Create a Sample Actual Cost Integration File

Use this procedure to create a sample actual cost integration file that you will be used to call the Actual Cost Integration process when running the SampleClientAPI files.

Attention: See Integration Wizard — Actual Costs for more information.

To create a sample actual integration file:

1. Log into Cobra.
2. In the Cobra Explorer, click the Integration tab.
3. In the Import group, click Actual Cost.
4. On the Integration Configuration page, select Create a new integration and click Next.
5. On the File Selection page, perform the following actions:
   1. Click the Project field and select "Demo".
   2. Select Actual cost file, navigate to <Cobra Installation Folder>/Samples/Transaction Files, and select “Actuals Transaction File for Demo Month 1 Format 1.csv”
   3. Click Next.
6. On the Field Mapper page, select the Files contains a header row check box.
7. On the Class and Results page, click the Class field, select Actual, and click Next.
8. On the Included Costs page, select Cumulative Costs, clear the Zero unreferenced actual costs check box, and click Next.
9. On the Options page, select all check boxes, and click Next.
10. On the Save and Load page, perform the following actions:
    1. Clear the Load data now? check box.
    2. Select the Save your configuration? check box.
    3. In the Configuration Name field, enter LoadDemoActualsConfig, and click Next.
    Note: If the file already exists, click Yes to overwrite it.
11. Click Next on the succeeding pages to complete the process.