In this recipe building, we are going to go through the recipe in this link:
CSV in Dropbox create Statistical Journal Entries in Intacct
For this tutorial, we are going to use a template CSV provided by Sharon during the testing of the recipe. You can download the template .csv file from the attachment file below:
The logic of the recipe is pretty straightforward. Firstly, we want to see if the csv file is the right file that we would like to import to Intact. Firstly we check on the field for DONOTIMPORT. The DONOTIMPORT field is the first field in the column that allows user to exclude importing data from the first line. That is, if DONOTIMPORT field has a '#', which you will have to manually type in, then do not import those data into Intacct.
Otherwise, if '#' is not present in DONOTIMPORT, Go ahead and create the Statistical Journal Entries in Intacct, with Decreasing amount if stated or Increasing amount if stated.
As simple as that! Workato puts the power of CSV File and Intacct into your hands. If you face any trouble, do reply to this topic or post a new topic and a Workato Expert will help you out.
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