We divide the process of getting your 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) (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 exportation 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 this/these 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. This can be checked by observing the check marks on the workspace page. Be aware that these check marks will only turn red if one of the processes is failing for over 24h. 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.
What if there are one or more failed clients visible on the worksheet ‘import data’?
When there is a red cross and ‘failed clients: #’ visible on the worksheet all import data, 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.
View our related article: What should I do if my export and/or import fails?