Transactions Upload/Download (XML)

goAML provides the possibility to import complete or partial transactions in XML format.

These files may come from:

• an export from goAML (for example, manually entered transactions)
• an extract in the correct format generated by the reporting entity’s IT system

Even invalid or incomplete transactions can be uploaded.

    1. DOWNLOAD Transactions

To export one transaction in XML format, hover your mouse over the transaction in the left‑hand navigation pane of the report. The download icon will appear. If you hover over the icon, the tooltip Download Transaction (XML) will display. Click on this button in order to download the transaction.

To export all transactions in the report hover the pointer over the Transactions menu item in the left panel — the button Download Transactions (XML) will appear.

In the XML that is downloaded only the fields that were provided in the report are included. Certain mandatory fields (such as the transaction number) are also included, but appear empty if they were not filled in at the time of download.

Everything inside the XML tags follows the structure of the goAML schema. The difference between the XML used for upload/download and the schema is that transactions are wrapped inside the <Transactions> and <Transaction> tags. The schema for transactions is available here: IT Topics.

The following XML example shows how several transactions appear when downloaded.

Structure for 2 transactions:

A downloaded transaction file can be used as‑is for uploading, serving as a template for new transactions.

    2. UPLOAD Transactions

Before importing (uploading) transactions, ensure that the XML syntax is correct: every XML document must contain the root element <transactions>, every opened tag must be properly closed, etc.

The schema to follow for uploading transactions is the same as above and can be found under: IT Topics.

Each transaction must be placed inside a <transaction> tag and follow the structure of the goAML schema. However, a transaction does not need to be valid — the data does not need to be complete or conform to schema constraints such as mandatory, min/max, decimal, etc.

Transactions must then be placed inside the <transactions> and </transactions> tags, as shown in the figure below. It is also possible to upload each transaction in a separate XML file, but even a single transaction must be wrapped inside these tags for the upload to succeed.

Once the file is ready for upload, hover your mouse over the Transactions header in the left navigation panel so that the button Upload Transactions (XML) will appear.

Click Upload and select the file containing the transactions.

The transactions are added to the report as shown below:

All transactions are added to the report exactly as they appear in the file. No processing is performed on the report or the file. For example, if the report already contains a transaction with the same number as one in the file, the result will be two transactions with the same number in the report.

More details can be found here: Account Linking

Note: No automatic account linking is performed during upload.

An example XML file (Text, 2 Kb) is provided.