Overview

LeanIX offers a manual way of data intake and processing. This is to ensure the smoothest possible way to get the most out of your current data from SMP. Here we have the guidelines on how to proceed with manually importing your file.

Formatting for manually importing a file

Below is the formatting that you have to follow for the importing file to be successful.

Financial Systems file Import:

Invoice date
Invoice ID
Vendor ID
Vendor name
Description (as detailed as possible)
Amount
Currency

Expense Management file Import:

Transaction Date
Transaction ID
Vendor description
Expense Description (as detailed as possible)
Amount
Currency

Contract Management System file import:

Contract ID
Vendor name
Contract start date
Contract end date (or contract length)
Amount
Currency
Document PDF/JPG/JPEG/PNG format - this can be a contract, purchase order, service order, invoice, email confirmation, …
(optional) Volume
(optional) Description

Single Sign-On file import - vendors only:

Vendor ID
Vendor Name
(optional) Status [active, inactive]

HR Information System file import:

Employee ID
Employee name
Email
Department ID
Department name
(optional) Status [active, inactive]
(optional) Type [employee, contractor, partner, systemUser]

Credit Cards file import:

Charge date
Charge ID
Vendor name / description
Amount
Currency
Cardholder name
MCC Code

Import file to SMP

Once you have your data ready. You can proceed to import these data into SMP by going to:

Go to the Settings > Discover Integrations panel > then click on the Import file

Here, you can upload your data using the format described above

When you select the Category, detailed information on which columns should be included in the file will appear.