EditEfficio (XP)
In order to transfer data to Efficio, you will leverage several features in TrafficXP to do so. This can essentially summed up as running three different reports and exporting these to Microsoft Excel formatted files. It is extremely important to remember to "flatten" these reports by having no columns "grouped" (all column headers on the same line).
These exported files will then need to be uploaded into Efficio using Efficio's website interface. Please contact them for further details regarding how to do this.
EditEvery Day
There are a couple of reports that will be run more often (daily?) to keep Efficio up-to-date.
EditAging
The "Aging" export needs to include (in the following order):
- Station
- Sales Person
- Customer
- Applied
- Detail
- Revenue Source
- Revenue Type
- Current
- 31-60
- 61-90
- 91-120
- 120+
- Total
In addition to the above required columns, the report will typically be run for a period of "Today", possibly filtering out any "Trade".
The "Aging" export is based on the
Accounts Receivable Aging report.
EditForecast
The "Forecast" export needs to include (in the following order):
- Station
- Sales Person
- Customer
- Order #
- Revenue Source
- Spot Type
- Primary Conflict
- Columns for the current month and out the next 11 (one year).
- Total
In addition to the above required columns, the report will typically be run for a period of "Today", revenue of "Net" and possibly filtering out any "Trade".
The "Forecast" export is based on the
Revenue Projection Detail report.
{CS One of our clients suggests to use the Spot Type column instead of the Revenue Source; to do so, include the column and then modify the resulting exported Excel spreadsheet accordingly.}
EditEnd Of Month
Efficio apparently will not allow you to transfer data related to billing until "the billing cycle date has passed" (ie. end of month). The export will then contain the information related to billing at this point...
EditBilling History
The "Billing History" export needs to include (in the following order):
- Station
- Sales Person
- Customer
- Agency
- Order #
- Invoice #
- Revenue Source
- P.Conflict
- Net
- End Date
In addition to the above columns, the report will typically be run using a period of "Last Month" and possibly filtering out any "Trade". This report can only be done after the billing date has transpired (a requirement of Efficio).
The "Billing History" export is based on the
Invoice Detail report.