Import

SoMe Ad Expenses supports two methods of importing data.

• Import within application

• File transfer

Import methods

Both methods described below will use the configuration defined for the ad provider

Common

For both methods of import, parts of the configuration are the same.

Field	Description
Customer ID	Select the Custom Field defined for the ad provider
Expense activity	Name of default activity to place expense under
Make imported expense billable	Yes/No
Emails for notification	Enter any emails to receive notification when an import fails

Import from within the application

Importing files from within the application is done from the Project expenses overview page.

Finances | Project expenses | Overview

When one/more of the SoMe Ad integrations are enabled the option to import expenses can be found under the cogwheel icon in the top right. Click and select "Import of ad provider expenses"

Upon clicking this the import dialog appears, drag/select file(s) to be import on this.

By clicking the "Save" button the expenses found in the file(s) added will be imported.

Reload the list of expenses to see the new expenses that where imported.

File transfer

File transfer involves sending files to the Moment SFTP site. Credentials for this site is provided if this is the preferred method of import.

Configuration

For each ad provider one must configure the fields used for the SFTP server.

Field	Description
User name	User name to be used for logging in to the SFTP site
Password	Password to be used in combination with user name
Root folder	Name of folder that will be the root for this integration.

Folder structure

Each site configured on the Moment SFTP server will be according to this folder structure

/incoming/{adProviderName}                                      = Root folder
/incoming/{adProviderName}/failed
/incoming/{adProviderName}/parse                                = Inbox
/incoming/{adProviderName}/parsed

Imported files are to be placed in the "parse" folder. These files will be processed by the integration and expenses found matching projects in Moment will be imported.

Upon completing the import, files will be moved to the "parsed" folder, however, if the file contains records that can not be matched, the file will be placed in the "failed" folder.