There are two ways data reaches Avarni: you upload it, or it arrives through a channel we set up with you.
Uploading it yourself
The fastest route, and the one that needs nothing arranged.
Go to Imported Data and select Import. Choose Spreadsheet for Excel or CSV, or PDFs and Images for bills.
Limits are 10 MB per file and 200 files in one go.
A shared folder
If you would rather drop files somewhere than upload them, we can set up a shared folder. You put files in, and we take it from there.
SharePoint is the usual choice. Talk to your Avarni lead about what suits your organisation.
This is arranged with us rather than set up by you.
A direct feed from your systems
Where you can export on a schedule, we can collect from a cloud storage location your systems write to. This suits organisations with a finance or operations system that can drop a file automatically.
Again, arranged with us. We will need a conversation with whoever runs the system.
Which to choose
Situation | Route |
Getting started | Upload it yourself |
A handful of files each month | Upload it yourself |
Invoices arriving continuously from several sites | A shared folder |
Your system can export on a schedule | A direct feed |
One person forwards bills each month | A shared folder they can drop into |
Name a person per source
This matters more than the channel.
For each data source, name the person who provides it. Implementations stall most often because nobody owns a particular source, rather than because a file was hard to send.
Your Avarni lead will ask for this at kickoff.
What happens once data arrives
Nothing happens automatically. Files in a shared folder or a feed are processed into your organisation, and you review them the same way as an upload.