Use Data Exchange Definition  

Why Use Data Exchange Definition? 

A Data Exchange Definition reduces manual data entry, ensures consistent mapping, and improves accuracy by automatically linking imported transactions to the correct fields in Wiise. 

How to Set up a Data Exchange Definition? 

1. Search for Data Exchange Definitions on the top right-hand corner of the page.  
    
2. Select the related link and the page displays. 
    
3. Select +New to set up a new Data Exchange Definition.  
4. The Data Exchange Definition card displays three sections (Fasttabs) to fill in that are General, Line Definitions and Column Definitions. 
   
   Note: You can import a preconfigured Data Exchange Definition from your bank. When you’ve set up a definition, you can export it to reuse the format, saving time and ensuring consistency when importing bank statement transactions.  
5. Fill in the following sections: 
   1. General section: 
      1. Enter a Code and Name for the definition.  
      2. Select a File Format option: Xml, Variable Text, Fixed Text or JSON. 
      3. Select the Type of data exchange: Bank Statement Import.  
      4. Skip Line Definitions and update Column Definitions first.  
   2. Column Definitions section: 
      
      1. Set up a line for every column you want to import. 
      2. Then, go to the Line Definitions section and update Field Mapping.  
         
         Note: You’ll need to review the mappings between the bank statement import file and Wiise fields to ensure that the correct data is imported. 
   3. Line Definitions: 
       
      1. Define the structure of the lines in your file.  
      2. Select Field Mapping: You’ll need to indicate where line breaks or headers occur.  
         
         Note: In the Field Mapping section, the Column No. and Column Caption refer to the columns in the bank statement file you downloaded from your bank to upload here. The Field ID and Field Caption indicate the Wiise fields where the bank statement file columns will populate. 
   
   Note: You’ll need to assign a Data Exchange Definition to a Bank Account Card. Go to Bank Accounts and select the bank account you want to use. Assign the Bank Statement Import Format field in the Transfer section.  
   
6. The new Data Exchange Definition has been set up. 
   
   

What’s next? 

Find out how to import your bank statement file and match transactions in the Payment Reconciliation Journal. 

Need more help?   

No problem, that's what we're here for. Reach out to support@wiise.com anytime you can't find what you're looking for.