File-Based Integrations Matrix of Martus Features

Modified on Thu, Dec 11 at 11:46 AM

File-based integrations use a manual or automated (EZ Connector) transaction file upload process to load GL activity into Martus. The specific layout of the GL file for import to Martus provided by your accounting software is determined at implementation.


The EZ Connector is a Martus application that can be installed in a location of the customer's choice on the customer's network. It is configured to automatically upload the file generated by the accounting system placed in that location.


To see how the file-based transaction uploads work, view this quick video



Martus FeaturesACS RealmAplosDynamics GP (Great Plains)Fund EZMIP ServerSage 300ShelbyNext
Integration TypeTransaction File UploadTransaction File UploadTransaction File UploadTransaction File UploadTransaction File UploadTransaction File UploadTransaction File Upload
Sync Chart of Accounts, Dimensions & GL ActivityYesYesYesYesYesYesYes
Drill Down to Transaction DetailYesYesYesYesYesYesYes
Transaction Detail includes 'Vendor' or 'Name' ColumnsYesYesYesYesYesYesYes
Drill Down to AttachmentsNoNoNoNoNoNoNo
Can Pull a Budget from the Accounting System into Martus (Martus Super Admins only)NoNoNoNoNoNoNo
Can Push a Budget from Martus into the Accounting System (bidirectional)NoNoNoNoNoNoNo
Can Export a Budget from Martus in an Optimized Format for ImportNoNoNoNoNoYesYes
Supports Statistical (non-financial) AccountsYesYesYesYesYesYesYes
Supports Multi-CurrencyYesYesYesYesYesYesYes
Supports Multiple Entities YesYesYesYesYesYesYes
Multi-book SupportN/AN/AN/AN/AN/AN/AN/A
Balance Sheet & Cash Flow Statement Reports available with Plus and Premium SubscriptionsNoNoNoNoNoNoNo
Fund Balance Report*
YesYesYesYesYesYesYes
Supported Dimensions
Department

Project

Other dimensions defined in ACS

Department

Other dimensions defined in Aplos



Account segments defined in GP
Fund

Project

Funder

Department

Other dimensions defined in MIP
Restriction code

Program code

Location code

Other dimensions defined in MIP



Account segments defined in Sage 300



Account segments defined in ShelbyNext



* Fund Balance Report - The specific layout for import to Martus provided by your accounting software is determined at implementation.

 


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