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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.

Requirements:

  • 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

  1. Click Projects>Configure (gear icon) >Import

     
  2. Select "Imports billing codes from variety of sources" and click "Configure..."
  1. Select "Specify connection string" 
  2. Choose "Microsoft OLE DB Provider for SQL Server", the click "Next"

     
  3. Enter your SQL Server name, username, password and database
  4. Click "Test Connection" to confirm that the settings are correct
  5. Click "OK"

     
  6. Select "use table" and select your Billing Code table name
  7. Select Number field for "Number"
  8. Select Name field for "Name"
  9. If Billing Code list has "Active/Inactive" field, select "Active" box and define values
  10. If importing a Project Manager username from the accounting database, enter field(s)
  11. If importing Project Type and/or Office, set them as well.
  12. Click "Preview" to see how the imported codes will appear
  13. If importing multiple tiers (Project/Phase/Task, etc), repeat steps 8-12 for each tier
  14.  Click "OK"

Scheduling

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.

Custom imports

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".

  1. Follow above steps until you get to Step 8
  2. Select "Use SQL statement" instead of "Use table"
  3. Click "Edit SQL"
  4. Enter a custom SQL query and click "OK"
  5. Click "Preview" to check results
  6. 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.