Excel Database Tasks (EDT) can be used to validate and upload external data to the Partner for Windows database.
In particular EDT is designed to create tasks that integrate nicely with P4W stored procedures for example loading account slip information by batch.
Load data from any source:
- CSV files
- Excel files
- Windows clipboard
- or generally any other data source.
For account transactions P4W provides a stored procedure spInsertPostingSlip, that EDT can use as a data destination.
One very useful fact is that EDT validates the data before it is finally sent, integrating easily with the Validation also included with Tikit's procedure spInsertPostingSlip.
Data can also be sent to other P4W procedures, such as sp_CreateEntity, or sp_CreateMatter, with new client data you may gather from a Web server or other source.
In addition data can be sent to certain tables, containing budget information for example.
The key benefit of using EDT for such jobs is the built in Data Validation that EDT provides, along with the ability to add any number of additional validation rules you may require.
EDT also happens to be a great Reporting and Data maintenance tool too !
If you would like some help with EDT, no problem, just drop us an email at support@LeanSoftware.net or Contact Us online.