Importing Transaction
Note: Import is available in both Economy and Regular editions
The Import process allows you to import invoices from an Excel sheet or CSV file into Easy-Commission to calculate commissions. It is not mandatory to import invoices, as invoices can be manually entered into the system using the Transaction page. This process is very easy to use for customer since there are no commands or constraints while importing a file. If any errors(invalid data) are found during import process, those error messages will be displayed at the bottom of the Import page, which guides you to rectify the error and to re-import the file again.
Import Fields
Here is a description of the Transaction standard fields. Some of these fields may not be editable depending on your page layout.
| Field | Description |
| Target Object | Object or table to which data is to be imported. E.g. Transaction |
| Import Source File | Source file from which the data is to be imported. E.g. Excel file |
Download Template- Excel CSV | This link used to download the templates in Excel and CSV format. |
Import Statistics | Show the Import Statistics. |
Importing the Transaction
The user can import invoices from an Excel sheet to Easycommission application. Excel file template should be as follows before importing the data to Easy commission are listed below:
| tran_id* | tran_line* | date* | customer | product | group | quantity | sales_amount | cost | profit | rep1 |
| credit_percent1 | rep2 | credit_percent2 | calculation_type | status | commissionable | type | comments |
- Calculation type - Literal value for this column should always be "using rules"
- Status - Literal value for this column should always be "active"
- Commissionable - Literal value for this column should always be "true"
- tran_id *,tran_line*,date* and year* are mandatory fields.
To import the transaction from an Excel file, do the following:
- Click Tools menu ? Import submenu item. The 'Import' page opens.
- By default, Transaction object is selected for the Target Object field.
- Click Browse to locate an excel file and the path of the source file will be populated in the Import Source File text box. The size of the source file should not exceed 4 MB.
- Click the link Excel or CSV to download the template in the required format.
- Click the link Import Statistics to show the statistics.
- Click Import to import the transaction details from an excel file to EasyCommission's transaction Object.