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| − | = Import Ledger Code Mapping for Xero =
| + | This page has been moved to --> [https://resources.emersion.com/display/EKB/Ledger+Code+Mapping+with+Xero+Integration Ledger Code Mapping with Xero Integration] |
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| − | This feature provides an easy and fast way to import xero ledger code mappings via a bulk upload tool. | |
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| − | The system utilises the '''Bulk upload processing notification event''' to send a notification with the results of the import attempt. See below for further information.
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| − | If the import is successful, the email notification will advise you when the import process is complete. <br />
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| − | If the import is not successful, the email notification will send details of the records that failed validation and why.
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| − | == Preparing your Data ==
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| − | To prepare your data for import, you will need to create a CSV import file or you can download the import file below. You will need to extract the csv file and save it.
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| − | [[media: xero-ledger-code-mapping-import-template.csv]] | |
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| − | Export the full list of Emersion ledger codes by running the '''Ledger Codes (and Mapping)''' report located on the '''Reference''' tab under the Reports section of Cumulus.
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| − | Enter the data into the import sheet. You must ensure the data meets all validation requirements that are contained in the data definition table below. When you submit the data file for import, the system will parse the file looking for errors. If the system finds no errors, the system will import the ledger code mappings into the system. The file needs to be error-free in order to import the data. In the event errors are found, no data will be imported into Emersion. Review the bulk upload processing notification email, correct the file and try again.
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| − | == Importing your Data ==
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| − | To access the Xero Ledger Mapping import tool:
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| − | # Log into Cumulus.
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| − | # Nav: '''Admin > Bulk Import > Xero Ledger Account Mappings'''.
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| − | # Click the Browse button and select the csv file containing the data you want to import.
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| − | # If you want the bulk upload processing notification email to be sent to a different email address than the address defined in the event template, tick the Override? checkbox and enter an alternative email address. This will only apply for this upload. To change the email address for all future imports, you will need to change the recipient defined in the event template.
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| − | # Press '''Submit'''
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| − | == Xero Ledger Account Mappings Data Definitions ==
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| − | {| class="wikitable"
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| − | |+Xero Ledger Account Mappings Import Data Definition table
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| − | |Data field ||Description
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| − | |LEDGER_CODE_ID ||The ID of Emersion ledger code. This is optional however if this is not provided, Emersion will attempt to import based on the LEDGER_CODE_NAME. You must provide either a LEDGER_CODE_ID or a LEDGER_CODE_NAME.
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| − | |LEDGER_CODE_NAME ||The name of the Emersion Ledger Code. This is optional however if this is not provided, Emersion will attempt to import based on the LEDGER_CODE_ID. You must provide a LEDGER_CODE_ID or a LEDGER_CODE_NAME.
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| − | |XERO_LEDGER_ACCOUNT_NAME || The ledger account name in Xero. These can be found in Xero, or in Cumulus when mapping an Emersion ledger code to a Xero ledger account manually. This is optional however if this is not provided Emersion will attempt to import based on the XERO_LEDGER_ACCOUNT_CODE. You must provide a XERO_LEDGER_ACCOUNT_NAME, a XERO_LEDGER_ACCOUNT_CODE, or a XERO_LEDGER_ACCOUNT_GUID.
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| − | |XERO_LEDGER_ACCOUNT_CODE || The account code in Xero. These can be found in Xero, or in Cumulus when mapping an Emersion ledger code to a Xero ledger account manually. This is optional however if this is not provided Emersion will attempt to import based on the XERO_LEDGER_ACCOUNT_CODE. You must provide a XERO_LEDGER_ACCOUNT_NAME, a XERO_LEDGER_ACCOUNT_CODE, or a XERO_LEDGER_ACCOUNT_GUID.
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| − | |XERO_LEDGER_ACCOUNT_GUID || The ledger account ID. This can be found in Xero.
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| − | |DESCRIPTION || Provide an optional description.
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| − | |}
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| − | === Xero Ledger Account data in Cumulus ===
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| − | To find the XERO_LEDGER_ACCOUNT_NAME or XERO_LEDGER_ACCOUNT_CODE in Cumulus follow the steps below.
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| − | '''Nav: Admin > Xero > Xero Ledger Map'''
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| − | # Click on any Emersion Ledger Code name. A pop up will open.
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| − | # Drop down the list of Mapped Ledger Codes to view the names and codes to use in the import sheet
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| − | = See Also =
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| − | * [[Integrations/Xero | Xero Inegration with Emersion]]
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