Overview
Ocerra offers file-based integration for clients who want to exchange data with Ocerra using files rather than a direct system connection.

At a high level, file-based integration can be used in two ways:

  • to import data into Ocerra
  • to export data from Ocerra

These are separate processes and are covered in their own support articles.

File-based import
Ocerra includes a file-based import option in Settings > Import.

This import uses the Ocerra Excel template. The current template can be find direclty in the Ocerra app via Settings - Import.

File-based import can be used to load or update supported data in Ocerra using that template.

File-based export
Ocerra also supports file-based export options for getting invoice data out of Ocerra.

File-based export is separate from Settings > Import and is handled through a Microsoft-based process. 

Important notes

  • File-based import and file-based export are separate functions.
  • File-based import uses the Ocerra Excel template, not a CSV file.
  • The available import tabs and columns are defined by the latest version of the template.

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