Plexware - ReFlow Import for Pastel Evolution
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PRODUCTS | REFLOW IMPORT FOR PASTEL EVOLUTION | USAGE
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Easily import a variety of information into your accounting or ERP system from Excel!
|ReFlow Import for Pastel Evolution - Usage Instructions |
To use the software, follow these simple steps..Step 1: Set up a templateFrom the main ReFlow screen, click New Template. In the Filter list at the top, choose "Pastel Evolution" so only the templates
relevant to Pastel Evolution are displayed. Navigate through the menu to locate the template you want to use. (The menu is laid out similarly to the
Evolution menu). Click Next once you've chosen the template.
In the screen that comes up, you can choose exactly which fields you want to use. Click the "Change Selection" button towards the top of the screen for selection options.
Generally, you should only include fields that you want to put data into. Ie. if you don't have data for a particular field, leave it out.
The tree on the left shows the different tiers in the template. You can usually untick entire tiers if they're not relevant to what you're doing.Click Next once you've finished selecting/deselecting fields (you can come back to this later if you've made a mistake).
Click Next again to jump to creation of the template. The template will be created in Excel and immediately displayed on the screen.
Most fields have useful information that you can see by hovering over the field.You can now start capturing data into the template. If you find you've missed a field you need, go back into ReFlow and click Back
until you get to the field selection screen again. You can do this as many times as necessary until you are happy all required information
Step 2: Set up a connectionYou now need to set up a connection to the Pastel Evolution company database you want to import into. Remember to always import into a test company first!On the Welcome screen, click the Connections button. Choose "Pastel Evolution" from the Node list on the top-left, then click New Connection.Fill in the name of the Server in which your Pastel Evolution database resides, then either tick "Use Windows authentication" or fill in a username and password.
Next, drop down the Database list and select the company from the list. If there are no databases in the list, verify the details you've entered are correct or click
Test to find out what the problem is. Finally, test the connection by clicking the Test button.
If the test is successful, give the connection profile a name (or click the "Use this name" link) and click Save.
Step 3: Obtain a trial licenseOn the Welcome screen, click Licensing, then Enter License Key. Phone or email us by clicking the email link in the Product Activation screen so we can issue a trial license. Without a license,
you'll be able to set up templates and manage connections but not run the actual imports.Step 4: Import the dataClick "Import Data" in the Welcome screen. Choose an Excel spreadsheet, then choose the Workbook in that sheet that contains the data you want to import.
Select a database connection from the list and finally, click Import. Once processing is complete, you'll be shown a report indicating whether the import was successful.Expect to have to make a few changes to what you've captured and retry before the imports go through successfully. Also, try to keep your initial imports as simple as possible. Once
you have a successful import you can add the more complex fields you need in the template.
If you have any trouble using the software, don't hesitate to contact us!Happy Importing!
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