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Import Templates (For Non Admins)
A lot of invoicing and accounting I bet takes place in a lot of applications. Bank statements have to be imported by users with set up access or worse entered by hand for reconciliation of payments and receipts.

What would be excellent is an import template that is launched by a custom button that allows a file to be imported with fields predefined, so no errors in the import and no keep going into set up and launching the import facility and matching fields each time. IE download bank statement and straight import front end into your bank accounts table.

ID
604
Category
Integration/API
Author

anjuim moied
Date Created
3/8/2013 3:18:21 PM
Date Updated
1/27/2015 11:36:07 PM
Status
New Idea
Score
50
Promoted By
Dale Oliverwerner lateganGii Systems
Simon Petrallianjuim moied
Comments
Slava Shinderov  Staff  3/8/2013 3:20:07 PM
@Anjuim please consider using (Obsolete) TeamDesk Restore Tool
anjuim moied 3/8/2013 3:36:11 PM
Thanks Slava The issue with the restore tool it lacks the all in one process from within the database ,has to be an add on that has to have the database details entered etc ,for a non admin its tricky .I was thinking of a clean easy interface for the end user and creates the database instance all set up ready to import. Or can this be done using the import tool?


Slava Shinderov  Staff  3/8/2013 4:12:43 PM
@Anjuim please consider placing a call of (Obsolete) TeamDesk Restore Tool inside batch file and preconfiguring import rules, so regular users will need to make one click in order to run it without any params.
anjuim moied 3/9/2013 5:52:28 AM
Thanks Slava i will have a try
Gii Systems 1/27/2015 11:36:07 PM
Hi All, I also have a requirement where Non Admins need to do regular imports. I use the restore tool in many cases, but it would be a much cleaner process if it could be done from the web UI.

Please consider for implementation. Thanks.
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