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:
- Go to Current Year > Utilities > Import Gateway, and select the Entities tab.
- 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.
- 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).
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)