You can import bookkeeping data from other systems into Netvisor as a csv file using data import. Detailed instructions for importing bookkeeping data can be found in this help.

This help goes through in more detail the preparation of data obtained from other systems to be transferred to Netvisor.

Procountor

Preparation of data obtained from Procountor

1. Journal material

The journal can be found in the Procountor program under Reporting > Bookkeeping reports (or alternatively under Bookkeeping > Bookkeeping reports), when Journal is selected from the Bookkeeping report type menu in the search criteria.

2. Dimensions for the journal report

The presentation method selection determines how the journal transaction rows are presented.

By transaction, dimensions visible presentation method opens the bookkeeping transaction details and dimension columns visible in the journal. For each dimension, there is a separate column named according to the dimension name, and the columns show to which items the bookkeeping transaction has been allocated for that dimension.

3. Excel download and save in CSV format

The journal data can be transferred to Excel format using the Excel buttons.

After downloading the material, the first 20 rows must be deleted from the Procountor journal. After this, the material is saved in CSV format (Comma delimited / List separator). At the same time, check that the content of the material is in order, for example, the length of the specification field is a maximum of 255 characters. Detailed information can be found in the bookkeeping data import help.

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