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Link a Dossier to an Accounting System or Import an Audit File

In this step, the company's basic and financial data is added to the Dossier.

Factview always processes data per financial year. In most cases, this is a calendar year, but it can also be a non-calendar financial year. In that case, the Dossier's basic settings must be configured before importing data.

Ways to Import Data​

Factview provides several methods for importing financial data.

Connect to an Accounting System​

Factview supports import connectors for various accounting systems, including:

  • Exact Online

  • Exact Globe

  • Kluwer / Twinfield

  • SnelStart

  • Multivers / UNIT4 / Boekhoudgemak

  • e-Boekhouden

  • And others

Create a Connection​

  • In the Main Menu, go to Connect Administration.

  • Select the connector for your accounting system.

  • Sign in using the credentials you have received.

  • Follow the on-screen instructions to complete the connection.

For more detailed instructions for each accounting system, see Import Data.

Import an Audit File​

An audit file is an XML file with the .XAF or .xaf extension.

Supported audit file versions include:

  • XML Auditfile CLAIR Version 2.0

  • 3.0

  • 3.1

  • 3.2

Import an Audit File​

  • In the Main Menu, go to Connect Administration / Import.

  • Navigate to Data → Connect and Import → Import Files.

  • Add the audit file by dragging it into the upload area or selecting a file.

  • Click Activate to link the audit file to a Dataset.

  • Then click Import.

After the import is complete, the financial data will be available in the Dossier.

You can now continue with Step 3 - Map General Ledger Accounts.

Video (Factview Version 3 NL)​

Still using Factview Version 3?

The video below demonstrates how to import an audit file using the Files screen in the Main Menu.