PS: Import Monitor Interface & Glossary

Context

• Location The Import Monitor is located under the Accounting menu in the Corporate Menu.
• Access Note: Specific views of the monitor are also accessible via the Import PMS and Import POS Daily screens. These default to their specific interface types automatically.

 

Interface Overview

• The Import Monitor reviews data interfaces and imported data within ProfitSage. It features two primary views based on the interface type:
  • Monthly View: Typically used for Accounting data.
  • Daily View: Typically used for PMS, POS, and Labor data (interfaces receiving daily updates).
• The main grid displays the Property Name, Interface Type, Property ID, Last Check-in time, and numeric values representing the data records in the system.

 

Action Menu Glossary

When selecting specific data points (blue hyperlinks) within the monitor, the following menu options appear. Use this table to understand the function of each command.

Option	Definition	Best Use Case
View	Displays the raw imported files for the selected property.	Verifying file naming conventions, file formats, or checking for corrupt/missing files.
Import	Triggers the system to restart the import process for the day from the original source.	When a file is missing or needs to be re-pulled from the source.
Import from File	Allows the user to manually upload a file into the system.	Note: Files must be formatted by the ProfitSword team. This does not work for all interface types.
Update	Restarts the rollup process for the selected data.	Essential when updating IJ mapping or correcting previous mappings.
Update All	Restarts the rollup process for all non-exported days in a period.	Mapping a new hotel or updating a previous mapping with new codes (specifically for IJ Monitor).
Mapping	Navigates directly to the mapping screen for the selected date.	Quickly fixing unmapped items found during review.
Info	Displays command information: last run time, status, and next scheduled run.	Troubleshooting interface delays or status checks.
Refresh	Updates the monitor screen with the latest data.	Viewing results immediately after running manual imports.
Help	Prompts with suggested KB articles.	Finding instructions for file re-transmitting.

Navigation & Click Behaviors

• The Import Monitor uses context-sensitive links (blue text). The menu options change based on which element you click.
• Property ID Link: Opens a menu to Update or Import days for that specific property only.
  • All: Updates/Imports all days in the period.
  • Missing: Updates/Imports only days with no data (current date backward).
• Date Link (Top Header): Opens a menu to Update or Import for all properties for that specific date.
• Data Link (Specific Cell): Opens the Action Menu (View, Import, Update, etc.) defined in the glossary above.

 

Data Validation Types

The Monitor can be filtered to review specific data sets for troubleshooting.

• IJ Balance: Displays Income Journals that need review (balance discrepancies).
• Out of Order: Displays the count of Out of Order rooms (if mapped).
• Labor Records: Indicates if an entire day of labor data is missing or incomplete.
• ProfitPace: Displays records imported for future dates (e.g., Groups on the books).