Simplified scenarios for data import

With simplified scenarios, you skip the step of creating the data provider before you create the import scenario.
You compose the mapping directly in the Import by scenario (SM206036) window and then you immediately run the import procedure in the window.

Simplified scenarios are appropriate for one-time import, such as during data migration.
For data migration, you can prepare all data in the source file in the format needed for import and use a straightforward mapping of the source fields to the target fields.
If you need to compose a complex scenario which might involve using custom keys, searching for records, and modifying service commands, you have to use regular import scenarios that you compose by creating the data provider and then defining the mapping in the Manage import scenarios (SM206025) window.

To import data by using a simplified scenario, you have to complete the following steps:

1. Upload the file
   You first upload the file with data that you want to import to the Import by scenario (SM206036) window.
   You can upload an Excel, a CSV, or an XML file. The following criteria should be met for the source files for a simplified scenario:
   • Only the data from the first sheet of an Excel file is imported.
   • A CSV file should use a comma (,) as the delimiter and have US-ASCII encoding. These default parameters are used for data provider creation.
   • An XML file should have US-ASCII encoding and a tree structure. These default parameters are used for data provider creation.
2. Specify the parameters of the import scenario

   Also in the Manage import scenarios (SM206025) window, you specify the Visma Net window to which you want to import data.
   The system suggests the scenario name depending on the selected window, but you can change the name.
   The system automatically detects the type of the data provider based on the extension of the uploaded file.
   When you click Save, the system automatically creates an import scenario (with default parameters and the specified name) and a data provider of the specified type for the simplified import procedure.

3. Configure mapping

   You configure mapping between the fields of the external file and the fields of the Visma Net window on the Mapping tab of the Import by scenario (SM206036) window.
   You should select the source field and the corresponding target object and field.
   You use the same target objects and fields that are used in regular import scenarios that you create in the Manage import scenarios (SM206025) window.
   However, in simplified scenarios, you cannot use service commands and actions.

   You should select the Key check box for the fields that should be used as key fields to distinguish records that belong to different documents.
   You can use as keys only the fields that are mapped to the fields of the summary object.

   You can map the fields of the source file in any order.
   After you have saved the mapping, the system places the fields in the correct order and creates the import scenario mapping.
   The system adds all actions (including <Action: Save>) and service commands to the import scenario automatically.

4. Prepare and import data

   After you have specified the scenario mapping, you can prepare and import data in the same way as you do with regular import scenarios.

Simplified scenarios are not available for editing in the Manage import scenarios (SM206025) window, and you cannot edit the data provider that was automatically created for the simplified import scenario. If the simplified scenario is not working, you should convert the simplified scenario to a regular scenario by clicking Convert to manual scenario in the Import by scenario (SM206036) window.