Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

  • You can import any value, text, or election from the Entity Data Collection section. Choices with the csv file are imported using 0 (no choice) and 1 (choice).

  • Tax rates are generally imported in full numbers (e.g. 30 for 30%).

  • It is possible to import multiple values to a single technical ID or to map multiple accounts to a single technical ID. Conversely, it is possible to map a single value to multiple technical IDs or to map an account to multiple technical IDs.

  • It is possible to perform a mass import of data for multiple companies. The data is imported into the company with the company ID of the import file.

  • In the position mapping, you can add calculation logic (e.g. a multiplier) to the imported values. This allows you, for example, to import only a percentage of each import value (e.g. in the case of a joint operation or a pro rata import of joining or leaving CEs), or to convert positive values to negative values or vice versa.

Example Importfiles and position mappings:

...