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 Overview

Use this procedure to define and generate import jobs to import data into the software.

When importing data that can affect multiple files, you must consider the sequence in which to perform the import jobs. Because accounting data must balance across multiple files, incorrect import processes can cause out-of-balance conditions and other problems with the accounting data.

For information about how data files are organized, click the File Layout and Program Information link on the Desktop's Resources page.

Note Customer Relationship Management data files and Customer Relationship Management fields included in Sales Order and Accounts Receivable data files cannot be imported using Visual Integrator.

Note If you are processing credit card or ACH payments through Sage Exchange, the merchant ID entered for credit card and ACH payment types in Payment Type Maintenance cannot be imported. This information must be entered manually for each credit card or ACH payment type. For more information, see Set Up Credit Card Processing.

 Before You Begin

• During the job import process, all information is maintained, including file names and data source names, with the exception of chain information. Chain information cannot be validated and, therefore, must be verified prior to running the job. Error checking is performed to ensure that you have the ODBC Data Source on your current machine and the Data Dictionary file is installed.

• You cannot import a job designed to import information into a task if the module for that task is not installed. For example, you cannot import information into Sales Order Entry if the Sales Order module is not installed.

• Back up all destination data files into which you intend to import data before importing. It is not necessary to back up the source file because the Visual Integrator module does not affect the information stored there.

 

To generate an import job

1. Select Visual Integrator Main menu > Import Job Maintenance.

2. In the Import Job Selection window, enter a job name and table name, and then click Accept. For more information, see Import Job Selection - Fields.

3. On the Import Job Maintenance Configuration tab, in the File Type field, select the type of file from which to import data.  

4. In the Import File field, enter the file from which data will be imported.

5. Click the Data tab. Select data fields to import.

6. Click the Select tab, and select the records from the data file to import.

7. If you are importing data from the Material Requirements Planning or Work Order module, click the Validation tab and select the fields to validate.

Warning Modifying or deleting validation information can compromise the integrity of your accounting system.

8. Click Accept to automatically generate the job.

Note If the appropriate security is set up, you can also generate a job by clicking the Compile button on the Configuration tab.

9. A message appears prompting you to prepare the job to be executed. Click Yes. The generation process takes only a few seconds.

10. When the generation process is completed, an Execute Job dialog box appears. To execute the job immediately, click Yes. To execute the job at a later time, click No. The Import Job window appears.

11. To test the import job, click Test. When you are ready to execute the job, click Accept.

The import job is generated.