In this tutorial we will be importing Bank Profiles data from the following template Credit Card Profiles 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 using the Admin user name and password. Select any type (For example GP(2010 and above)
Login URL will be https://www.gorillaexpense.info/gorillapro/service
Import Credit Card Profile
Check the Credit Card Profile excel template has all the required data in the right format
1) Once logged in, go to File - > Import Credit Card Profile -> 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 Credit Card Profile(s)” 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 Credit Card Profile, user should login to Gorilla Expense Web Application as an Admin and Go to Settings -> Credit Card Profile and check if the imported Credit Card Profile is displayed.
For specifics on detailed information on each column available in the template please refer - Credit Card Profile Data Import File Details