Once the integration between Plannit and your Avantage accounting system is complete, your transactions will be exported in just a few clicks.
Step 1: Export transactions from Plannit
In Plannit, click on Transactions :
💠 Filter transactions
Click on Filters
Enter your period in Transaction date
Click Apply and the list of sales transactions (i.e. invoices sent) will appear.
💠 Select transactions for export
Check the transactions to be exported by selecting each box individually.
or
Export all transactions, by checking the box at the top left.
💠 Export data
Click on the Export button.
The file containing the transactions will be automatically downloaded to your computer (import.txt).
Step 2: Importing data into Avantage
👉 The exported file must be named import.txt to be Avantage-compatible.
💠 Import transaction file
Open Avantage software.
Go to the Operator menu and select: Data exchange / Import / Avantage requests
Locate the import.txt file on your computer.
Click on the green check to confirm the import.
💠 Import verification
The result of the import will appear on the screen: you'll see either a Success (OK) message, or an Error if corrections are required.
Step 3: Check imported transactions
💠 Accessing General Ledger entries
In Avantage, go to the General Ledger menu.
Select Journal entries.
💠 Find journal entry
Find the journal entry number corresponding to your import (e.g. #41).
This entry contains a summary of the transactions carried out in Plannit.
🏆 Your import is now complete and Plannit transactions are integrated into your Avantage system!