CASH and FINANCIALS mapping template

This section contains instructions on how to create mapping templates to load data from CASH and FINANCIALS. The templates for two applications are identical; the difference is that different variables and databases are used. Thus, below we have given instructions only regarding the CASH template.

Before you can create or edit a template, you need to connect to a data source. Once you are connected, the Manage Template menu will become active (see the table below).

CASH and FINANCIALS mapping templates are .ptcash and .ptfin files. XML templates created in previous versions of PLAN can still be imported, but they will be saved locally as .ptcash or .ptfin files. The currently used template is part of the PLAN document; if you send this document to a colleague, for example, the template will be sent with it. When you create a template, you can choose to save a copy of it as a file on your computer; for information about managing saved templates, see Manage mapping templates.

Option	Description
New	Creates a new template. If there are several templates, you can copy an existing one into the new one. Template names can be up to 50 characters long and can contain any characters and spaces.
Rename	Renames the selected template.
Edit	Opens the selected template for editing.
Delete	Deletes the selected template.
Import	Imports a template from a PTCASH or PTFIN file.
Import from CASH	Imports a template from an XML file stored in a CASH or FINANCIALS database.
Export	Exports the selected template into a PTCASH or PTFIN file.

Note: XML mapping templates are stored in databases from which you load data. To export, connect to the database where the template is stored, select the template and then use the Export option to save the template as a PTCASH or PTFIN file. To import, connect to the destination database and use the Import from CASH option to import the exported file.

The mapping template window contains three tabs: