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Setting up the Star Receipts Batch Import tool

Alex Kenis
Updated

Description: This article elaborates on the function of and process for setting up the Star Receipts Batch Import Tool.

 

Contents:

  • Benefits of the tool
  • Process for setting up tool

Benefits of and information about the tool

  • Star is the only PM system that has an import function using a CSV that enables the firm to be completely hands-off when importing transactions: the Star Receipts Batch Import tool
  • Transactions are not only imported, but also allocated meaning the amounts collected are applied to the items they are paying for. This is important because this means the firm does not have to press any buttons to make this a reality.
  • This tool is not a Star default tool
  • See attached manual for how this tool works

Process for setting up the tool

  • Overall Goal: Create an automated process to take a customized set of CSVs sent by Aiwyn on a schedule and import them into the Star Receipts Batch Import tool.
  • Tool Setup Components by Owner:
    • Star: needs to help configure the tool to be setup
      • Written in SQL and no-code
    • Firm: needs to use Task Center or other automation tool to create stored procedures that work to take the CSV(s) that Aiwyn creates and import them into the tool
      • File deposit locations:
        • Secure email (ex: ShareFile, etc) - automation would take file(s) from email, download them to network directory, then sweep files into the tool.
        • Network folder - firm associate can drop CSV(s) into a network folder from which the automation can screen for files and then sweep the files into the tool.
      • file naming convention - the files will need to be named based on the GL bank account and potentially the payment type of the files. The firm will need to educate Aiwyn on how the files need to be named from the meeting with Star to setup the tool.
    • Aiwyn: needs to create the appropriate CSVs that will feed automatically into Star using this newly erected automated process
      • Aiwyn needs to know:
        • Naming convention of files
        • Additional payment reporting logic and file structure if different from current
        • Email address recipient of daily payment file(s)

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