Import

Select the import format to use from the drop-down list. The following options are possible:

eFinancials–New

Use this option to create new expense tables.

eFinancials–Existing

Use to import the expense information from an existing eFinancials database.

XML–New

Use to create new expense tables.

XML–Existing

Use this option to import a listing of XML files, previously uploaded to the server. These files contain the schema for the expense table import.

1. From the Import drop-down on the Import Expense Tables tab, select eFinancials–New.
2. Click Save.
3. Complete the fields on the Expense Accounts Tab .
4. Click Next or click the header of the Details tab.
5. Complete the fields on the Details Tab.
6. Click Save.

1. From the Import drop-down on the Import Expense Tables tab, select eFinancials–Existing.
2. Click Save.
3. Edit the Expense Accounts Tab.
4. To continue, click Next or click the header of the Details tab.  
5. Edit the Details Tab.
6. Click Save.

1. From the Import drop-down list on the Import XML File tab, select XML–New.
2. At Import File, select the file to import from the drop-down list. Only files that have been previously uploaded to your server display.
3. If you cannot locate the name of the import file, then select the Upload button. The Upload File to Import tab displays.
4. At File, enter the name of the file to import. If unknown, select the Browse button to search for it and then select the Upload button. The file is uploaded to your output folder and you are returned to the Import XML File tab.
5. Repeat Step 2 and then click Save. The Expense Accounts tab displays.
6. Complete the fields using the field list Expense Accounts Tab.
7. Click Save. A success message appears.
8. Click OK.

1. From the Import drop-down on the Import XML File tab, select XML–Existing.
2. At Import File, select the file to import from the drop-down list. Only files that have been previously uploaded to your server display.
3. If you cannot locate the name of the import file, click Upload.  
4. At File, enter the name of the file to import. If unknown, click Browse to search for it and then click Upload. The file is uploaded to your output folder and you are returned to the Import XML File tab.
5. Repeat Step 2 and then click Save.
6. Complete the fields on the Expense Accounts Tab.
7. Click Save. A success message appears.
8. Click OK.

In order to use this option, you must first set a connection between your eSite database and the eFinancials database you will be importing from. The connection is made in System. Refer to System Help (System—Select—Databases) for instructions about how to select a database.

User security permissions must be granted in the System module to access the Import Expense Tables menu item.

System—Security—Users—(select a user)—eSite—Setup—Global Setup—Import Expense Tables

NOTE: This menu item is available only when your selected property is a commercial property type.

 

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