To keep your instance of FlexiPurchase up to date with the relevant company information, you must upload the interface files. For more information on these files, please refer to the respective interface format guides included in the interface pack, which can be found in the Vault.

Uploading core data into FlexiPurchase involves the following processes:

  • Uploading the interface file into the Vault. The Vault is a secure, encrypted location within FlexiPurchase that is used for uploading and downloading files. 
  • Processing the file using Refresh Interfaces. After uploading the interface file to the Vault, use Refresh Interfaces to process the files and move data from these files into FlexiPurchase.

Note:

The procedures in this section use the HR File as an example, but the process is the same for all interface files.

 

1.    Uploading Files to the Vault

  • In Administration > File Management, click The Vault.

 

  1. In the Vault window, click Upload File.

 

  • Click the Upload Files to select the required interface file and then click Ok to start the upload process.
  • On successful upload, the file appears in Folder Inbox.

 

2.    Processing Files using Refresh Interfaces

  • In Administration > File Management, click Refresh Interfaces. 
  • On the Refresh Interfaces pane, the file appears under the File Uploaded stage.
     Click   on the right of the file name.

  • In the interface type dialog box, select the Interface Type from the drop-down list, and then click Process Interface.

  • A message box prompts you to ensure you have selected the correct file and interface type. Click OK.

  • Click Process Interface again to move the file to the File Imported stage.

  • Under File Imported, click  on the right of the file name to check the file for any errors and proceed to the next stage.

Note:

You can use the other icons as required:

  •  Check refresh data. Opens a preview of the contents of the file.
  •   Remove interface record. Removes the file from the File Imported stage.

 

  • On the Refresh Interfaces pane, the file appears under the File Checked stage.

  • The Interface Processing window will display a summary of the data that will be imported. Check and fix any data as needed, otherwise continue to next step. If any data needs to be fixed you will need to reimport a new interface file and start from step 1.
      

Note:

To perform the check and review the data again, click the Re-check interface  icon.
  1. Click  to complete the interface import process.
  • The file appears in the File Complete stage, and the Interface Processing window displays a summary of the imported data. 

Note:

A red cross  icon under Interface Results indicates that an error occurred (for example, mandatory data is missing), and that the interface import failed. 

 

An amber tick  icon under Interface Results indicates potential errors exist (for example, non-mandatory data is missing) and should be inspected before proceeding.

 

Review the file against the relevant format guide and make the necessary correction(s) before attempting to upload again.