File Imports

gravity has multiple file import protocols primarily through a csv file structure the import tools include microsoft database import gravity flat file import power automate workflows see import templates docid\ iigmkqvsyztsiaen712cb for templates that can be used to format data for import microsoft's database import as part of the power platform the microsoft import can can access any table in the database that the user has security to see to use the import the user must have system administrative privileges imported data must be completely structured to meet the table and related table requirements for example to import a transaction the user must format the header and line item records completely and identify the relationship between them to access the microsoft imports you can perform a single table import from an entity grid or access https //admin powerplatform microsoft com/ https //admin powerplatform microsoft com/ for complex imports select the environment and go to settings from the menu selection you can select import and then select the files to be imported the microsoft import is best used for importing master file records like chart of accounts and vendors, or for complex multi currency imports it allows access to every table and field the user has security to access microsoft import tips header and line item files must have a common reference or id and are put into t single zip file only the entity the user is logged into can be imported the import must finish before the user can change entities multiple files can be imported for the same entity gravity import the gravity import tool is optimized to import transaction records from a single flat file users do not have to create header records as the import will automatically summarize and create the header information from the line items imported options for the gravity import include journal entries bank transactions invoices cash receipts vouchers the gravity import allows you to create or select a previously created template once the template is selected and the mapping verified gravity will invoke a workflow to imort the lines gravity import tips the transaction id column on the import is used to aggregate the lines into a single transaction all the lines with a transaction id of "1" will be grouped into a single journal entry users can select the entity for the template, this allows import of generic files that are not entity aware the same import field can map to several gravity fields example "date" in the import can map to apply date and entry date multiple entitles can be imported in the same file or at the same time in multiple files