This post is part of the Features of Financial Elementz from ISC Software, as well as part of the over-arching GP Elementz from ISC Software series.
One a General Ledger Import Definition has been created, it is a simple process to run it whenever needed to import a journal, or journals, from a Microsoft Excel spreadsheet.
The spreadsheet can contain a single journal or multiple journals; the import will group the header fields together in the same way as Integration Manager or SmartConnect.
The example I am using here is a simple two line journal, but the file could equally contain several hundred lines split between different journals:
With your data prepared, the General ledger Import window () can be opened and the relevant definition selected; use the browse function to select the spreadsheet to import and click the Process button:
When the import has completed, a confirmation dialog showing how many lines were successfully imported will be displayed:
The journal, or journals, will be available in Microsoft Dynamics GP for review and posting; at this stage they are journals with no difference from those manually entered:
GP Elementz from ISC Software
Features of Financial Elementz from ISC Software
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