Overview:

  • Learn how to import data from your system to Ocerra.


You can import the following information to Ocerra:

  • Currency codes
  • Tax rates
  • Accounts/GL codes
  • Vendors and default vendor information such as account, currency code, tax rate or other information you would like to add to the invoice when coding


To import this information, go to SettingsGeneralImport and click to Download Template. 



Follow instruction on the Excel template to add required information.


IMPORTANT: Do not change the column headings in the template file. These needs to be unchanged for the import to work in the next step.


Here's how to upload the file:


To confirm that the import to Ocerra was successful, you can check the imported data on the same page: