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Status Future consideration
Categories Daily Log (Daily Report) Importing Excel Templates Unit Price with Billed Quantity
Created by Jenny Pewtherer
Created on Dec 2, 2024

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Pull quantities in from Excel/HCSS

We would like to pull quantities from a third party program or with an Excel import rather than manually updating the daily log.
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  • Jenny Pewtherer
    Reply
    |     Dec 3, 2024

    I spoke to HCSS and they do seem interested in applying for integration.

    HCSS does allow customized exports and I've shared the request with their customizations/API/integrations teams.

    Our exports will contain a unique cost code for each item.

  • Admin
    David Holler
    Reply
    |     Dec 2, 2024

    Jenny:

    I doubt HCSS would consider applying for integration to Sage CM, but you can ask if that is something they would consider.

    If we did consider the option to import from an Excel Import Template, we need a key field that is tracked in HCSS and that SCM would recognize. Does HCSS require a Unique Cost Code Number for every line item on a Unit Price with Billed Quantity Contract SOV? Does HCSS allow for customized export to Excel or CSV?