Chapter 143 Folder Admin
Folder Admin helps you automate the import and export of files from an online folder.
Folder Connect is an option in BigBusiness that lets you check online folders for files. We can help you set this up to use FTP or SFTP to get files that are ready to import.
This chapter describes how to manage any problem or make use of additional features. Folder Connect will run problem-free for years but someday you may need this info.
Folder Auto-Connect
Folder Auto-Connect automates the import and export of files from an online folder.
Folder Connect is the option in BigBusiness that lets you check online folders for files. Auto-Connect is the setting that allows it to run automatically and check for new files.
Go to Company card, Connect Settings tab, Folder button to view your connection(s). Any that have Auto-Connect selected are running--but paused while you view them.
Folder Filtering
Folder Connect finds the right files for importing from an online folder using File Kind.
It then reads the files to determine if they can be imported using Validation you preset.
For example, if you want CSV files automatically imported, choose .CSV for it to find. This will ignore other files to avoid errors and skip any presorting of your import files.
Folder Connect also lets you set Validation so it can read files, then decide to import. If you put "CustomerID=123" it would read the incoming files to choose only these.
Folder Connections
Folder Connect lets you have multiple connections to multiple folders for importing.
In Company card, Connect Settings tab, click Folder and you may see multiple listings.
These may connect to the same service but different folders or be for different services.
Folder Upload
Folder Connect lets you upload export files automatically, such as invoices.