FinJinni can also load user-data files into database tables that are independent of FinJinni’s managed database structure. This is provided as a convenience for loading additional data into the reporting database.
FinJinni’s will load this data from CSV-format files that you can create with Excel. There are separate files for each QuickBooks company and data table. You may have multiple files (multiple tables) for one company. All files should be saved in the folder “documents”\My Templates\FinJinni, where “documents” is your normal documents folder.
The data files that FinJinni will load are named “companyid_TableData_tablename.csv”, where “companyid” is the company identifier (aka nick-name) that you assigned when you added the company to FinJinni and “tablename” is the name of the database table. You must create this table yourself using standard database tools or commands.
These files require a header with the column name in the first row. The column names must match the column names in your data table.
Usage Notes:
- Data files are automatically loaded whenever a refresh is performed. FinJinni will detect whenever the file is changed (or a new file is added) and load the file.
- If the table contains a “Company_ID” column, loading a data file will first clear all existing rows for that company. This column does not need to be in the data file, it will be added from the companyid value in the filename (if it is present, it will be over-ridden with that value).
- You can perform an initial load manually, by right-clicking on the Refresh button on the FinJinni application screen. Choose “Load Added-Transaction Definition Files…” then “Reload User-Defined Data Tables”. If you choose a group of companies from the Extract drop-down, files for all companies in the group will be loaded.