Import Entity Gateway in SFM

Import Entity Gateway in SFM

The Shireburn Financial Manager (SFM) provides facilities to allow interfacing of third-party applications for the posting of entity data into SFM. The system supports XML, Excel and comma delimited Text (.CSV ) formats.

The Entity Importation documents allow you to import Debtors and Creditors details including Payment Types, Bank BIC Codes and IBAN numbers.



To Import the gateway file to SFM:
  1. Go to Current Year > Utilities > Import Gateway, and select the Entities tab.
  2. Click on the Import button  (shown as per screenshot below, 2*) on the toolbar, or press (CTRL+L) on the keyboard the system to bring up the Open Dialog window. Select the file import and then click on the Open button.
  3. If the file and the data within it is valid, you can then click on the Import to SFM button  (shown as per screenshot, 3*) on the toolbar or press (CTRL+I) on the keyboard, to import the data into SFM ledger(s).


Info
Attached: Importation Gateway Entity Sample (showing two examples of a Debtor and Creditor importation sample) and the SFM Entity Interface Specification, explaining each field requirement)

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