Create a CSV data provider

You use the Data providers (SM206015) window to create a data provider that defines the structure of external data for Visma Net during data import or data export.

This procedure describes how to create a data provider that works with the records in a CSV file.

1. Review the file for which you need to create the data provider to identify the needed provider parameters (the delimiter that is used in the file and file encoding) and external data schema.
2. Go to the Data providers (SM206015) window.
3. Create a provider and specify the following settings:
   • Name: The name of the provider. It usually describes the data you will transfer by using this provider, such as Import/Export Customers
   • Data Type: CSV Provider (PX.DataSync.CSVSYProvider)
4. Click . The system requires you to save the provider before you upload the file.
5. Drag and drop the file to the window, and refresh the window in your browser. The file is uploaded to the window.
   As an alternative to this step, to upload the source file to the window, in the title bar, click Files.
   In the Files dialog box that opens, click Browse to locate the source file. Select the file, and click Open.
   In the dialog box, click Upload to upload the file to the website; then close the dialog box.
6. On the Parameters tab, do the following to set the parameters of the data provider:
   • Check that the value of the FileName parameter is correct; it was filled in automatically when you uploaded the file.
   • As the value of the Encoding parameter, specify the encoding of the source file by selecting the proper encoding value from the drop-down list in the Value column of the table.
   • As the value of the Delimiter parameter, specify the delimiter that is used in the CSV file.
7. Open the Schema tab.
   In the Source objects area, select the Active check box for the only available object of the CSV provider to make the object available in integration scenarios.
   If you don't see an object on the Source objects area, click Fill schema objects in the toolbar of the Source objects area.
8. In the toolbar of the Source fields area, click Fill schema fields.
   The system displays the field names available in the file in this area.
   Make sure the Active check box is selected for all the fields of the file for which data will be imported or exported.
9. Click .

You have created a CSV data provider that you can use in an import or export scenario.