Author Archives: ironm@n2020

Import employees from excel into Exact Synergy Enterprise

Our Import Plus add-on has now the option to import employees from an excel file in Exact Synergy Enterprise via an import wizard.

The import wizard is started from Exact Synergy Enterprise and allows you to map your fields and after mapping you can import your employee data.

Import is done in 9 easy steps:

  1. Select the excel file with your employee data
  2. Select the excel sheet that need to be imported
  3. Select the header row if any
  4. Map the columns, when the columns follow the field description it will already automatically be mapped.
  5. Confirm the type of the fields for the correct formatting
  6. Select the data to be imported
  7. Start your import
  8. See the summary of the results
  9. Save your steps as a template when the Excel file with the same format will be imported on a regular basis

Including this new enhancements the Import Plus now supports:

  • Items
  • Projects
  • Documents & Attachments
  • Employees / Persons

You are looking for other data to be imported let us know so when can extend the Import Plus module to add your requirement.

Import Plus Projects

Import Plus add-on has now the option to import projects from an excel file in Exact Synergy Enterprise via an import wizard.

The import wizard is started from Exact Synergy Enterprise and allows you to map your fields and after mapping you can import your projects.

The Import Plus add-on also allows for import of items and documents (with attachments).

Workflow Plus Request Bulk Actions

A new feature for the Workflow Plus add-on is available which allows bulk actions on more than 25 requests in one time.

The following bulk actions are available:

  • Bulk update, based on your search result this option allows you to update the value of any field in a request.
  • Bulk approve
  • Bulk realize
  • Bulk process
  • Bulk reject
  • Bulk re-submit
  • Bulk re-open
  • Bulk delete
  • Bulk assign

Bulk Import of documents and attachments into Exact Synergy Enterprise

Starting with Exact Synergy Enterprise and you need to upload files from your local folder or shared drive to Synergy.

This can now easily be done with our Import Plus Documents Import Wizard. In an Excel file you enter the document type, subject and the full path to the document (when required you also can pass on additional data like account,contact, item, project etc.). Then upload the Excel file to Synergy and follow the steps in the Import Wizard after completed all your documents will be available as documents in Synergy with an attachment.

 

New integrations between Exact Synergy Enterprise and third party ERP, CRM and Marketing applications

The following integration will be available soon on our website

Please contact us for more information.