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Falcon Enterprice

With Falcon's import function, you can import any number of accounting informations (ledgers, legal entities and assignments)

The basis for this is an import file. Excel templates are available via the following download button:

How to import

Select Import from the main menu at the bottom left and assignments, ledger or legal entities from the dropdown. Then select the file you want to import.

Now select "Import". The data is then imported in the background. Once the import has been successfully completed, Falcon will ask you to refresh.

File structure and format for the assignments import

Already created ledgers and/or companies can be assigned to a measure + budgeting item by using the import. If the ledgers and/or companies have not yet been created in the administration, they can be created with the import.

Names for ledgers and companies are optional when new ledgers or companies are created. For new ledgers and companies without a name, the respective qualifier is used as a fallback. The name field is ignored for ledgers and companies that have already been created.

The import function reads a file, searches for specific column headers, and imports the information stored in the rows. The basis is an XLSX, XLS, or CSV file with at least the following columns:

You can also pass the following information in the file:

File structure and format for the ledger import

The import function reads a file, searches for specific column headers, and imports the information stored in the rows. The basis is an XLSX, XLS, or CSV file with at least the following columns:

Note: The same names can be created for the ledgers. The same qualifiers cannot be created for the ledgers.

File structure and format for the legal entities import

The import function reads a file, searches for specific column headers, and imports the information stored in the rows. The basis is an XLSX, XLS, or CSV file with at least the following columns:

Note: The same names can be created for the companies. The same qualifiers cannot be created for the companies.

You can find the measure IDs in the profiles of the measures.

The respective position ID can be determined and copied by right-clicking on a position in the effects tab of a measure.

Errors & limits

Falcon allows you to import effects with file sizes of up to 10 MB in one go. Furthermore, the import is limited to 5,000 rows per Excel spreadsheet. No data is imported if errors are detected during the import - e.g., in the file structure. Falcon automatically sends an error report via mail showing you why the import could not be performed.

Common errors