Integration Manager General Settings and Menu Options

By default, the Integration Manager installation adds a shortcut to your desktop . Double click the shortcut to launch Integration Manager.

The main Integration Manager window includes a top menu bar and a table listing the record types available for import from and export to a CSV file.

Click the menu headers to view the available menu options:

• File — The File menu includes the following options:

  • Create shortcut, Open shortcut, or Upgrade shortcut— You can use shortcuts to run specific imports and exports manually without launching the Integration Manager application, or to schedule imports and exports to run automatically. You should upgrade all your Integration Manager shortcuts after you update the Integration Manager application to a new version. See Working with Export and Import Shortcuts.

  • Create backup or Restore from backup — You can back up your Integration Manager settings, and restore your application settings from this backup when required. See Backing Up Your Integration Manager Settings and Shortcuts and Restoring Your Integration Manager Settings and Shortcuts from the Backup.

    The backup is stored on an OpenAir server to ensure availability. The backup may be useful if you want to transfer shortcuts and other settings to a different computer or environment without having to recreate all the field mapping and logic. See Transferring Integration Manager Shortcuts to a Different Computer or Environment.

  • Exit — Click Exit to close the Integration Manager application.

  

• Options — The Options menu includes the following options:

  • OA Account settings — You must enter your OpenAir sign-in details to connect Integration Manager with your OpenAir account. See Connecting Integration Manager with your OpenAir Account.

  • CSV Encoding — If you are using Integration Manager 6.6 or later version, you can choose the character encoding scheme used for the CSV file you export to or import from. See CSV Character Encoding.

  • The following options are available when you select a record type to export or import:

    • Field mapping — Integration Manager lets you map the OpenAir fields for each supported record type to columns in the CSV file you export information to or import information from. You can set the name and order of columns in the CSV file, combine multiple OpenAir fields into a single CSV column (export) or multiple CSV columns into a single OpenAir field (import), split a CSV column into multiple OpenAir fields (import), or include additional information such as custom fields or calculated fields. See Mapping OpenAir Fields to CSV Columns.

    • Filtering — You can set up Integration Manager to export only those OpenAir records matching specific filter conditions. See Filtering OpenAir Records for Export.

    • Formatting — You can change the format of some of the information you export or import automatically. You can set the date and time format, or set a conditional override. When exporting information from OpenAir to a CSV file, you can also set a maximum field length and the range of acceptable numerical values. See Formatting Information for Export and Import.

    • Accounting settings — When you export Receipt, Revenue recognition transaction, TimeBill (charge, slip, or bill), Timesheet entry, or Slip projection records from OpenAir to a CSV file, you can perform account balancing and secondary balancing on the records you are exporting. You can also summarize the information for export, and choose the fields to sum and the combination fields for which you want subtotals. See Accounting Settings.

  • Logging options — Integration Manager always adds a log entry when an error occurs. By default, it also adds a log entry with information about each action performed. You can set logging options so that the log only records errors.

    The log file is located in the AppData folder for the Windows user – C:\Users\<username>\AppData\Roaming\OpenAir\Integration Manager\OpenAirManager.log. To view the log, go to Help > Display log.

  

• Help — The Help menu includes the following options:

• User guide (online) — Click to view the latest version of the Integration Manager User Guide (PDF file) in your default browser.

• Supported fields for import and export — Click to view the list of tables and fields available for export from and import into OpenAir (CSV file) in your default application for CSV files. See also Records and Fields Reference.

• Contents (release notes) — Click to view the readme.txt file in your default text editor. The file content includes a version history with a summary of features introduced with each version.

• OpenAir website — Click to view the OpenAir product information website (https://www.openair.com/) in your default browser.

• Display log — Click to view the Integration Manager log in your default text editor. It lists actions on specific dates and times. When contacting OpenAir Customer Support to report an issue with Integration Manager, it is helpful to attach the log file. See also Troubleshooting.

• About OpenAir Integration Manager — Click to view version information.

  

Note:

If you select an item to import or export and right-click on the highlighted row, available items from the options menu also display. They include the option to Create Shortcut as well as Field Mapping, Filtering, and Formatting when applicable.