Argos 7 can import Billing Codes from any SQL-based accounting package. We can import directly from a table, or run an ad-hoc SQL query to format the data as required.
- Name of SQL Server (and SQL instance, if applicable)
- Name of SQL database
- SQL Username/password with a minimum of READ rights on the desired tables
Set up SQL Import
- Click Projects>Configure (gear icon) >Import
- Select "Imports billing codes from variety of sources" and click "Configure..."
- Select "Specify connection string"
- Choose "Microsoft OLE DB Provider for SQL Server", the click "Next"
- Enter your SQL Server name, username, password and database
- Click "Test Connection" to confirm that the settings are correct
- Click "OK"
- Select "use table" and select your Billing Code table name
- Select Number field for "Number"
- Select Name field for "Name"
- If Billing Code list has "Active/Inactive" field, select "Active" box and define values
- If importing a Project Manager username from the accounting database, enter field(s)
- If importing Project Type and/or Office, set them as well.
- Click "Preview" to see how the imported codes will appear
- If importing multiple tiers (Project/Phase/Task, etc), repeat steps 8-12 for each tier
- Click "OK"
The Billing Code import can be run manually or on a schedule. If you'd like to schedule the import, click the "Schedule..." button and define a schedule. Sepialine recommends importing from Vision on a nightly basis, but some customers prefer to import several times a day.
Run the Import
Click "Run now" to manually run the Vision import. You will see a progress bar and a success message when finished.
It is possible to run custom queries against your SQL database to filter Billing Codes on additional criteria. In this example, we will connect to a Deltek Vision database and import only Active projects that do not start with "999".
- Follow above steps until you get to Step 8
- Select "Use SQL statement" instead of "Use table"
- Click "Edit SQL"
- Enter a custom SQL query and click "OK"
- Click "Preview" to check results
- If all is set, click "OK" and follow above steps to schedule and run the import.
Custom SQL Import from other sources
Basic SQL commands can be run against most ODBC-compliant data sources - CSV, Excel, MS Access, Foxpro, etc. You can use the above steps to connect to a System DSN source and run a custom query.