Open Architecture ⁽⁵¹⁾

Import Definitions

Import Definitions are a part of our data integration technologies. It is frequently the case that you are rarely importing a single file, rather you are importing a set of related files in order for a particular process. Import Definitions are designed to address this problem by providing functionality that enables you to process importing data from a variety of sources in an ordered manner with advanced capabilities.

This provides an extremely powerful mechanism to configure a single process that can automate interfacing with any 3rd party product. If you have LemonEdge sitting on top of another accounting system, or interfacing with a client/investor system, or feeding a data warehouse, you can make sure that with one click (or on a schedule) you can always import/export all of that data seamlessly onto the platform. 

Data Sources Tool Window

The Data Sources  is a tool window [more info] which allows you to view and edit external data source keys that are associated with records in the system. This way you can hold as many different 3rd party keys against data as you require for reconciliation, importing, exporting and more.

Data Sources Search View

Data Sources Search enables you to quickly search across the entire system for any 3rd party keys linked to a data source. This ensures you can integrate, reconcile, and report across multiple 3rd party systems with the LemonEdge platform.

Data Source Types View

The Data Source Types View holds all the information about standing data item Data Source Types that can be used to store keys for every record in the system for 3rd party external systems.

Data Source Types

Data Source Types are used to create the various 3rd party data sources that every record in the system can store a unique id for.

Data Sources

Data Sources are designed to answer the common issue of storing unique ids from 3rd party systems (often multiple) for integration, reconciliation and reporting. This functionality allows you to define as many unique data sources as required for each 3rd party system. That is then available as a key field against every record in the system. You can use this to find data by the 3rd party keys and to reconcile back to those systems.

Data Mapping Properties View

Data Mapping Properties allow you to define the columns in the file being imported and how they should be treated, or what properties they should map to.

Data Mappings View

Data Mappings allow you to specify different rules for parsing files from 3rd party sources and any transformations to make before importing the data into the LemonEdge system. This provides a powerful mechanism for automating manual processes around importing data ensuring that even legacy vendors that only provide rigid text files in one format for data can still be worked with to integrate into this platform. We believe in ensuring you have the power to work with data (in our system or not) the way you want to be able to.