Interfaces
Interfaces are crucial components that allow different systems and software to communicate and share data seamlessly.
Here are some key types of interfaces you might find:
Application Programming Interfaces (APIs): These are sets of protocols and tools that allow different software applications to interact with each other. For example, an API can enable a finance package to pull data from a bank’s system or integrate with other business software like CRM or ERP systems.
User Interfaces (UIs): These are the parts of the software that users interact with directly. A good UI in a finance package will be intuitive and user-friendly, allowing accountants to easily input and retrieve financial data.
Data Integration Interfaces: These interfaces facilitate the seamless transfer of data between different systems. For instance, they can sync data like balance sheets, income statements, and cash flow statements on a regular basis.
Import/Export Interfaces: These allow users to import data from external sources (like spreadsheets) into the finance package or export data from the package to other formats or systems.
Reporting Interfaces: These are used to generate financial reports and analytics. They often integrate with other tools to provide comprehensive insights and visualisations.
Interfaces enhance efficiency, accuracy, and the overall user experience by ensuring that all necessary data is easily accessible and up-to-date.
Most Interfaces will be setup at implementation.
How to view Interfaces
Viewing Interfaces
Select Data Upload / Interfaces from the Settings section of the pulse menu -
Note
This is an example screen shot of the pulse menu.
Position of the menu items within pulse will vary according to available options and dependant on personal screen resolution.
or enter Interfaces in the Quick Launch Side Menu.
This will then show the Interfaces on the system where normal customisation of Sets can be used.
Tip
To modify the columns displayed, select 
on the top right of the page, then tick/untick the information you want to hide or display.
Examples of Interfaces -
Note
This list is not representative of all the available Interfaces.
Contact import
Select Interfaces from one of the options as shown above in Viewing Interfaces.
Select Contact import from the list of Interfaces.
Select Run - you can also open the selected interface and select Run.
Enter the Contacts file and then select Submit.
Important
The Import file must be populated correctly with the data to be imported.
See Contact import fields for the correct attributes and formatting.
This will then produce a Contact import file in the Imports folder.
Co-op Bank statement text file
Select Interfaces from one of the options as shown above in Viewing Interfaces.
Select Co-op Bank statement text file from the list of Interfaces.
Select Run - you can also open the selected interface and select Run.
Enter the Contacts file and then select Submit.
Important
The Import file must be populated correctly with the data to be imported.
See Co-op Bank statement fields for the correct attributes and formatting.
This will then produce a Bank Statement File Import file in the Imports folder.
Barclays Bank statement text file
Select Interfaces from one of the options as shown above in Viewing Interfaces.
Select Barclays.NET Bank statement text file from the list of Interfaces.
Select Run - you can also open the selected interface and select Run.
Enter the Barclays.NET file and then select Submit.
Important
The Import file must be populated correctly with the data to be imported.
See Barclay.NET statement fields for the correct attributes and formatting.
This will then produce a Bank Statement File Import file in the Imports folder.
Updated November 2024