We divide the process of getting data into iController in two parts: the export and the import.
The export is the process of extracting data from your (accounting) software, building export file(s) (in the required data format for iController) and sending these to your iController platform.
There are two kinds of export file types that we use to export data:
- Straight export to XML
- If this is not possible, we work with an intermediate step of extracting csv-files which we later on convert to XML during the import process.
The export can be written by either your IT department/external IT partner or the iController development team.
The import is the process of importing one or more received file(s) in your iController platform.
In case we receive csv-files, the files will first be converted into XML and will then be imported.
The import log
Both of these processes can fail. That's why we provide some visual cues in the import log, on the worksheet.
The check marks will turn red if one of the processes is failing for over 24 hours.
So be sure to also check the time next to both processes. Check if a synchronization was performed at every time agreed upon in the functional analysis/checklist.
When there is a red cross and Failed clients: # visible on the worksheet via All import data, then one or more clients failed in the last import.
This error did not block the import and has no consequences for your collection flow or data quality. The fail sign should be removed after the next import.