Using the Data Import Utility Tool

Using the Data Import Utility Tool

The Data Import Utility tool allows companies to automate the process of adding, editing, or removing data from Emburse Professional AP. Templates can be built to create mappings between the file and fields that exist within Emburse Professional. An administrator can then upload files to an SFTP directory to import the data.

  1. On your Company’s Configuration page, open Company Preferences and enable the Export Scheduler Preference.

    Company Preferences showing Configuration, Company Preferences.

  2. Navigate to the Emburse Professional AP Dashboard and select Manage FTP under Exports.

    Exports section with Manage FTP link highlighted.

  3. Click Generate FTP Credentials, then click Continue in the window.

    FTP Management dialog warning before regenerating FTP credentials, with Continue highlighted.

    The FTP Credentials appear. Record them and store them in a safe place.

  4. The site will display an FTP Address, as well as the directories for each Data Import Folder.

    FTP Management page listing FTP address and data import folder paths.

  5. Return to your DepartmentConfiguration page and select Setup Utilities.

    Department Configuration showing Setup Utilities.

  6. Download the Data Import Template if you don’t already have a copy saved from when you were in implementation. Select Start Import.

    Data Import landing page with Start Import button highlighted.

  7. Select your Import Type and browse for the file to upload.

    Import file type page with Import Type dropdown highlighted.

  8. Enter the number of rows from the Setup Template into the Number of rows to skip and Row number that contains the names of columns fields.

    Import setup fields for number of rows to skip and header row number.

  9. Choose a worksheet to import from the drop-down menu.

    Choose Worksheet to Import dialog with Vendors worksheet selected.

    If you have imported a .CSV file, you will not need to complete this step.

  10. Select QuickMap and then Set Automated Map. Next, click the button to Continue.

    Emburse Professional AP with Continue button.

  11. Click the Import These Rows button to complete the data utility setup.

    Emburse Professional AP with Import These Rows button.

  12. Now that the file mapping process is complete, log in to certify.brickftp.com to start importing files via SFTP. Upload the files by dragging and dropping them into the appropriate directories.

    Emburse Professional AP showing certify.brickftp.com, SFTP.

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