Question - manual feeds into Account Reviews

Forum - Software
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1

I need to do manual account reviews for applications where eramba ‘Feeds’ cannot be setup. Is there a way (This should really be an option in the AR module) to create an account review manually, attaching the file/screenshot of the accounts needing reviewed and then assigning to the business owner.

The only way I can see doing this is by creating an internal control at the moment, which sucks and kinda defeats the purpose of the module.

2

If you insist on the account review module, you’ve got to do some form of feed for it -

  1. If you have access to ftp a file to the server, you can create the file and drop it into the feeds directory prior to the scheduled review (I find this to be unlikely, but just in case).
  2. You can use the API to push a file - this gets a bit more complicated, but you’d basically need Postman (or, if you’re more a wizard than I, probably just Curl) and hit the API to push the file as needed from your local machine.
3

I too would love a way to upload a file containing the accounts via the web interface. I have no convenient way to configure the feeds via FTP/API at this time.

5

this wont happen, engage with your IT teams they will for sure be able to feed a file into a server using rest.

6

Out of curiosity, is this an integration that would be worth paying for? Basically a small scale SaaS that can integrate with either your applications and/or accept text files that can pipe them into your eramba instance via the api?

7

we use make.com to pull accounts from github, zendesk and some other known tools. they have built in integrations for them … then make.com allows you to make a “data transformation” into a CSV and then you make a rest call to eramba…the screenshot shown below comes from make.com

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