Hi Joe,

On Sun, Apr 26, 2020 at 1:44 AM joefrancois@gmail.com wrote:

I am testing Ledgersmb to see if it is a fit. I am currently using Shopify for shopping cart and I sell on Amazon. Therefore, I will need to sync my orders and inventory with each of the platform. I look around and I can't see how to upload data to Ledgersmb. I would also find it useful for migration. Any hints?

You have a very good point. There's little documentation around on how to do the two things you mentioned: (1) initializing a database (e.g. from another accounting system) and (2) keeping the database in sync with a second administration (such as your shopping cart).

There are a few somewhat hidden import features; depending on your use-case, that might be enough - or not.

* Import of a Chart of accounts - allows one to initialize all accounts without creating them manually one-by-one Can be found under "General Journal > Import Chart of Accounts" * Import of a journal entry - allows one to import a (large) journal entry without manually entering it Can be found under "General Journal > Import" * Import of Goods/Services/Overhead - allows one to bulk-define goods(inventory-based parts)/services(non-inventory parts)/overhead Can be found under "Goods and Services > Import"

Inventory can be imported through "Goods and Services > Import > Inventory": it will set up the accounting correctly to account for the cost of goods sold on sale and add to the inventory asset account. There's one thing though: I've overhauled the code which does the inventory adjustments through the UI, but from the first look at the code, it seems this code wasn't part of that rewrite. I'd love to help you to address that problem when you run into it though.

Regards,

Hi all,

In response to Mark's request, I have created https://github.com/ehuelsmann/LedgerSMB/tree/doc-csv-coa-import/doc/csv-impo... (which after being integrated in the main repository will be available under https://github.com/ledgersmb/LedgerSMB/tree/doc-csv-coa-import/doc/csv-impor... ).

Please provide feedback!

Also, this is just a start to get going on the import of chart-of-accounts. Further format descriptions are coming.

Regards,

erik.

On Tue, Jul 28, 2020 at 7:23 AM markz@walzed.com wrote:

Are there any guides to import headers etc? _______________________________________________ users mailing list -- users@lists.ledgersmb.org To unsubscribe send an email to users-leave@lists.ledgersmb.org

Hi Paul,

On Tue, Jul 28, 2020, 18:26 Paul Bente paul@merlinic.com wrote:

After a bit of reflection I realized that that .csv-import implies comma separated values but it might be helpful to state the field separator explicitly in the document.

Thanks for the remark. I updated the document and added a note about number formatting as well.

Regards

Erik.