounting system, because we feel TrackAbout is the more accurate system. However, clients will sometimes have an established history with a given customer and an agreed-upon balance for which the customer is being billed rent.

← Older revision		Revision as of 15:12, 17 August 2016
Line 58:		Line 58:

	=== Occasional Manual Balance Imports for Comparison ===		=== Occasional Manual Balance Imports for Comparison ===
−	Another integration point is the balance import. The client's accounting system maintains its own record of each customer's balance, independent from TrackAbout. Because of the lack of strong two-way integration, it is possible, over time, for balances in the accounting system to drift away from those of TrackAbout, the system of record. We have created a process by which a user can export customer balance reports from their accounting system, then import these reports into TrackAbout for comparison. The user can then see where the differences lie. If they so wish, they can perform a "right-sizing" and force TrackAbout to agree with the accounting system. This is achieved by adding Not-Scanned Assets to the customer balances. Generally, we prefer that customers do not right-size TrackAbout to match the accounting system, because we feel TrackAbout is the more accurate system. However, clients will sometimes have an established history with a given customer and an agreed-upon balance for which the customer is being billed rent.	+	Another integration point is the balance import. The client's accounting system maintains its own record of each customer's balance, independent from TrackAbout. Because of the lack of strong two-way integration, it is possible, over time, for balances in the accounting system to drift away from those of TrackAbout, the system of record. We have created a process by which a user can export customer balance reports from their accounting system, then import these reports into TrackAbout for comparison. The user can then see where the differences lie. If they so wish, they can perform a "[[Right Size Customer Balances\|right-sizing]]" and force TrackAbout to agree with the accounting system. This is achieved by adding Not-Scanned Assets to the customer balances. Generally, we prefer that customers do not right-size TrackAbout to match the accounting system, because we feel TrackAbout is the more accurate system. However, clients will sometimes have an established history with a given customer and an agreed-upon balance for which the customer is being billed rent.

← Older revision		Revision as of 14:32, 21 June 2016
Line 1:		Line 1:
		+	{{TrackAbout Feature
		+	\|Parent Module=Core Tracking
		+	\|Feature Description=TrackAbout can import data from flat files in various file formats.
		+	}}
	[[TrackAbout_API_and_Integration_Points\|<< Back to TrackAbout API and Integration Points]]		[[TrackAbout_API_and_Integration_Points\|<< Back to TrackAbout API and Integration Points]]

@@ Line 20: / Line 20: @@
 === Automated Processing of Uploaded Files ===
-For automated processing, files can be sent via FTP to TrackAbout for scheduled pickup.
+For automated processing, files can be sent via secure FTP to TrackAbout for scheduled pickup.
-* User or automated process transfers the file to the TrackAbout server (usually via FTP).
+* User or automated process transfers the file to the TrackAbout server (usually via secure FTP).
 * Periodically the files are picked up and processed using preconfigured settings.
 * Any warnings or errors are sent to a list of preconfigured email addresses.
 ==Exports==
-TrackAbout can export certain kinds of data to flat files.  Files are placed in an FTP location for pickup.
+TrackAbout can export certain kinds of data to flat files.  Files are placed in a secure FTP location for pickup.
 ===Types of Exports===

@@ Line 10: / Line 10: @@
 * Quality Control Data
 * Customer Balances
 === Manual Upload of Files to a Page ===

@@ Line 7: / Line 7: @@
 * Certificates Of Analysis
 * Crib Inventory
-* Invoices
+* Orders / Invoices / Delivery Data
 * Quality Control Data
 * Customer Balances

@@ Line 37: / Line 37: @@
 * Post Fill Analysis
 * Rental Bills
 * Verified Invoices

← Older revision		Revision as of 17:58, 9 March 2010
Line 1:		Line 1:
		+	[[TrackAbout_API_and_Integration_Points\|<< Back to TrackAbout API and Integration Points]]
		+
	==Imports==		==Imports==
	TrackAbout can import data from flat files in various file formats.		TrackAbout can import data from flat files in various file formats.