Importing Data - Revision history

Simon Clive at 02:39, 10 January 2013

2013-01-10T02:39:24Z

Simon Clive at 02:37, 10 January 2013

2013-01-10T02:37:11Z

Simon Clive at 06:27, 8 January 2013

2013-01-08T06:27:19Z

Simon Clive at 06:25, 8 January 2013

2013-01-08T06:25:10Z

Simon Clive at 05:09, 8 January 2013

2013-01-08T05:09:16Z

Simon Clive at 04:53, 8 January 2013

2013-01-08T04:53:40Z

Simon Clive at 04:18, 8 January 2013

2013-01-08T04:18:38Z

Dene at 23:57, 8 May 2011

2011-05-08T23:57:59Z

Eliza at 01:21, 3 March 2011

2011-03-03T01:21:13Z

Admin: Created page with " More Detail= Access Levels Customising Lists Customising Main Menu [[Date Range|..."

2011-01-19T05:07:16Z

Created page with "<menu name=myMenu align=center> More Detail= Access Levels Customising Lists Customising Main Menu [[Date Range|..."

New page

@@ Line 23: / Line 23: @@
 == Overview  ==
-ERP allows the import of data from a '''comma separated values text file''' with the file extension'''"csv"'''. The necessary format of a csv file is easiest seen by '''exporting the file''' for the data in question. See [[Export_Data|Export Data ]]
+ERP allows the import of data from a '''comma separated values text file''' with the file extension'''"csv"'''. The necessary format of a csv file is easiest seen by '''exporting the file''' for the data in question. See [[Export Data|Export Data ]]
 It is essential to remember that any change of the Format of the file is likely to stop the data from being imported
 <br>'''How To Import Data'''
-*Format your data in a '''csv File''' as shown in [[Export_Data|Export Data]]
+*Format your data in a '''csv File''' as shown in [[Export Data|Export Data]]
 *'''Save''' the csv file and if editing in Excel close Excel (this is necessary to release the file)
 *In ERP select '''File''' on the '''Top Toolbar''' to the left of screen
 *From the drop down select '''Import''' and then '''Data'''
 *This will load the '''Import Data Mapping List'''
 *Select the '''New''' button to launch the '''Import Data Mapping''' form
 *Type in a '''Name''' for the Import, this is for reference purposes only.
 *Select the '''Import Type''' from the drop down list. This must correspond with the '''Type of Data''' you wish to import '''Eg'''. If you are Importing new products into ERP then the '''Import Type''' is '''Product'''
 *Use the '''Browse''' button to select the '''File Name''' you wish to import
 *Select the '''Refresh''' button to load data into the grid to be '''Mapped''' ready for Importing.
 *If no Data loads then select a different '''Format''' radio button to separate the data and then '''Refresh.'''
 *Using the '''Example from file''' and '''Field Name from file''' as a guide, Select from the drop downs in the '''Map to Field''' column to Map the Data for Import. '''Eg.''' '''Item Name''' could be Mapped to '''Product Name''' in ERP
 *If there is any data that you don't want to import into ERP then leave the '''Map to Field Blank''' for this data column

@@ Line 23: / Line 23: @@
 == Overview  ==
-ERP allows the import of data from a '''comma seperated values''' text file with the file extention '''"csv".''' The necessary format of a csv file is easiest seen by expoting the file for the data in question. See [[Export Data]] <br>
+ERP allows the import of data from a '''comma separated values text file''' with the file extension'''"csv"'''. The necessary format of a csv file is easiest seen by '''exporting the file''' for the data in question. See [[Export_Data|Export Data ]]
-It is essential to remember that any change of the '''Format''' of the file is likely to stop the data from being imported
+It is essential to remember that any change of the Format of the file is likely to stop the data from being imported
-'''How To Import Data'''
+<br>'''How To Import Data'''
-*Format your data in a '''csv File '''as shown in [[Export Data|Export Data]]
+*Format your data in a '''csv File''' as shown in [[Export_Data|Export Data]]
-*Save the'''csv file''' and if editing in Excel '''close Excel''' (this is necessary to release the file)
+*'''Save''' the csv file and if editing in Excel close Excel (this is necessary to release the file)
-*In ERP select '''File''' on the '''Top Toolbar''' to the left of screen <br>
+*In ERP select '''File''' on the '''Top Toolbar''' to the left of screen
-*From the drop down select '''Import''' and then '''Data '''<br>
+*From the drop down select '''Import''' and then '''Data'''
-*This will load the '''Import Data Mapping List '''<br>
+*This will load the '''Import Data Mapping List'''
-*Select the '''New''' button to launch the '''Import Data Mapping''' form<br>
+*Select the '''New''' button to launch the '''Import Data Mapping''' form
-*Type in a '''Name''' for the Import, this is for reference purposes only <br>
+*Type in a '''Name''' for the Import, this is for reference purposes only.
-*Select the '''Import Type''' from the drop down list. This must correspond with the '''Type of Data''' you wish to import '''EG.''' If you are Importing new products into ERP&nbsp;then the '''Import Type '''is'''Product'''<br>
+*Select the '''Import Type''' from the drop down list. This must correspond with the '''Type of Data''' you wish to import '''Eg'''. If you are Importing new products into ERP then the '''Import Type''' is '''Product'''
 *Use the '''Browse''' button to select the '''File Name''' you wish to import
-*Select the '''Refresh''' button to load data into the grid ready to be '''Mapped ready for Importing.'''
+*Select the '''Refresh''' button to load data into the grid to be '''Mapped''' ready for Importing.
-*If no Data loads then select a diferent '''Format radio button'''&nbsp; to seperate the data and then '''Refresh.'''
+*If no Data loads then select a different '''Format''' radio button to separate the data and then '''Refresh.'''
-*Using the '''Example from file''' and '''Field Name from file''' as a guide, Select from the drop downs in the '''Map to Field''' column to Map the Data for Import. '''EG.''' '''Item Name''' could be Mapped to '''Product Name''' in ERP&nbsp;
+*Using the '''Example from file''' and '''Field Name from file''' as a guide, Select from the drop downs in the '''Map to Field''' column to Map the Data for Import. '''Eg.''' '''Item Name''' could be Mapped to '''Product Name''' in ERP
-*If there is any data that you dont want to import into ERP then leave the '''Map to Field Blank''' for this data column
+*If there is any data that you don't want to import into ERP then leave the '''Map to Field Blank''' for this data column
-*When all of the data is ready for Import select the '''Test Import''' button to check the data is correctly '''Formated''' and '''Mapped '''for import into ERP.
+*When all of the data is ready for Import select the '''Test Import''' button to check the data is correctly Formatted and Mapped for import into ERP, If not a '''Pop Up''' will alert you of any issues that are blocking the Import.&nbsp;
-*If not a '''Pop Up''' will alert you of any issues that are '''blocking the Import.'''&nbsp;
-<br>
+<br><br>
-−
-'''NB.''' Excel by default changes long numbers such as barcodes into scientific notation, it drops leading zeros in a number making phone numbers incorrect and your barcodes unusable.
-−
-Please always use the following steps to open ERP data files.
-−
-*'''Open''' Excel/Open Office first.
-*In Excel go to '''File-Open''' and find the folder you have saved the ERP data file to
-*Change the file type to '''all files''' this is required because ERP uses the file extension, ''''csv'''')
-*Double click on the ERP data file to launch the '''Text Import Wizard.'''
-−
-*Select'''Next '''
-*'''All Columns''' within the Data Preview need to be '''highlighted'''. The process to do this is move the '''scroll bar''' all the way to the right, hold down the '''shift key''' then with the mouse '''left click''' in the last column.
-*When all columns within the data preview have been selected, select '''Text''' from the '''Column Data Format''' and then select '''Finish'''.
-*This will ensure your data has not been '''re-formatted''' and will be ready for import
-−
 <br>
-−
-Do be aware that to generate a data file to import into ERP requires specific fields to be populated. If the generation of these files are required, please contact a ERP representative or your ERP support personnel.

@@ Line 45: / Line 45: @@
 *If not a '''Pop Up''' will alert you of any issues that are '''blocking the Import.'''&nbsp;
+<br>
 '''NB.''' Excel by default changes long numbers such as barcodes into scientific notation, it drops leading zeros in a number making phone numbers incorrect and your barcodes unusable.
@@ Line 56: / Line 56: @@
 *Double click on the ERP data file to launch the '''Text Import Wizard.'''
 *Select'''Next '''
 *'''All Columns''' within the Data Preview need to be '''highlighted'''. The process to do this is move the '''scroll bar''' all the way to the right, hold down the '''shift key''' then with the mouse '''left click''' in the last column.
 *When all columns within the data preview have been selected, select '''Text''' from the '''Column Data Format''' and then select '''Finish'''.
 *This will ensure your data has not been '''re-formatted''' and will be ready for import
-−
 Do be aware that to generate a data file to import into ERP requires specific fields to be populated. If the generation of these files are required, please contact a ERP representative or your ERP support personnel.

@@ Line 45: / Line 45: @@
 *If not a '''Pop Up''' will alert you of any issues that are '''blocking the Import.'''&nbsp;
-ERP Software data files are to be opened using the following steps. The theory behind this procedure is Excel default settings when opening a document. The following can and will occur if you do not follow the below steps - control characters such as a comma (,) apostrophe (‘) and quotation marks (“) tell excel to perform specific functions such as move all information after the comma 1 cell to the left and add information after a quotation mark is to be attached to the information in this cell. This will cause incorrect information to be entered into the wrong fields when you import the file into ERP. Also, Excel by default changes long numbers such as barcodes into scientific notation. Excel will also drop leading zeros in a number making phone numbers incorrect and your barcodes unusable. Please always use the following steps to open ERP data files.
+'''NB.''' Excel by default changes long numbers such as barcodes into scientific notation, it drops leading zeros in a number making phone numbers incorrect and your barcodes unusable.
-Opening an ERP data File
+Please always use the following steps to open ERP data files.
-(Open Excel/Open Office first.
+*'''Open''' Excel/Open Office first.
-*In Excel go to File-Open and find the folder you have saved the ERP data file to
+*Select'''Next '''
-*Change the file type to all files (this is required because ERP has it’s own file extension, ‘*.pdi’)
+*'''All Columns''' within the Data Preview need to be '''highlighted'''. The process to do this is move the '''scroll bar''' all the way to the right, hold down the '''shift key''' then with the mouse '''left click''' in the last column.
-*Double click on the ERP data file.
+*When all columns within the data preview have been selected, select '''Text''' from the '''Column Data Format''' and then select '''Finish'''.
-*This opens in Excel the Text Import Wizard.
+*This will ensure your data has not been '''re-formatted''' and will be ready for import
-Do be aware that to generate a data file to import into ERP requires specific field to be populated. If the generation of these files are required, please contact a ERP representative or your ERP support personnel.
+Do be aware that to generate a data file to import into ERP requires specific fields to be populated. If the generation of these files are required, please contact a ERP representative or your ERP support personnel.

@@ Line 23: / Line 23: @@
 == Overview  ==
 ERP allows the import of data from a '''comma seperated values''' text file with the file extention '''"csv".''' The necessary format of a csv file is easiest seen by expoting the file for the data in question. See [[Export Data]] <br>
 It is essential to remember that any change of the '''Format''' of the file is likely to stop the data from being imported
@@ Line 29: / Line 29: @@
 '''How To Import Data'''
-*Format your data in a '''csv''''''file''' as shown in [[Export Data|Export Data]]
+*Format your data in a '''csv File '''as shown in [[Export Data|Export Data]]
 *Save the'''csv file''' and if editing in Excel '''close Excel''' (this is necessary to release the file)
 *In ERP select '''File''' on the '''Top Toolbar''' to the left of screen <br>
 *From the drop down select '''Import''' and then '''Data '''<br>
 *This will load the '''Import Data Mapping List '''<br>
 *Select the '''New''' button to launch the '''Import Data Mapping''' form<br>
 *Type in a '''Name''' for the Import, this is for reference purposes only <br>
 *Select the '''Import Type''' from the drop down list. This must correspond with the '''Type of Data''' you wish to import '''EG.''' If you are Importing new products into ERP&nbsp;then the '''Import Type '''is'''Product'''<br>
 *Use the '''Browse''' button to select the '''File Name''' you wish to import
 *Select the '''Refresh''' button to load data into the grid ready to be '''Mapped ready for Importing.'''
 *If no Data loads then select a diferent '''Format radio button'''&nbsp; to seperate the data and then '''Refresh.'''
 *Using the '''Example from file''' and '''Field Name from file''' as a guide, Select from the drop downs in the '''Map to Field''' column to Map the Data for Import. '''EG.''' '''Item Name''' could be Mapped to '''Product Name''' in ERP&nbsp;
 *If there is any data that you dont want to import into ERP then leave the '''Map to Field Blank''' for this data column
 *When all of the data is ready for Import select the '''Test Import''' button to check the data is correctly '''Formated''' and '''Mapped '''for import into ERP.
 *If not a '''Pop Up''' will alert you of any issues that are '''blocking the Import.'''&nbsp;
-−
-−
 ERP Software data files are to be opened using the following steps. The theory behind this procedure is Excel default settings when opening a document. The following can and will occur if you do not follow the below steps - control characters such as a comma (,) apostrophe (‘) and quotation marks (“) tell excel to perform specific functions such as move all information after the comma 1 cell to the left and add information after a quotation mark is to be attached to the information in this cell. This will cause incorrect information to be entered into the wrong fields when you import the file into ERP. Also, Excel by default changes long numbers such as barcodes into scientific notation. Excel will also drop leading zeros in a number making phone numbers incorrect and your barcodes unusable. Please always use the following steps to open ERP data files.

@@ Line 23: / Line 23: @@
 == Overview  ==
-ERP allows the import of data from a tab delimited text file with the file extention ".pdi". The necessary format of a .pdi file is easiest seen by expoting the file for the data in question. See [[Export Data]] It is essential to remember that any change of the format of the file is likely to stop the data from being imported
+ERP allows the import of data from a '''comma seperated values''' text file with the file extention '''"csv".''' The necessary format of a csv file is easiest seen by expoting the file for the data in question. See [[Export Data]] It is essential to remember that any change of the format of the file is likely to stop the data from being imported
 '''How To Import Data'''
-*Format your data in a .pdi file as shown in Export Data&lt;LinkId=247&gt;
+*Format your data in a '''csv''' file as shown in [[Export_Data|Export Data]]
 *Save the .pdi file and if editing in Excel close Excel (this is necessary to release the file
 *In ERP Software select FILE in the top left corner of the screen

← Older revision		Revision as of 01:21, 3 March 2011
Line 20:		Line 20:
	</menu>		</menu>
	== Overview ==		== Overview ==
		+
		+	ERP allows the import of data from a tab delimited text file with the file extention ".pdi". The necessary format of
		+	a .pdi file is easiest seen by expoting the file for the data in question. See [[Export Data]] It is essential to remember
		+	that any change of the format of the file is likely to stop the data from being imported
		+
		+	'''How To Import Data'''
		+
		+	*Format your data in a .pdi file as shown in Export Data<LinkId=247>
		+	*Save the .pdi file and if editing in Excel close Excel (this is necessary to release the file
		+	*In ERP Software select FILE in the top left corner of the screen
		+	*Select Import
		+	*Select Data
		+	*Select the Folder Icon from the Import Data screen - this will open a Windows Explorer screen
		+	*Browse to the file to be imported and select Open
		+	*Select Import - If the data is correctly formatted you will see a progress bar as the file is read and again as it is
		+	imported
		+
		+	ERP Software data files are to be opened using the following steps. The theory behind this procedure
		+	is Excel default settings when opening a document. The following can and will occur if you do not
		+	follow the below steps - control characters such as a comma (,) apostrophe (‘) and quotation marks
		+	(“) tell excel to perform specific functions such as move all information after the comma 1 cell to the
		+	left and add information after a quotation mark is to be attached to the information in this cell. This
		+	will cause incorrect information to be entered into the wrong fields when you import the file into ERP.
		+	Also, Excel by default changes long numbers such as barcodes into scientific notation. Excel will also
		+	drop leading zeros in a number making phone numbers incorrect and your barcodes unusable. Please
		+	always use the following steps to open ERP data files.
		+
		+	Opening an ERP data File
		+
		+	(Open Excel/Open Office first.
		+
		+	*In Excel go to File-Open and find the folder you have saved the ERP data file to
		+	Change the file type to all files (this is required because ERP has it’s own file extension, ‘.pdi’)
		+	*Double click on the ERP data file.
		+	*This opens in Excel the Text Import Wizard.
		+
		+	*In Open Office click on the diminished screen button
		+
		+
		+	Select Next
		+	All Columns within the Data Preview need to be highlighted. The process to do this is move the scroll
		+	bar all the way to the right, hold down the shift key then with the mouse, left click in the last column. When
		+	all columns within the data preview have been selected, select “Text” from the ‘Column Data Format’.
		+	Select Finish.
		+
		+	Do be aware that to generate a data file to import into ERP requires specific field to be populated. If the
		+	generation of these files are required, please contact a ERP representative or your ERP support personnel.