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Usage

Step 1: Open the Add-on​

  1. After installation, go to Extensions > AX1 > Data imports. This opens a sidebar with which you can install and manage data imports.

    Data Imports

Step 2: Fetch Data​

Fill in the form in the sidebar:

Data Imports

  • Data Type: Select the type of data (e.g., Cost Centers, Entries, Accounts).
  • Year: Enter the fiscal year (e.g., 2024).
  • Account: Input your account ID (e.g., 12345).
  • Sheet Name: Name the sheet where data will be imported (e.g., Cost Centers 2024).

Click Submit. The Add-on will fetch and populate the data automatically.

Step 3. Using the Add-on​

Data Import Types​

The AX1 Add-on imports three types of accounting data, each with specific columns:

1. Accounts​

Shows all financial accounts in your system.
Columns:

  • Id: Unique account identifier

  • Client: Associated client/organization

  • Year: Fiscal year

  • Number: Account number

  • Type: Account category (e.g., Asset/Liability)

  • Description: Account purpose

    Accounts Data

2. Cost Centers​

Tracks departmental or project-based costs.
Columns:

  • Id: Unique identifier

  • Client: Associated client

  • Year: Fiscal year

  • Name: Cost center name

  • System: System classification

  • Description: Cost center purpose

    Cost Centers Data

3. Entries​

Detailed financial transactions.
Key Columns:

  • Id: Transaction ID

  • Date: Transaction date

  • Account: Impacted account

  • Amount: Transaction value

  • Currency: Currency code

  • Cost Center 1/2: Associated cost centers

  • Invoice/Receipt Nr: Reference numbers

  • Batch: Transaction group

    Entries Data

Refresh Behavior​

  • Data does not update automatically to preserve performance.
  • To sync latest data:
    1. Open the Add-On sidebar
    2. Click Refresh All
    3. Confirm in the pop-up

💡 Refresh all button updates all imported tables in the current spreadsheet at once.

💡 To refresh a single sheet click on the refresh icon on the sheet's configuration.

Example Workflow​

  1. First Import:

    • Select Entries → Year 2024 → Account 12345
    • Click Submit (creates new sheet "Entries 2024")

  2. Later Refresh:

    • Open sidebar in same spreadsheet
    • Click Refresh All to update existing sheets

(Image placeholder: Sidebar screenshot highlighting Refresh All button)