Import

Import

This section lets you import transaction data into the TRS Manager application from Bricknode Broker. 

There are two ways of importing data:

  1. From Bricknode Broker
  2. From Excel import

Import from Bricknode Broker

Every day deals and transfers need to be imported from Bricknode Broker, so that TRS Manager application has all transactions that should be reported. This is done by pressing the button "Import Data" on the tab "Import from Bricknode Broker" tab.

The imported transactions can now be viewed in transaction list, read more in section Transactions.

Import through Excel file

Transactions can also be imported through an Excel file. This is mainly used for those that doesn´t have a Bricknode Broker instance but still needs to report TRS to FSA.

First you need to download the template file which can be done by pressing the button "Download Excel Template" on the "Excel Template" section on "Excel Import" tab.

Fill the excel file with transactions according to the format in the template file.

Use the section "Beskrivning" for information about how to populate the different values in the file.

When all transactions is entered in the excel file upload it by first choosing how the transactions in the file should be handled if they already been imported. There are two options:

  • Mark old transactions as duplicates: The transactions that has been imported earlier (if they are the same as the ones in the file) should be marked as duplicates.
  • Mark new transactions as duplicates: The transactions that is imported now (if they already exist in TRS Manager) should be marked as duplicates.

Press "Choose File..." and then "Import" to import the transactions from Excel.

A message is displayed when the import is finished. The imported transactions can now be viewed in transactions list, se more in section Transactions.