Biller ImportCommon

How to - Do an Import - Common Settings

1. 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

2. Save the file from the other system as a tab separated text file
3. Give the file a name
   1. 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

   2. Copy to a folder on your local computer

      • Contact Servicedesk to change system settings to import by browsing

4. Open the appropriate import type in the Reports & Integrations view
5. Enter the name of the import file in the file name or choose file from your local computer
6. Enter the imports specific settings, specified below
7. 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

   • Note: Have in mind that a larger file can take longer to validate due to the capacity on the server!

8. Select data mappings

   • Only selectable if data mappings have been created
   • Read more about how to create data mappings

9. 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 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