With a file-based integration, GL transaction detail must be manually uploaded into Martus to support financial and budget-to-actuals reporting.
You must title your transaction file Transactions_yyyy_mm and must be saved as an '.xlsx' file type in order to upload them into Martus successfully.
With transaction files if one months file is uploaded and then that same month is uploaded again the previous upload is completely overridden.
Uploading multiple files in the same month does not combine the transactions.
This tutorial also provides a special Excel tip for those Martus customers whose accounting system cannot provide a transaction file that has a date on each line. With just a few clicks, you can ensure that each line is formatted appropriately for import!
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