Import by scenario (SM206036)

Den här artikeln ger dig information om elementen du ser i det här fönstret i Visma.net ERP, till exempel fält, fältvärden, knappar och kryssrutor.

In this window, you can select an import scenario and prepare and import the data in accordance with the selected scenario.

You create scenarios for import by using the Manage import scenarios (SM206025) window. Alternatively, you can use this form to import data directly from a file, such as an Excel spreadsheet. In this case, upload the file, set up the mapping, and then prepare and import the data.

För mer information, se Simplified scenarios for data import.

Button Description

Gives you the ability to add a new simplified import scenario.

Clicking this button first opens the Select file for import dialog box, where you can select the file whose data you want to import, and then opens the Provide new scenario properties dialog box, where you select the window to be used for data import, name the scenario, and select the data provider type.
Prepare and import Prepares the data and imports it.
Prepare Prepares the data for import.
Import Imports the prepared data.
Upload file version Opens the Upload new revision dialog box that you can use to update an already uploaded file.
Get file Downloads the latest file attached to the selected scenario.
View screen Displays the Visma.net ERP window to which you are importing data with the error occurred during data import.
The button is only available if there was an error during data import.

In this dialog box, you can select the window to be used for importing data, enter the scenario name, and change the data provider.

Element Description
Window name

Required. The Visma.net ERP form to be used for importing data from the uploaded file.

You select the window name by finding its workspace, finding its section, and selecting the applicable form in the site tree.
Scenario name

Required. The name of the new simplified import scenario.

The system generates the name automatically, based on the title of the form you selected in the Window name field.
If required, you can change the name.
Provider type Required. The provider type, which is defined automatically based on the file type.
OK Creates a new simplified scenario for data import and closes the dialog box.
Close Closes the dialog box without creating a new simplified scenario for data import.

In this area, you can select an existing import scenario and view information about the scenario.

Element Description
Name The name of the scenario that should be used for data import.
Window name A read-only element showing the name of the Visma.net ERP window whose functionality will be used to perform import.
Status A read-only element that shows the status of the selected scenario, which is automatically assigned during the processing and can be one of the following options:
  • New:
    Indicates either that this scenario is new and has not been used for data preparation or that the history of processing for this scenario has been rolled back.
  • Prepared:
    Indicates that the data has been prepared in accordance with the scenario.
  • Partially processed:
    Indicates that the data for the scenario has been imported only partially.
  • Processed:
    Indicates that the data for the scenario has been imported completely.
Number of records A read-only element that displays the number of records in the external source.
Simple scenario A read-only check box that, if selected, indicates that the selected scenario is a simplified import scenario.
För mer information, seSimplified scenarios for data import.
Discard previous result

Om du markerar den här kryssrutan to prepare and import data regardless of the status and the results of the previous import.

Generally, you should select this check box if you are scheduling the processing of the selected scenario and you expect errors during the import that do not affect the performance of the scenario.

For example: The system returns an error for a line when it is trying to import a line that has been imported in the previous cycle.
If you select the check box, the system can run the scenario on a schedule, thus importing the new lines.
If you clear the check box, the system won't be able to run the scenario on schedule if the previous processing of the scenario returned errors.

For more information about scheduling, see: About scheduled processing.

On this tab, you can review the data prepared for import and any errors that have occurred.
The actual list displays the processed data, with as many columns as there are internal fields mapped to the external data.

Button Description
Toggle activation Reverses the value in the Active column in the selected line and updates the rest of the lines with this value.
Clear activation till error Clears the check boxes in the Active column for the lines before the line with an error.
If there are no errors, clears all the check boxes in the Active column.
Toggle processing Reverses the value in the Processed column in the selected line and updates the rest of the lines with this value.
Clear error Clears the error messages in the Error column.
Column Description
Number The number of the record in the list of records for import.
Active A check box that indicates (if selected) that the record is active and will be imported.
Processed A check box that indicates (if selected) that the information in the row was processed.
Error The error message, if an error has occurred for this row.

You use this tab, which appears only when you create or open a simplified data import, to map the data from the external source to the fields of the specified data entry window in Visma.net ERP for automatic import.
For more details on simplified import scenarios, see: Simplified scenarios for data import.

Button Description
Refresh from file Refreshes the data schema for an existing provider after you have uploaded a new version of the file.
Column Description
Active A check box that indicates (if selected) that this field or action is active during import.
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 an 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.
Key A check box you select to mark the key fields in the uploaded file.
Target object The name of the functional object of the graph that 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 window.)
Field 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.

You use this tab to view the history of processing for the selected scenario.

A history record is inserted in the table after the import operation is completed.
Therefore, if an application server restarts during processing of an import scenario (for example, if the session was timed out), no history record is inserted in the table.

Button Description
Roll back Clears the history of scenario execution and clears the prepared data.
Clicking Roll back doesn't reverse records that have already been imported.
Column Description
Status date The date when the status of the data had changed as a result of the processing being performed.
Status The status of the data as a result of processing being performed.
Number of records The number of records processed.
Version The version of the uploaded external file.
Description The description of the operation.

On this tab, you can view additional information about the selected scenario.

Element Description
Provider

A read-only box that displays the data provider of the selected import scenario.

To view the details of the provider, click the button to the right of the field to open the Data providers (SM206015) window.
Sync type A read-only box that shows the type of synchronisation for the selected scenario, which can be one of the following options:
  • Full:
    Performs export of all the data in accordance with the scenario.
  • Incremental: all records:
    Performs partial export, including only the data (mentioned in the scenario) that has changed in the Visma.net ERP records.
  • Incremental: new only:
    Performs partial export, including only those records that have appeared in the Visma.net ERP database since the previous export took place.
Prepared on A read-only box displaying the date when the data was prepared or the export was performed.
Completed on A read-only box that shows the date and time when the export was completed.
Element Description
Site map location The location of the scenario on the site map. Select the location if you want to add the scenario to the site map.
Site map title The title of the scenario on the site map. Provide the title if you want to add the scenario to the site map.
Element Description
Break on error

A check box that indicates (if selected) that the processing will be cancelled if an error occurs.

You specify this option for a particular execution of a scenario.
That is, the selected value is discarded after each execution of the scenario or each refresh of the page.

This check box affects the order in which the records are imported.
For example: Suppose that you are importing documents with auto-numbering of documents, and each line of the source contains one document.

If you clear the Break on error check box, all correct documents will be imported first, and then you will review all errors at once and import the corrected records. The order in which the reference numbers are assigned to the imported documents will be different than in the situation if you import documents one by one and stop after each error.

If the order of record processing is not important, you can clear the Break on error check box.
Break on incorrect target

A check box that indicates (if selected) that the system will stop processing records at the first error that occurs for a record that violates the target restrictions.

You specify this option for a particular execution of a scenario.
That is, the selected value is discarded after each execution of the scenario or each refresh of the page.
Validate data (no saving)

A check box you select to validate the selected import scenario.
The scenario processing emulates data import and is cancelled if an error occurs. If you want to save the imported data after successful validation, select the Save if data is valid check box.

You specify this option for a particular execution of a scenario.
That is, the selected value is discarded after each execution of the scenario or each refresh of the page.
Save if data is valid

A check box you select to save the data if the import validation is successful.
Clear the check box if you don't want to save the data after import validation.

This option is available only when you select the Validate data (no saving) check box to switch to import validation mode.

You specify this option for a particular execution of a scenario.
That is, the selected value is discarded after each execution of the scenario or each refresh of the page.
Skip headers

Om du markerar den här kryssrutan to not import the titles of the elements in the window.

You specify this option for a particular execution of a scenario.
That is, the selected value is discarded after each execution of the scenario or each refresh of the page.

Parent topic:
Integration windows - overview