Biller AutoImport - Revision history

Sofial: Marked this version for translation

2023-02-13T13:37:23Z

Marked this version for translation

← Older revision		Revision as of 13:37, 13 February 2023
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	<translate>		<translate>
	== Automatic Imports ==		== Automatic Imports == <!--T:1-->

			<!--T:2-->
	Imports that are done regularly each month can be scheduled to be handled automatically. In the ''Automatic imports'' view, you make the settings for the scheduled imports.		Imports that are done regularly each month can be scheduled to be handled automatically. In the ''Automatic imports'' view, you make the settings for the scheduled imports.

			<!--T:3-->
	If more than one file is to be imported, create one schedule per file and create separate catalogs to place the files in.		If more than one file is to be imported, create one schedule per file and create separate catalogs to place the files in.

			<!--T:4-->
	You can schedule a test run of the import a couple of days before the real run of the import. You will then get an email with information on the test run, to be able to correct any errors before the real run of the import. When the import is done, the file will be moved to a sub catalog.		You can schedule a test run of the import a couple of days before the real run of the import. You will then get an email with information on the test run, to be able to correct any errors before the real run of the import. When the import is done, the file will be moved to a sub catalog.

			<!--T:5-->
	If there are any errors during a run of the import, an alarm will be sent via email (if configured), and the alarm is also shown in the Pro 9 interface. You can also choose to get a PDF report showing the import result sent to you via email.		If there are any errors during a run of the import, an alarm will be sent via email (if configured), and the alarm is also shown in the Pro 9 interface. You can also choose to get a PDF report showing the import result sent to you via email.

	=== How to - Schedule an Import ===		=== How to - Schedule an Import === <!--T:6-->

			<!--T:7-->
	To be able to schedule an import you have to perform the following actions:		To be able to schedule an import you have to perform the following actions:

			<!--T:8-->
	# Open the specific import you want to schedule		# Open the specific import you want to schedule
	# Click '''Schedule this import''' in the '''Links''' menu [[Image:Icon Links Black.png]]		# Click '''Schedule this import''' in the '''Links''' menu [[Image:Icon Links Black.png]]
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	# Click '''add''' to save the scheduling of the import		# Click '''add''' to save the scheduling of the import

			<!--T:9-->
	'''Note''': It is possible to run the same import simultaneous and import more the one file at the time		'''Note''': It is possible to run the same import simultaneous and import more the one file at the time

	=== How to - Edit an Existing Scheduled Import ===		=== How to - Edit an Existing Scheduled Import === <!--T:10-->

			<!--T:11-->
	At the bottom of the [[{{Link}}Biller Import\|import view]], the option '''automatic imports''' is shown		At the bottom of the [[{{Link}}Biller Import\|import view]], the option '''automatic imports''' is shown

			<!--T:12-->
	# If needed, click expand [[Image:Icon Expand.png]] next to '''automatic imports''' to show this section		# If needed, click expand [[Image:Icon Expand.png]] next to '''automatic imports''' to show this section
	#:* A list of the existing scheduled imports is shown		#:* A list of the existing scheduled imports is shown

Toptiuser at 19:12, 13 January 2023

2023-01-13T19:12:52Z

← Older revision		Revision as of 19:12, 13 January 2023
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	If there are any errors during a run of the import, an alarm will be sent via email (if configured), and the alarm is also shown in the Pro 9 interface. You can also choose to get a PDF report showing the import result sent to you via email.		If there are any errors during a run of the import, an alarm will be sent via email (if configured), and the alarm is also shown in the Pro 9 interface. You can also choose to get a PDF report showing the import result sent to you via email.


	=== How to - Schedule an Import ===		=== How to - Schedule an Import ===
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	# Select if the import should apply to the previous or the current [[{{Link}}Period\|period]] in the '''period''' field		# Select if the import should apply to the previous or the current [[{{Link}}Period\|period]] in the '''period''' field
	# Click '''add''' to save the scheduling of the import		# Click '''add''' to save the scheduling of the import


	'''Note''': It is possible to run the same import simultaneous and import more the one file at the time		'''Note''': It is possible to run the same import simultaneous and import more the one file at the time


	=== How to - Edit an Existing Scheduled Import ===		=== How to - Edit an Existing Scheduled Import ===

Toptiuser: Created page with " == Automatic Imports == Imports that are done regularly each month can be scheduled to be handled automatically. In the ''Automatic imports'' view, you make the settings for the scheduled imports. If more than one file is to be imported, create one schedule per file and create separate catalogs to place the files in. You can schedule a test run of the import a couple of days before the real run of the import. You will then get an email with information on..."

2023-01-13T17:43:18Z

Created page with "<translate> == Automatic Imports == Imports that are done regularly each month can be scheduled to be handled automatically. In the ''Automatic imports'' view, you make the settings for the scheduled imports. If more than one file is to be imported, create one schedule per file and create separate catalogs to place the files in. You can schedule a test run of the import a couple of days before the real run of the import. You will then get an email with information on..."

New page

<translate>
== Automatic Imports ==

Imports that are done regularly each month can be scheduled to be handled automatically. In the ''Automatic imports'' view, you make the settings for the scheduled imports.

If more than one file is to be imported, create one schedule per file and create separate catalogs to place the files in.

You can schedule a test run of the import a couple of days before the real run of the import. You will then get an email with information on the test run, to be able to correct any errors before the real run of the import. When the import is done, the file will be moved to a sub catalog.

If there are any errors during a run of the import, an alarm will be sent via email (if configured), and the alarm is also shown in the Pro 9 interface. You can also choose to get a PDF report showing the import result sent to you via email.

=== How to - Schedule an Import ===

To be able to schedule an import you have to perform the following actions:

# Open the specific import you want to schedule
# Click '''Schedule this import''' in the '''Links''' menu [[Image:Icon Links Black.png]]
# Enter a '''name''' for the scheduling of the import
# Enter a '''path''' to the location where the file is
# Enter the '''file mask'''
#:* E.g. if you know that the name of the file to be imported always ends with "invoice.txt" you can enter ''*invoice.txt''
#:* '''Note:''' It's important that there are no other files with the same file name ending in the same folder
# Enter if the import only should be run as a test by checking '''try'''
# Define that the import should be scheduled by ensuring that the '''schedule''' box is checked
# Define according to which [[{{Link}}Time Zone|time zone]] the scheduling should be handled
# Define the day of the month the import should run in the '''monthly''' field
# Define what time of the day the import should run in the '''start at''' field
# Select if a report should be sent out via email when the import is done by checking '''send report'''
# Enter what email addresses to send the report to in the '''address''' field
#:* If the report is to be sent to more than one email address, enter them separated by semicolons
# Select if the import should apply to the previous or the current [[{{Link}}Period|period]] in the '''period''' field
# Click '''add''' to save the scheduling of the import

'''Note''': It is possible to run the same import simultaneous and import more the one file at the time

=== How to - Edit an Existing Scheduled Import ===

At the bottom of the [[{{Link}}Biller Import|import view]], the option '''automatic imports''' is shown

# If needed, click expand [[Image:Icon Expand.png]] next to '''automatic imports''' to show this section
#:* A list of the existing scheduled imports is shown
# Select what scheduled import you want to see the settings for and click '''settings for import''' [[Image:Icon Edit.png]]
#:* The settings are shown
# Edit the fields that need editing and then click '''save settings'''

</translate>

[[Category:F01{{Langcat|Biller AutoImport}}]]