TABLE OF CONTENTS
Description
SoftLedger has the ability to bulk upload objects (e.g. Journal Entries, Invoices, etc.) from csv/excel files to facilitate data creation.
All bulk upload pages will have a similar table and fields as follows:
The following fields are present on this screen:
- Name - Name of the file uploaded. Click the name to pull up the jobs status and detail.
- Run On - The timestamp when the bulk upload job was run.
- Type - The type of bulk upload job, this will be the type of object (e.g. Journal in this screenshot above).
- ID - The System Job Identifier. Throughout the platform (e.g. Financial>Journals, Journal Report), you can filter via System Job ID number, signifying that Journal Entry was created as a result of this bulk upload job.
- Status - status of the job (completed, failed, or queued).
- Progress - progress of the job. Click the Refresh Button to update the status of any outstanding jobs
Upload File
You can upload either a csv or xlsx format file in the appropriate template through the +New button with a window such as this:
- Select the file in csv or xlsx format
- Select the currency for the transaction currency of the data in the upload
Errors
Bulk upload errors will mostly have two columns. The first column will be a reference to the file row causing the issue, and the second column will be the comma separate list of errors on that row.
For Example:
See the specific bulk upload articles and templates below:
Important Considerations
- Bulk Uploads should be xlsx format with the first tab in the file as the upload template.
- If using custom fields on any documents to be uploaded, the format for the column header should follow this logic: "customFields.<property>" (case sensitive). For example, if a custom field created with a property title of "ExternalSource", this would look like this: customFields.ExternalSource
- If using custom dimensions on any documents to be uploaded, the format for the column header should follow this logic: Name of Custom Dimension as it appears in UI (case sensitive), followed by ".id". For example, if a custom dimension is created named "Region", the column header would be titled: Region.id
- Uploads have a maximum file size of 5MB (generally around 15-20k rows).