How to use a Rows templates

This scribe will help you understand how to use a Rows template. It is important to understand that templates are simple pre-set excel worksheets that allow users to post and edit data to and from your accounting software.

Scope
21 steps

Where to find the templates

Navigate and login to the Rows website <https://apps.rowsapp.com/>

Click "Templates Library"

Use the filters at the top to filter between Templates of different accounting software.

Click the download button to download the relevant template.

Once the file is downloaded, simply open the template in excel

The tabs in the template

Every Rows template has 2 tabs, the first tab "Notes and Controls" and a second tab with the name of the template were you will be inputting your Data.

The Controls section will offer some insight into the data you have populated in your second tab, this can be used as a great tool to check you work before uploading.

The Notes section will give you a quick overview on how to use the template and that the template can do.

The Notes tab is where we will be inputting and viewing our data.

The template dashboard

In Excel go to the home tab and click "Launch Rows add-in"

Use the single sign on method or input your log in and password to login to the Rows dashboard.

If you have multiple organisation select the organisation you want from the drop down.

Once an organisation is selected a message at the bottom of the screen will appear indicating that Rows is pulling data specific to the organisation, allow a few seconds for the message to disappear.

The first button in the dashboard is the button we will use to post our data

The second button clear all data from the sheet, IT DOES NOT DELETE DATA FROM YOUR ACCOUNTING SOFTWARE.

The third button will allow us to pull data from the accounting software, this is the button we need to use if we are going to edit existing transactions.

Posting new data in bulk

Note that every column corresponds to a field in Xero. Columns with a ***\**** next to them are mandatory and cannot be left empty. Some columns have dropdowns and do not allow manual inputting however you can select an item from the dropdown once and copy and paste to other cells in the column

Once you have input your data, mark the first column as Yes and Rows will know that that row of data needs to be posted to your accounting software.

Once you click the Post button Rows will validate you data and a window will pop up telling you that the data has been posted. Alternatively if you have an error, Rows will show you in which row the error is so you can amend it and try uploading again.

The blue round icons under Service Type are links to you accounting software, if clicked they will take you directly to your data.

Editing existing data

Click to Download transaction button and use the window that pops up to define a range of data if needed.

Once you click OK, Rows will retrieve the data in to the excel sheet.

Simply edit the data as needed, select "Yes" in the first column for the rows you want edited and click Post.

Templates abide to the same rules of Xero as you would when inputting data directly to Xero. For example, Xero will not allow you to amend Invoices that have already been paid, hence you cannot amend paid invoices using Rows.