Biller ImportCommon/en - Revision history

FuzzyBot: Updating to match new version of source page

2024-02-01T12:05:18Z

Updating to match new version of source page

← Older revision		Revision as of 12:05, 1 February 2024
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	#:* '''Yes (stop on validation error)''' - select if you want the import to stop on validation error		#:* '''Yes (stop on validation error)''' - select if you want the import to stop on validation error
	#:* '''Yes (continue on validation error)''' - select if you want the import to show validation error after the import is done		#:* '''Yes (continue on validation error)''' - select if you want the import to show validation error after the import is done
			#::* '''Note:''' Have in mind that a larger file can take longer to validate due to the capacity on the server!
	# Select '''data mappings'''		# Select '''data mappings'''
	#:* Only selectable if data mappings have been created		#:* Only selectable if data mappings have been created

FuzzyBot: Updating to match new version of source page

2023-06-22T12:58:37Z

Updating to match new version of source page

← Older revision		Revision as of 12:58, 22 June 2023
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	##:* The '''directory''' is the name of the shared directory where the import file will be placed - e.g. ''\\server1\import''		##:* The '''directory''' is the name of the shared directory where the import file will be placed - e.g. ''\\server1\import''
	## Copy to a folder on your local computer		## Copy to a folder on your local computer
	##:* Contact [mailto:~~supportNE~~@enghouse.com Servicedesk] to change system settings to ''import by browsing''		##:* Contact [mailto:em@enghouse.com Servicedesk] to change system settings to ''import by browsing''
	# Open the appropriate import type in the [[{{Link}}Biller Import\|Reports & Integrations view]]		# Open the appropriate import type in the [[{{Link}}Biller Import\|Reports & Integrations view]]
	# Enter the name of the import file in the '''file name''' or '''choose file''' from your local computer		# Enter the name of the import file in the '''file name''' or '''choose file''' from your local computer

Toptiuser: Created page with " === How to - Do an Import - Common Settings === # Compare and adjust the file to the file format definition for the specific import type #:* You can find the file format definitions for most imports by opening the '''file definition''' section at the bottom of the import page #:* Fields marked as '''mandatory ()''' must be filled in #: Ensure that there are no empty rows at the end of the file # Save the file from the other system as a tab separated tex..."

2023-01-16T13:37:47Z

Created page with "<onlyinclude> === How to - Do an Import - Common Settings === # Compare and adjust the file to the file format definition for the specific import type #:* You can find the file format definitions for most imports by opening the '''file definition''' section at the bottom of the import page #:* Fields marked as '''mandatory (*)''' must be filled in #:* Ensure that there are no empty rows at the end of the file # Save the file from the other system as a tab separated tex..."

New page

<onlyinclude>

=== How to - Do an Import - Common Settings ===

# Compare and adjust the file to the file format definition for the specific import type
#:* You can find the file format definitions for most imports by opening the '''file definition''' section at the bottom of the import page
#:* Fields marked as '''mandatory (*)''' must be filled in
#:* Ensure that there are no empty rows at the end of the file
# Save the file from the other system as a tab separated text file
# Give the file a name
## Copy it to a shared directory on the server - enter ''\\server name\directory''
##:* The '''server name''' is the name of the server where Pro 9 is installed
##:* The '''directory''' is the name of the shared directory where the import file will be placed - e.g. ''\\server1\import''
## Copy to a folder on your local computer
##:* Contact [mailto:supportNE@enghouse.com Servicedesk] to change system settings to ''import by browsing''
# Open the appropriate import type in the [[{{Link}}Biller Import|Reports & Integrations view]]
# Enter the name of the import file in the '''file name''' or '''choose file''' from your local computer
# Enter the imports specific settings, specified below
# Select to '''validate''' during the import; the validation check for the correct number of column, that the data type of each column matches the data in the row and that the max length of each column isn't exceeded
#:* '''No''' - select if you don´t want to use the validate function or if the file definition is missing
#::* '''Note:''' If file definition is missing the validation function have no impact
#:* '''Yes (stop on validation error)''' - select if you want the import to stop on validation error
#:* '''Yes (continue on validation error)''' - select if you want the import to show validation error after the import is done
# Select '''data mappings'''
#:* Only selectable if data mappings have been created
#:* Read more about [[{{Link}}Biller_ImportDataMapping|how to create data mappings]]
# Check the '''show when ready''' box to show the import report in the open view when ready
#:* If you leave the view or click show once again the import report will be available in the activity panel
#:* Read more about [[{{Link}}ActivityPanel|how to handle the activity panel]]

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

</onlyinclude>

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