Difference between revisions of "Importing Data"
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== Overview == | == Overview == | ||
| − | ERP allows the import of data from a '''comma | + | 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 | + | 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 | + | *'''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 | + | *In ERP select '''File''' on the '''Top Toolbar''' to the left of screen |
| − | *From the drop down select '''Import''' and then '''Data ''' | + | *From the drop down select '''Import''' and then '''Data''' |
| − | *This will load the '''Import Data Mapping List ''' | + | *This will load the '''Import Data Mapping List''' |
| − | *Select the '''New''' button to launch the '''Import Data Mapping''' form | + | *Select the '''New''' button to launch the '''Import Data Mapping''' form |
| − | *Type in a '''Name''' for the Import, this is for reference purposes only | + | *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 ''' | + | *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 | *Use the '''Browse''' button to select the '''File Name''' you wish to import | ||
| − | *Select the '''Refresh''' button to load data into the grid | + | *Select the '''Refresh''' button to load data into the grid to be '''Mapped''' ready for Importing. |
| − | *If no Data loads then select a | + | *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. ''' | + | *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 | + | *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 | + | *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. |
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Latest revision as of 13:39, 10 January 2013
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
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 csv File as shown in 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
- 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.
