How to Manually Import your Journal on Tyms

Importing journal entries into Tyms is a straightforward process that helps you efficiently transition your financial records into the system. With just a few clicks, you'll be able to upload your entries, ensuring that every field is correctly aligned with Tyms’ format for smooth integration. This process will save time and minimize errors, helping you keep your financial data organized and up-to-date.

Step 1: Manually Importing Journal on Tyms

1. Click on the “New Button" and select “Journals Import” from the options.
2. Download the spreadsheet template provided. This template will guide you on how to format your data for a smooth import.
3. Open the downloaded template and enter your data following the column headers and required fields format.
   • (Note: Ensure each entry is accurate to avoid import errors).
4. Save your file in xls, xlsx, or CSV file format.

Step 2: Upload the saved journal document

1. Once your file is saved in the recommended format, go back to Tyms, and upload the saved file.
   • (Note: Before uploading your file on Tyms, select the appropriate Date Format from the dropdown, this will make it easy to identify and process the date columns).
2. Optionally if you want the uploaded data to be saved as drafts, check the box "Save all the uploaded data as draft" before proceeding.
3. Once you have uploaded, click on the "Next button"

Step 3: Map and Review the Data

1. Tyms will auto-detect the best matches for each field in your file to match Tyms fields.
   • Ensure all required fields (marked with a red asterisk, *) are mapped correctly and adjust mappings as needed to ensure data accuracy.
2. After mapping, preview the mapped data to confirm everything is correctly matched.
3. If any adjustments are needed, click the “Prev” button to re-map fields.
4. Once you’re satisfied with the mappings, click “Upload” to proceed with the import.

This process allows you to efficiently import your journal entries while ensuring all fields are correctly mapped and ready for use in Tyms.