With a file-based integration, you upload files into Martus that contain the actual income and expense transactions from your accounting software. The Martus Admin is also responsible for adding new dimension values, GL accounts, and account mappings. Once a budget is created in Martus, it is exported from Martus and imported into your accounting system.
This bite-sized session is extracted from our April 2023 webinar. It provides a PPT overview of file-based integrations.
Click on a timestamp to jump to the section you are interested in:
0:57 - Understanding the file integration
1:50 - Budget Approval Workflow
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