In this tutorial we will be importing Employee / Manager data from the following template Employee / Manager Data Import Template, 

Install and Login to Integration App

1) Open the Integration App. You can download the Integration app from here -https://www.gorillaexpense.info/install/publish.htm

2) Pre-requisite to integration app is .NET framework and access database engine to import excel. It can be downloaded from here- https://www.gorillaexpense.info/install/accessdatabaseengine.exe

3) Login user name and password will be same as the one used to log into gorilla expense. Select any account system radio button (For example GP2013)

Login URL will be https://www.gorillaexpense.info/gorillapro/service

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Import Employee Data

Check the Employee excel template has all the required data in the right format  

1) Once logged in, go to File - > Import  Employees -> Import using excel

1     2) Select settings menu and browse for the file to be imported from the local drive using the Browse option

      3) Select Done when the file is selected

      4) Select Reload : This should populate all the data from the provided excel sheet on the Gorilla Expense Integration App Grid (as shown below). The user can then select all the records to be imported by choosing the “Select All” option or can manually select the desired record(s) to be imported

5) After selecting the records to be imported User selects the “Import Employees” button on successful import, the records turn green. In case of unsuccessful import, the record turns red and on hovering the unsuccessful record the reason for failure is displayed. The reason for failure can also be found by choosing the “View log “ option   

   6) After successfully importing employees , user should login to Gorilla Expense Web Application as an Admin and Go to Masters tab -> Users and check if the imported users are displayed in gorilla expense manager

What are the possible errors while Import? How to fix them?

The possible errors while re-importing would be  

1.Make sure the Sheet name is Sheet1

2.Select required action in the Action column ‘Create’ in the action column to create new records and ‘Update’ to update existing records.

3.Unit of travel field not populated with the KMS or Miles

4.User Type field not populated correctly with either Employee, Manager or Admin

5.Role Assigned field not populated as per the roles defined in the system to verify go to Masters -> Role

6.Company name does not exists which could mean either the spelling is incorrect or the company is not defined in the application. To verify go to Masters -> Company

7.Business Unit name does not exists which could mean either the spelling is incorrect or the Business Unit is not defined in the application. To verify go to Masters -> Business Unit

8.Cost Center name does not exists which could mean either the spelling is incorrect or the Cost Center is not defined in the application. To verify go to Masters -> Cost Center

9.Default currency not populated currently or is not set to default. To verify go to Masters -> Currency

10.Manager Action status Field: Default value is 'Submitted to Manager'. This should match exactly to what is configured in the system. To verify go to Masters -> Status, this is the status for 1st level of approval (in case of multiple levels of approval) or last level in case 

For specifics on detailed information on each column available in the template please refer -Employee/ Manager Data Import File Details

For a detailed tutorial on how to assign managers to employees, please refer - Assign Manager(s) to Employee Profiles