Configuration: Bulk Upload & Integrations
Import entities and data in bulk, and connect to external systems.
Bulk Upload Page
Supported Entity Types
Import the following entities in bulk:
| Entity Type | Description |
|---|---|
| Services | Service definitions |
| Engagements | Engagement records |
| Contracts | Contract terms and values |
| Partners | External partner organisations |
| Stakeholders | Contact information |
| Financial Data | Historical planned and actual values |
Each type has a downloadable Excel template.
Upload Flow
- Select entity type and download the template
- Upload your completed file (Excel or CSV)
- Review the staging table — valid rows are green, errors are red with messages
- Fix any errors in the staging view or re-upload a corrected file
- Confirm to write all validated rows to the database
See the Data Import Guide for detailed instructions and troubleshooting.
Integrations Page
QuickBooks Connection (when available)
Connect your QuickBooks account to sync financial data between the two systems. The integration maps QuickBooks items to your finance catalog entries.
Sync Status and History
View:
- Status of the QuickBooks connection
- Last sync date
- Log of past sync operations
- Any errors or conflicts that need resolution
Related Documentation
- Data Import Guide — Detailed import workflow
- Excel Import — Import format reference
- QuickBooks Integration — OAuth setup