Description

SoftLedger has the ability to bulk upload objects (e.g. Journal Entries, Invoices, etc.) from csv/excel files to facilitate data creation.

 

All bulk upload pages will have a similar table and fields as follows:


The following fields are present on this screen:

  • Name - Name of the file uploaded. Click the name to pull up the jobs status and detail.
  • Run On - The timestamp when the bulk upload job was run.
  • Type - The type of bulk upload job, this will be the type of object  (e.g. Journal in this screenshot above).
  • ID - The System Job Identifier. Throughout the platform (e.g. Financial>Journals, Journal Report), you can filter via System Job ID  number, signifying that Journal Entry was created as a result of this bulk upload job.
  • Status - status of the job (completed, failed, or queued).
  • Progress - progress of the job. Click the Refresh Button to update the status of any outstanding jobs 


Upload File

You can upload either a csv or xlsx format file in the appropriate template through the +New button with a window such as this:


  • Select the file in csv or xlsx format
  • Select the currency for the transaction currency of the data in the upload

Errors

Bulk upload errors will mostly have two columns. The first column will be a reference to the file row causing the issue, and the second column will be the comma separate list of errors on that row.

 

For Example:

 


See the specific bulk upload articles and templates below:

  • Bulk Upload Journal Entries
  • Bulk Upload Invoices
  • Bulk Upload Bills
  • Bulk Upload Crypto Transactions