Transaction Code Import

Settings > General Ledger > Transaction Codes Imports

Name: The name that will be displayed as the name of the import.

General

• Connector type: Defines the communication method, protocol, or interface used to access and retrieve the data.

• Connection string: A string of text that specifies the information needed to establish a connection between the software and a data source, such as a database file or external service. It acts like a set of instructions or a “key” that tells the software to locate and access the data it needs to import. 

• Command text: When the Connection string is defined, the Command text will be defaulted to select all items from the external file. The Command text can be modified when situations require the information from the file to be manipulated in some way to obtain certain results. An example of this would be when multiple columns from the external file need to be combined into one item to be used as a transaction comment. Another example would be if the information from the external file needs to be sorted or subtotaled in order to create a batch with fewer, or more meaningful, transactions. For additional information on this feature, please contact SGA support.

• Reference columns by: Determines how the columns in your data are identified during the import process. 

• Reference by Name: This means you use the column header or the column name to refer to data. 

• Reference by Number: This means you refer to columns based on their position or index within the dataset. Instead of using the column name, you refer to the column by its numerical position. 

• Use schema: In certain situations, the import setup may require a way to name the individual items being imported and/or the type of information (text, decimal, etc.) contained in each column.

Setup

Relative Account: Select the method that the GL account will be identified. Valid choices are:

• Account 
• Alias
• Cross Reference

Columns

From Column: Add lines for each external column you wish to import. From Column is the column name or number on the external file; see Reference columns by above. 

To Column: Click on the drop down arrow to select the SGA item that matches what is listed in the From Column. The available columns will vary based on the object type.