Create an Excel 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 an Excel file.

Create an Excel data provider

1. Review the data file for which you need to create the data provider to identify the external data schema.
   Open the file and review the available columns. Make sure that you understand how the names of the columns match the contents.
2. Go to the Data providers (SM206015) window.
3. Create a provider with the following settings:
   • Name: The name of the provider, which usually describes the data you will transfer by using this provider, such as Import/Export AR Invoices.
   • Data type: Excel provider (PX.DataSync.ExcelSYProvider

   The list of provider parameters becomes available on the Parameters tab, which contains one parameter: FileName.

4. Click . The system requires that you save the provider before you upload a file.
5. Drag and drop the file to the form, 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.
   The FileName parameter is set to the name of the file that you have uploaded.
6. On the toolbar of the Source objects area of the Schema tab, select the Active check box for the needed object (which corresponds to a spreadsheet) to make the object available in integration scenarios.
7. On the toolbar of the Source fields area, click Fill schema fields.
   The system displays the fields available in the source file in this area.
   Make sure the Active check box is selected for all the columns of the file for which data will be imported or exported.
8. Repeat the previous two steps for all the objects (spreadsheets) and fields (columns) that you want to use for data import and export.
9. Click .

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