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Import Matrix: Offices
Technical Documentation Offices Available Fields ActiveNext Project NumberOffice IDOffice NameProject Number Prefix Matrix Field Name Key Field Required Valid Values Table Validati...
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Import Matrix: Leads
Technical Documentation Please review Importing Companies/Contacts/Leads for more info. Available Fields ActiveAnniversaryAssistantAssistant EmailAssistant PhoneBirthdayBusiness Address 1Business A...
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Import Matrix: Journal Entries
Technical Documentation Example CSV file/table The first row is referred to as a header row, each row after is one line per account. Some data, such as Journal Number and Posting Date will repeat f...
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Import Matrix: Item Rate Sheets
Technical Documentation Item Rate Sheets Available Fields ActiveItem IDMarkupRate Sheet NameUnit Rate Matrix Field Name Key Field Required Valid Values Table Validation Table ...
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Import Matrix: GL Accounts
Technical Documentation NOTE: Credit Card Account Types require a Vendor ID for setup. Your Credit Card Vendor company record must already be set up before importing this account type into the syst...
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Import Matrix: Financial Budgets
Technical Documentation Menu > Accounting > Today Accounting > Financial Budgets Available Fields ActiveBudget NameClass IDClient IDDepartmentGL AccountGL CompanyMonth 1Month 10Month 11Month 12Mont...
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Import Matrix: Expense Report Items
Technical Documentation Menu > Admin/Manager > System Setup > Purchasing > Expense Report Items Available Fields ActiveAlways use Unit Rate for Gross AmountBilling Item IDClass IDDepartmentExpense ...
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Import Matrix: Employees
Technical Documentation CAUTION: Unlike other records in Workamajig, Active Employee records (and Full User Contacts) do have an impact on what you are billed per your contract user minimum. So be ...
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Import Matrix: Departments
Technical Documentation Departments Available Fields ActiveDepartment Name Matrix Field Name Key Field Required Valid Values Table Validation Table Field Validation Co...
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Import Matrix: Credit Card Transactions (Credit Card Connector)
Technical Documentation This help file is for importing of CSV files. The preferred format for importing of Credit Card Transactions is OFX. The OFX format is a standardized banking format designed...