How to batch import in manager

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Some hints for batch creating.

  • Most tab in Manager correspond to a different relational database tables

  • The required data format for each tabs batch create is most easily determined by manually entering some data in that tab then doing a “Batch update”.

  • Record links to other tables is done via a UUID. The UUID for most of theses links can be easily found by doing a batch update of the target database table / tab, the final field is the Key / UUID for that item. Exceptions include

  • Tax code UUID can be displayed by adding .json to the tax code page url

  • The UUID of Mangers accounts can be displayed by going to “Setting” → “Bank Rules”, creating a dummy bank rule for each account and entering the account name also in the “… and description contains” field. Batch update of these rules will then list all your accounts UUID / Key. Note if leaving these “Bank rules” append a string to the contains search such as “NeverFoundMatch123” to ensure they don’t match any real bank imports.

To to import records from another accounting system you will need to

  1. Create your Manager account structure (and find the accounts UUID / key as above).

  2. Import the tax codes for your country (so you countries localisation work in your Manager business)

  3. Batch create records not linked to other tables first. Then used batch update from the same tab to update your external records of the UUID / Key Manager just assigned to each created item.

  4. Batch create records linked to other database tables, using the UUID / keys identified above to implement the links. Most efficiency done with external general purpose database tools.

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