The Gateway Importer enables users to quickly and easily import data into the LPG. It’s a configurable tool that imports data to create objects (such as invoices) in LPG in a single action. The data to be imported is presented in a templated spreadsheet that allows import rules to be defined for each column. This process can be carried out by a user uploading an import file or can be configured to search a directory for new import files that are automatically picked up and processed.
Access the Import Gateway & Downloading Template
From the main menu, select Interfaces, then choose Import Gateway. This opens the Gateway Import screen.
Choose one of the following templates from the drop-down list.
- lpg_matter_invoices_ni (For NI)
- lpg_matter_invoices_tmf (For TMF)
Click Download Sample to receive an import file template. The template will be an .xlsx file with a header row and a sample data row.
Add your payment requests to the import file under the sample row.
Expand To Review Data Formats and Validations
Data Format Requirements:
Dates must be in dd/mm/yyyy format.
IDs are case-sensitive (e.g. Matter ID).
The payment type column is case-sensitive.
Coded fields are case-sensitive (e.g. Item ID).
If loading multiple items for a single invoice, all invoice data must be in consecutive rows.
Delete the sample row in the file and save it to your computer.
Data Validations:
Matter ID must be valid in LPG
All invoice numbers must be unique (have not been used on a prior invoice)
Invoice Number should not exceed 16 characters
Rates must not exceed the capped ceiling - item lines will not process
A claim cannot be submitted if there is already an unprocessed claim on the matter
Invoice Date should be within the engagement's Start and End Date
Final claim cannot be processed unless all deliverables are at Cancelled or Completed status
File Upload & Submitting A Batch Run:
Delete the sample row in the file and save it to your computer.
On the Gateway Import screen, select the appropriate template used to download the original import sample. Then, click Choose File to upload your saved file.
Click Submit.
Monitor Import Progress
To view the progress of your import job, click View Batch Job on the Gateway Import screen. This screen will present you with a list of import jobs that have been run in the last 24 hours. If you require a wider window to search for a particular file, modify the From Date filter field.
Expand To View What The Columns In The Batch List Mean
Items: The "View" link in the Items column shows the details of each import.
No: The primary Key for each import file.
Batch Type: The type of import being run.
Created By: The user ID of the person who initiated the import.
Uploaded: The date and time the import was initiated.
Updated: The date and time the import was last updated.
Progress: The progress of the rows in the import file is being run.
Status: The current status of the import:
COMPLETE: The import completed successfully (either OK or WARNING).
FAILED: The import failed to complete.
Success: The outcome of the import.
OK means the import ran successfully
Description: The name of the file that was imported.
Viewing Import Results
Clicking on the View link on any import job opens the Batch Items List. This screen displays the import results for each row in the import file.
Expand To View Batch Job Helpers
Download Template: Download the import mapping template (JSON format) to view how each field maps to ConSol fields.
Download Original: Download the original import file you uploaded.
Download Reload: If there were errors, this link will appear. It outputs rows from the input file with errors, allowing you to correct them before reloading.
Batch: The unique identifier for each import job.
Success - This identifies the validation outcome for each row in the import file
ERROR: Indicates a problem with the data in that row (it will be written to the RELOAD file).
OK: The row was successfully imported.
WARNING: The row imported with a warning that may require further attention.
Batch Summary: Details the outcome for each row
If an invoice was successfully created, the details will be shown, and the post-processing section will identify the status the invoice has progressed to.
If your import was unsuccessful, please refer to the help guide HERE for the correct way to reload your errored lines.
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