It is possible to transfer balance data from Heeros accounting to Fuusor either automatically via the REST interface or manually. The following describes how to perform the transfer manually. The automatic transfer is activated by Heeros application support. Please contact support if you need to enable the automatic transfer.
The export of transactions is done from the accounting Open or Own view using the Export entries
A new window will open.
Type of interface - Select HeerosXML as the interface type.
Scope - Limit the start date of the data to be transferred to the first period of the fiscal year that you want to transfer. The end date should be the last period that contains entries at the time of transfer.
Accounting entries - Select Exports Yes, Budget rows Yes (if budgets are in use), and By dimension objects Yes (if accounting objects are in use).
Settings - Select Used Accounts and Yes for Financial years and Monitoring objects if accounting objects are in use.
The Load button saves the data to disk. The file extension must be changed to XML.