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DevelopersAPI guides

Map trading partners to a lead cash collector

If you have the Finance App configured for you, it is possible for admin users to map your trading partners to a lead cash collector. The admin user will need to click on Config at the top of the page and then on Structure in the drop-down menu.

Clicking on the Finance tab will take you to a page displaying a list of your trading partners and the current lead cash collector mapped to each trading partner, if any (as shown below).

finance.png

You will notice the following buttons are available to you:

  • Download mappings · Click this to generate a csv file of the on-screen list. This can also be used to provide a template for the upload functionality.
  • Upload mappings · Click this to upload a populated csv file containing the updated cash collector mappings.

Please note — the upload will only succeed if the following conditions are met:

  • A row is included for every trading partner in the system;
  • A lead cash collector is included for every trading partner row;
  • Each lead cash collector corresponds to a valid user in the system.
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