In this tutorial we will be importing Expense Type data from the following template Expense Type 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

Import Expense Type Data

Check the Expense type excel template has all the required data in the right format  

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

      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 Expenses” 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 Expense Types, user should login to Gorilla Expense Web Application as an Admin and Go to Masters -> Expense Types and check if the imported Expense Types are displayed

 For detailed information on each column available in the template refer to Expense Type Data Import File Details