Biller ImportHistory: Difference between revisions
Jump to navigation
Jump to search
(Created page with "<translate> == Import History == The ''history'' view shows a list of the imports done for a specific import type and the status. If needed, you can delete a previously made import. There is also a detailed import report available for each of the imports. {| |- | ''File name'' | The name of the file that was imported. |- | ''Import time'' | The time when the import was made. |- | width="100px" | ''Imported by'' | The username for the user who started the import. |- |...") |
(Marked this version for translation) |
||
| Line 1: | Line 1: | ||
<translate> | <translate> | ||
== Import History == | == Import History == <!--T:1--> | ||
<!--T:2--> | |||
The ''history'' view shows a list of the imports done for a specific import type and the status. If needed, you can delete a previously made import. | The ''history'' view shows a list of the imports done for a specific import type and the status. If needed, you can delete a previously made import. | ||
<!--T:3--> | |||
There is also a detailed import report available for each of the imports. | There is also a detailed import report available for each of the imports. | ||
<!--T:4--> | |||
{| | {| | ||
|- | |- | ||
| Line 27: | Line 30: | ||
|} | |} | ||
=== How to - Show Import History === | === How to - Show Import History === <!--T:5--> | ||
<!--T:6--> | |||
# Click on '''Reports & Integrations > Imports''' | # Click on '''Reports & Integrations > Imports''' | ||
#:* A list of available imports is shown | #:* A list of available imports is shown | ||
| Line 34: | Line 38: | ||
# Click on the '''history''' tab | # Click on the '''history''' tab | ||
<!--T:7--> | |||
'''Note:''' All imports will also be saved and can be viewed from the '''Activity panel'''. Read more about [[{{Link}}ActivityPanel|how to handle the activity panel]] | '''Note:''' All imports will also be saved and can be viewed from the '''Activity panel'''. Read more about [[{{Link}}ActivityPanel|how to handle the activity panel]] | ||
=== How to - Open Detailed Import History === | === How to - Open Detailed Import History === <!--T:8--> | ||
<!--T:9--> | |||
# Click '''show''' [[Image:Icon Show.png]] | # Click '''show''' [[Image:Icon Show.png]] | ||
#:* The report tab opens, showing the details of the imported data | #:* The report tab opens, showing the details of the imported data | ||
# To view the settings made for that specific import click '''expand''' [[Image:Icon Expand.png]] to the right | # To view the settings made for that specific import click '''expand''' [[Image:Icon Expand.png]] to the right | ||
<!--T:10--> | |||
'''Note:''' The details of the imported data can't be shown if the import is deleted | '''Note:''' The details of the imported data can't be shown if the import is deleted | ||
=== How to - Delete an Import === | === How to - Delete an Import === <!--T:11--> | ||
<!--T:12--> | |||
# Ensure that the period the data is imported to is open | # Ensure that the period the data is imported to is open | ||
#:* Go to [[{{Link}}Biller_Period|Invoicing > Periods > Manage periods]] to check and if needed open the period | #:* Go to [[{{Link}}Biller_Period|Invoicing > Periods > Manage periods]] to check and if needed open the period | ||
Latest revision as of 09:33, 28 February 2023
Import History
The history view shows a list of the imports done for a specific import type and the status. If needed, you can delete a previously made import.
There is also a detailed import report available for each of the imports.
| File name | The name of the file that was imported. |
| Import time | The time when the import was made. |
| Imported by | The username for the user who started the import. |
| Test | State a test import |
| Deleted | States if the import has been deleted. |
| Failed | Indicates if the data was successfully imported or if the import failed. |
How to - Show Import History
- Click on Reports & Integrations > Imports
- A list of available imports is shown
- Click on the import you want to see the history for
- Click on the history tab
Note: All imports will also be saved and can be viewed from the Activity panel. Read more about how to handle the activity panel
How to - Open Detailed Import History
- Click show
- The report tab opens, showing the details of the imported data
- To view the settings made for that specific import click expand
to the right
Note: The details of the imported data can't be shown if the import is deleted
How to - Delete an Import
- Ensure that the period the data is imported to is open
- Go to Invoicing > Periods > Manage periods to check and if needed open the period
- Then go back to the history tab
- Click show for the import you want to delete
- Click delete
- The imported data is removed, and the import is set as deleted in the import history