Kuali Financial System (KFS) is an open-source, third-party software for Higher Education Accounting Management. The integration between SI and KFS allows customers to export SI projects to Kuali, eliminating double data entry and making it easier to manage projects originally designed in SI.
You will need to know a few things before using this integration.
If you want to use this integration, please email api@d-toolshelp.com requesting access to this particular integration, and we will enable it for you.
You will need to download a custom report provided by D-Tools and run/generate this report to extract project data. You will then need to import the generated report to KFS.
You will need a KFS account to view SI project data in KFS.
Import KFS Report
Do the following to import the custom report for KFS.
1/ In SI, go to Start > Reports, then open Manage Reports.
2/ Download the custom report KFS.dtr.
3/ In the Report Explorer, click on Import > File.
4/ Import the KFS report you downloaded in step 2.
The KFS report is now part of your SI reports.
You can click Export > Server to export this report to the server and share it with other users.
Export Projects
To export the data of an SI project, you will need to run the KFS report for the project, save it as an Excel file, and import the Excel file into KFS.
1/ In SI, go to Project Explorer, select the project whose data you wish to export, click Run Reports in the Reports tab, then click Management.
This will open a window showing all of your Management reports.
2/ Click on the KFS Export node and click Run.
A new window will open up showing the report.
3/ Click the Export to Excel icon in the Report Viewer.
The report is downloaded as an Excel file and will open in Microsoft Excel.
4/ You can now import the Excel file into KFS using the Import feature in KFS.
For additional details on the import process into KFS, please consult your IT or Accounting department, or visit https://kuali.org/about/#intro.
If you have any additional questions, please send an email to api@d-toolshelp.com.