BS&A Data Onboarding Instructions

• This article is intended for: Admins
• Use this article for: exporting an account inquiry report to provide to the Data Onboarding team. 
• After reading this article, you should be able to: Export data from BS& A with the required fields/columns to supply the Data Onboarding team with the needed data for the onboarding process.

ClearGov and BS&A have partnered to make your ClearGov setup process as easy as possible. BS&A clients have a ClearGov Export function that automatically pulls in the required fields into your onboarding files. 

Note: Some BS&A clients may have different system functionalities. If these instructions do not apply to your system, Senior Data Advisors can collaborate with the client to identify an alternative report that meets their needs.

Instructions for BS&A Clients

1. From within General Ledger.NET: Go to File > Export > ClearGov Export.

2. Browse for the Folder where you would like to save the export file(s).
3. Select the OK button to start the export process.

4. The following four files will be exported to the folder that you selected:
   • Balances
   • Budget Information
   • Chart of Accounts
   • Transactions

The BS&A platform will automatically export all of the data/files needed to get started with ClearGov and provide ongoing updates.

Note: Reports exported from BS&A will contain all years of budget and actual data. Collaborate with your Senior Data Advisor to specify which fiscal years should be included in your ClearGov data onboarding.