edoc invoice Administration Guide
edoc invoice Administration Guide
Breadcrumbs

Create an import of master data for edoc invoice

By retrieving the master data from the external data source, you have created the basis for importing it into edoc invoice.

You can also use the settings for your query under Import - Master data > Master data import > Queries for the import. You can also define the time interval for updating the master data in edoc invoice.

Here's how

  1. Click on edoc invoice in the sidebar to open the edoc invoice dashboard.

  2. Click on Settings and select the company for which you want to configure the import under Company settings.

  3. Click on Data > Import - Master data in the sidebar.

  4. Click on New import in the ribbon.

  5. Under Settings, specify the following:

    1. Query: Select one of the queries you have defined.

    2. Connection: Select the connection type that you have specified for the source system under Connections > Connection details.

    3. Interval: Specify the time interval for executing the import from the external data source.

  6. Save the import.

In the Placeholder section, you will find the variables used in the query, a description and the corresponding values.

In the Status section, you will find the log with the status of the import, e.g. start date and start time, completion of the import, duration, time of processing and last update.


See also