To automatically synchronize data with your Declaree Administration, you can use your own Declaree Exchange account. With the help of this, files can be exchanged periodically between Declaree and your existing system (e.g. approved expenses, personnel, cost centers and exchange rate data).
How do I create an SFTP account?
When your sFTP module is activated by Declaree:
- Go to "Settings"> "Import & Export"> "FTP Account".
- Here you'll see the username for your account.
Activate your authorization key
- Generate the private / public key.
- Open your public key in a text editor and copy the content.
- Then press "Add key".
- Give your key a name and paste the public key from the clipboard.
- Press "Save".
Generate public / private key under Windows
Projects-and-Activities.xlsx
Code | Name | Project Code |
1000 | Client AB | |
1010 | Draft | 1000 |
1020 | Production | 1000 |
2000 | Client CD | |
2010 | Draft | 2000 |
2020 | Production | 2000 |
2. Projects and Activities in two separate Excel or CSV-Files;
Projects.xlsx
Projekt Code | Projekt Name |
1000 | Client AB |
2000 | Client CD |
Activities.xlsx
Activitiy Code | Activitiy Name | Project Code |
1010 | Draft | 1000 |
1020 | Production | 1000 |
2010 | Draft | 2000 |
2020 | Production | 2000 |