Manage import scenarios (SM206025)

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You use this window to create an import scenario. You can perform data import as a one-time activity or periodically if you have configured synchronisation between Visma.net ERP and the third-party software.

An import scenario is created for a specific provider.
You can create and view providers for import by using the Data providers (SM206015) window.

Generally, a scenario includes the mapping between the data in the external data source and the data in Visma.net ERP, as well as any restrictions on the source and target data.

Button Description
View screen Navigates to the window selected in the Screen name field.

In this area, you can create a new import scenario or select an existing one for editing.

Element Description
Name The name of the scenario, which may be an alphanumeric string of up to 50 characters.
Active A check box that indicates (if selected) that this scenario is active and can be used for data import.
Screen name

The name of the Visma.net ERP window whose functionality will be used to perform data import.

You can select the screen name by finding its workspace, finding its section, and selecting the applicable form.
Provider The data provider that should be used for data import.
Provider object The object of the specified data provider. Only active provider objects are available for selection.
Sync type The type of synchronisation for the import scenario, which can be one of the following options:
  • Full:
    Select this option to perform import of all the data available in the source.
  • Incremental - all records:
    Select this option to perform partial import, including only the data in each record that has changed in the source.
  • Incremental - new only:
    Select this option to perform partial import, including only records that have appeared in the source since the previous import took place.

If the data is imported from a file data source, the Incremental - all records and Incremental - new only options provide the same result: Selecting either of these options makes the system import the data only if a new version of the source file is provided before import.
Format locale The locale used in the source field to format date, time, and other locale-specific information.
Inverse mapping ID The scenario that can be used for export of the same data if data synchronisation between Visma.net ERP and the third-party software is configured.

You use this tab to map the data from the external source to the fields of the specified data entry form in Visma.net ERP for automatic import or synchronisation.

Button Description
Insert Inserts a new table row above the selected row.
Unlabelled field with display options

Displays the Visma.net ERP form controls according to the selected option, which is one of the following: Show all commands or Hide service commands.

By default, the Show all commands option is selected, which indicates that all commands (including service commands) are displayed.
Up Moves the selected row up the list.
Down Moves the selected row down the list.
Insert from Makes it possible to insert a part of another scenario; invokes the Choose scenario to insert steps from dialog box.

In this dialog box, you can select another scenario to insert its mapping lines into the scenario currently under modification.
This operation inserts all lines of the selected scenario.
Once the lines are inserted, you can make inactive or delete any lines you don't want to keep.
The dialog box has the following elements:

Element Description
Mapping The scenario whose mapping lines you want to insert.
OK (button) Closes the dialog box and inserts the lines from the selected scenario.
Cancel (button) Closes the dialog box without performing insertion.
Column Description
Active A check box that indicates (if selected) that this step of the scenario is active during data import.
Target object The name of the functional object of the graph the Visma.net ERP window is based on. (The functional object can be the top part, the details area, or any of the tabs or dialog boxes available for the form.)
Field/action name The name of the field or action of the functional object selected in the Target object column. Click the field to display the list of available values.
Commit A check box that indicates (if selected) that when this field is filled in, a commit to the database is required. The check box is automatically selected when it is required by the functionality of the field.
Source field/value An external field (in the source file) whose value should be imported into the specified internal field, or an expression to be executed on import to generate the value for the internal field. Click the icon to select from the list of available fields, or click the icon to open the Formula editor dialog box and create a formula.
Ignore error A check box that indicates (if selected) that the system should ignore errors when the data for this field is imported.

On this tab, you can set up restrictions to filter the data that you want to extract from the source for processing by the import scenario. For example,some customer ID values in the source have CUST prefixes.You canspecify a source restriction that selects the only the records from the source that have the CUST prefix in the customer ID field.

Column Description
Active A check box that indicates (if selected) that the restriction is active.
Brackets The opening bracket or brackets for composing a logical expression with multiple conditions.
Field Name The field whose value the condition will be applied to.
Condition The logical operation to apply to the value of the selected field; in some cases, the operation entails comparing it to the values specified for Value and Value 2.The following options are available:
  • Equals:
    Returns True if the field value is equal to the value specified in the Value field.
  • Does not equal:
    Returns True if the field value is not equal to the value specified in the Value field.
  • Is greater than:
    Returns True if the field value is greater than the value specified in the Value field.
  • Is greater than or equal to:
    ReturnsTrue if the field value is greater than or equal to the value specified in the Value field.
  • Is less than:
    Returns True if the field value is less than the value specified in theValue field.
  • Is less than or equal to:
    ReturnsTrue if the field value is less than or equal to the value specified in the Value field.
  • Is between:
    Returns True if the field value is between the values specified for Value and Value 2.
  • Contains:
    Returns True if the field value (string) contains the value specified in the Value field.
  • Ends with:
    Returns True if the field value ends with the character or string specified in the Value field.
  • Starts with:
    Returns True if the field value begins with the character or string specified in the Value field.
  • Is null:
    Returns True if the field value is null.
  • Is not null:
    Returns True if the field value is not null.
  • Does not contain:
    Returns True if the field value (string) does not contain the value specified in the Value field.
Is relative A check box that indicates (if selected) that the field value represents the number of days with respect to the current business date.
Value The first value of the condition, which will be compared with the value of the selected field.
Most of the conditions require only one value, while Is between requires two values.
Value 2 The second value of the condition, if required by the selected condition.
Brackets The closing bracket or brackets for composing a logical expression with multiple conditions.
Operator The logical operator to be used between the logical conditions enclosed in brackets.

You can use this tab to set up restrictions that are applied to records after they have been processed by the import scenario.

For example: Suppose you have imported customer records to Visma.net ERP and then manually changed the status of some of these records to Inactive,and now you want to update only those imported customer records that have Inactive status.
Because you do not have the status in the source file, you cannot use source restrictions to select needed records.
You can specify a target restriction that makes the system save the results of import for only the records that have Inactive status in Visma.net ERP.

Column Description
Active A check box that indicates (if selected) that the restriction is active.
Brackets The opening bracket or brackets for composing a logical expression with multiple conditions.
Field name The field whose value the condition will be applied to.
Condition

The logical operation to apply to the value of the selected field; in some cases, the operation entails comparing it to the values specified forValue and Value 2.

Typically, the following options are available: Equals, Does not equal, Is greater than, Is greater than or equal to, Is less than, Is less than or equal to, Is between, Contains, Ends with, Starts with, Is null, Is not null.
Is relative A check box that indicates (if selected) that the field value represents the number of days with respect to the current business date.
Value

The first value of the condition, which will be compared with the value of the selected field.

Most of the conditions require only one value, while Is between requires two values.
Value 2 The second value of the condition, if required by the selected condition.
Brackets The closing bracket or brackets for composing a logical expression with multiple conditions.
Operator The logical operator to be used between the logical conditions enclosed in brackets.