Can I import master data and training data manually via the frontend?

The Finmatics frontend allows the upload of master data and training data. Here you can find out which formats are supported.

Tip

Only use the manual import if master data cannot be automatically synchronised between your ERP/accounting system and Finmatics. You can find an overview of systems with automatic synchronisation here: Master data synchronisation.

Where can I import master data via .csv?

Click on Clients, select the appropriate tab (Business Partners, Cost Centres, etc.) and then click on "Import". 

Which format can I import? 

Finmatics supports some master data export formats of common ERP and accounting systems for import. 

Business Partner

Template - Business Partner import (xlsx)

Cost centres / cost units

Template - Cost centre import (xlsx)

Template - Cost unit import (xlsx)

Ledger Accounts

Template - G/L account import (csv)

Transaction data

Transactions can be uploaded to the client screen as training data.
With good training data, the effectiveness of automation can be increased.

Template - BMD-Training data import (csv)

Template - DATEV-Training data import (csv)