Frequently Asked Questions
Welcome to Swagman Systems Design's Frequently Asked Questions page. Here, we are
commited to helping our clients better understand the use of the
SSD Import Utility.
This page is always being updated, so come back for more information. If you have additional
questions that are not answered here please email us at
info@swagsys.com or call us toll free at 1 877 792 4626.
- I cannot log into the report for the Import Utility
- I ran the report yesterday and it gave totally different
results to the data I got today!
- What does the SSD Import Utility do?
- What is an Import Utility mapping template?
- I have an IIF file that I used to import data into Quickbooks.
Can your program accept this?
- Do you just import data into Simply Accounting?
- I have been working with a template for a year. We now want
to import extra fields. Can I just start Importing?
- What happens if I try to import an invoice for
a customer that does not yet exist? For example,a new customer account was opened and
an invoice was put through in our main system...would it kick up an error message
saying "unable to import, no account found" or something to that effect?
- We want to import data from our in-house system.It uses
a customer code as well as a customer name. Can your system handle this?
- I am interested in purchasing the SSD Import Utility for
Simply Accounting. Can you give me instructions on how to do this?
- Will your software work with Simply Accounting's 2008 releases?
- My customer has the following tax codes setup in Simply Accounting.
Your documentation indicates that your utility is looking for characters. Does this matter?
- You had mentioned that during setup, I would run a startup utility that enables
me to map my layout to yours and designate the file name. That being said, can I assume that as long
as I populate your fields, the order of them doesn't really matter?
- What date format is your utility expecting?
- If I use a CSV format, are the field lengths an issue? What happens when my
fields are longer or shorter?
A: Simply accounting
temporarily blocked our reports access to its data because the number of people working with that database
exceeded the number of licenses available. This can also happen if someone is logged
into the database in Single-user mode.
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A:
Someone set up the program to log in to the "Last Opened" Simply Accounting database.You can check
if this has happened by doing the following:
- Start the program
- When you get to the login screen, click the "locate" button. The login screen will
enlarge
- Check the box "Simply Accounting Database". If the words "last Opened" appear then this
this setting should be changed. Click on the down arrow at the end of the box and select the
database you would like to use.
- Login as normal. Only change the database setting if you start working with a
different database.
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A:
Our Import Utility allows you to import your transaction into Simply Accounting.
It accepts a wide variety of data types and structures. You can go to the
Import Utility's page .The program's capabilities
are growing all the time so please contact us at
info@swagsys.com if you want to discuss your own requirements.
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The mapping template is the program's mechanism for linking your data into the fields in Simply
Accounting. This template, once created, can be backed up, edited and transferred between computers.
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Yes.
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No. We also support imports into Quickbooks and Peachtree.
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No.You need to change your template to accept the new data fields. If you have a
service agreement with us we will help you with this process free of charge.
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Our importer will set up a new customer in Simply Accounting if that customer cannot be found
in the database. We will also setup new suppliers during the purchase invoice import as well.
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Yes. Our importer can be configured to to use the first of the fifth additional information fields.
This field will automatically be populated during the creation of new customers.
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A:
If you want to purchase our product then you can email your request to
info@swagsys.com. You can also call 1-877-792-4626.
From here you will be given a quote which you will be asked to sign and send back by way of fax.
Our fax number is 519-763-2573.
Keep in mind to add the following information:
- The name of the organization to whom the product is to be licensed
- Whether you want the service agreement
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A:
We are pushing out our 2008 upgrades right now. We had two challenges. Firstly, we had to make our
software compatible with 2008(MySQL). Our second challenge was to maintain compatibility with all previous
versions of Simply Accounting.
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We accept whatever tax codes are in Simply.
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Yes, the order does not matter.
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Any date format works.
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The lengths of the fields are not an issue. You would only get a problem if you elect to use a
fixed-length field format.
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