Install and Login to Integration App
1) Open the Integration App. You can download the Integration app from here -http://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 type (For example Sage)
Login URL will be https://www.gorillaexpense.info/gorillapro/service
Import Bank Transactions
Check the Bank transactions excel file has all the required data in the right format
- Once logged in, go to File - > Import Credit Card File -> Import Generic excel/CSV
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 in the excel sheet, user can select all the records to be imported by choosing the “Select All” option or can manually select each record to be imported
5. After selecting the records to be imported User selects the “Import Excel/CSV” button on successful import the records turn green else in case of unsuccessful import the record turns orange (Refer below figure)and on hovering the incomplete record the reason for failure is displayed else user can choose the “View log “ option to ascertain the reason for import failure
6. After successfully importing Bank Transactions user should login with the Admin credentials to gorilla expense manager and Go to Expense Reports tab -> Expenses and check if the imported Bank Transactions are displayed
