Manage Data Exchange

The data exchange service provides the ability to import and/or update project financial information from other sources or systems.

To exchange data

1. On the left icon bar, click the Administration icon .
   The Administration page is displayed.

2. Scroll down the Administration page and under Other, click Data Exchange.
   The Data Exchange page is displayed.

3. Click New.
   The New Data Exchange Job dialog box is displayed.

4. Click Upload XML from computer then select the file required to be exchanged.
5. Click Upload and Create Job.

Note: Once the file is uploaded, you are redirected to the Data Exchange page.