by Joe Zhou

At BTerrell, our development team works very closely with our consulting team led by Chris Firra on the daily basis. I often solicit Chris for ideas to build generic tools for Intacct that can save our customers time. A couple of weeks ago, Chris approached me and told me about an import tool a client needed.

In a nutshell, here are the requirements.

1.       The client has two types of CSV files that they want to import into GL on a regular basis.

2.       The client wants the ability to define the mapping between the CSV file and GL by themselves, because they want the flexibility in case the file format changes.

3.       The client would like to be able to do the import within Intacct.

After analyzing the requirements, we came up with a solution to meet the client’s need and satisfy any prospects with similar needs.

First, the tool is web-based and can be embedded in a dashboard within Intacct. Second, the tool supports drag-and-drop, and it can import any CSV files as long as they have a header as the first row. Third, it allows the user to pick and choose which column from the CSV file is mapped to which field exposed by Intacct’s GL Entry object.

These screenshots illustrate how the tool works. As you can see, the tool is very straightforward and easy to use. Using this tool, hundreds of transactions can be imported into Intacct within a matter of a few minutes.

Figure 1. Preview the CSV file to be imported

Figure 2. Map the importing file with the GL Entry object

Figure 3. Save the mapping and upload the file

Figure 4. View Journal Entries in Intacct

If you are interested in this tool, please contact me at joe.zhou@codepartners.com.