Importing business data with CSV file

This page illustrates how to add and edit integration types in the Integration Management module, upload and view business data, manage the identification status of the data and generation of journal entries.

1. Accessing Integration Management

1. On the project homepage, navigate to the Ledger page.

2. In the Ledger page, click the "Integration" button on the upper right corner of your page.

2. Add/Edit Integration types

1. Click the "+ Add new integration" button, and enter a name for the data to create a integration type.
2. Click on the "pencil" icon on the side to change the name of an integration type.

3. Adding Business Data

1. Click on the "Add Data" button and select "CSV Upload".
2. Upload your CSV data in the window to add it into Elven.

3. The format of CSV file must be consistent within each integration type, otherwise data importing will fail.

4. View Business Data

1. Click on the underlined number next to the data name to open the data explorer window.
2. In the data explorer window, you can view the business data uploaded and its identifcation status. For business data that has bookkeeping rules set, the identification status will show the number of generated journal entries.