Typically the best way to share data with Actuals is to use the sFTP connection to place data periodically on the Actuals environment. For some cases it is either easier or faster to provide a file manually. The Actuals Live environment allows users to do this as well. To process the file, it should be formatted as a CSV-file including a header row. How this file is generated (downloaded, button in user interface, received through email) is not important. The Actuals Live facilitates several options for configuring and processing the uuploaded files. But in some cases additional help can be needed. In those cases, please contact your Actuals account manager.
Example
When using your datawarehouse application, you are able to report on the transactions. The application also allows you to download an Excel file containing all the transactions. After downloading the file, you rearrange (and possibly remove) columns such that this information is available
- Order ID (unique identifier for each order)
- Timestamp (server side timestamp when the order took place, formattedĀ
yyyy-MM-dd'T'HH:mm:ssZ)
- Country (country of the website where the order took place, for instanceĀ
Belgium,ĀNetherlands, etc.)
- Amount (total amount of the order, including all costs, for instanceĀ
29.88)
- Order type (
Regular,ĀTest,ĀCancellation)
- Vat code (
21, so integer indicating the percentage)
- Payment type (
cash,Āideal,Ācreditcard, etc)
The file should be saved as (comma separated) CSV file. When logging in into the Actuals Live environment, you can select the proper source and click the Upload File button to upload the file.