Usage > Imports / exports > Imports 

Use this function to convert a structured data file into a format that Sage X3 can use. This function transfers data from the structured file to Sage X3 tables.

This function uses templates to control the data import. The selected template converts the imported data into the right format to populate the details in the matching database table in Sage X3. Each template is defined using the Import/export templates function.

Imported data is translated into the language defined for the folder.

    Prerequisite

    SEEREFERTTO Refer to documentation Implementation

    Screen management

    The Imports function is based upon templates. Use an import template that reflects the features of the Sage X3 database table to be updated.

    Entry screen

    Presentation

    Use this screen to:

    • Define which import template to use
    • Specify the location of the file to be imported

    An import log displays the results of the data import. Where appropriate, it includes information that should be noted or acted upon before the imported data is processed further.

    Close

     

    Fields

    The following fields are present on this tab :

    Block number 1

    Use this field to define which template is to be used to extract data from the structured file into a format that can be used by Sage X3. Each template is defined using the Import/export templates function (Setup > Usage > Imports/exports).

    Imported data is converted into the right format to populate the details in the matching database table in Sage X3.

    • Import/export temporary storage space (field AOWSTA)

    Click this checkbox to move lines that are in an incorrect format to a temporary storage area. This enables rejected data to be corrected and reimported if necessary.

    Location

    • field TYPEXP

    Use this flag to specify the location of the file to be imported.

    • Data file (field VOLFIL)

    Use these elements to control the directory where files are written to or read from (depending on the context of the function).

    • If the Server option is selected, enter or select the volume on the server where the files are to be written to or read from. Available volumes must be set up beforehand by a system administrator.
    • If the Client option is selected, files are downloaded to or read from the client through the web browser. In both cases, you will be prompted to select the export/import directory/file.

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    Batch task

    This function can be run in batch mode. The standard task IMPORT is provided for that purpose.

    You can run this function in batch mode. The standard Import task is provided for that purpose.

    Specific Buttons

    The following fields are included on the window opened through this button :

    Grid

    • field LIGNE

    Contains the lines in the process.

    Close

    Click the Script button to view the script reference. The script reference is WWIXXX, where XXX is the import template's name.

    The following fields are included on the window opened through this button :

    Block number 1

    • File reading (field NOMFIC)

    Defines the path for the file from which the read is made.

    • field NUMENG

    Corresponds to a number for the group of data read in the file (in chronological order from 1).

    Grid

    • Tables (field FICH)

    Defines the code for the table in which the data to be imported is to be found.

    • Fields (field ZONE)

     

    • Values (field VALEUR)

    Corresponds to the value of the record read in text mode for the corresponding field.

    Close

    Click the Test button if you simply want the file to be validated and not imported. This will check the definition of the file to be imported is correct and enable you to return to the definition to correct it if necessary.

    An import log displays the results of the data import.

    Error messages

    In addition to the generic error messages, the following messages can appear during the entry :

    Non-existent file to import

    The file to import does not exist.

    Non-existent directory

    The directory in which the search is being carried out does not exist.

    Import not allowed with this template

    The template cannot be used for an import.

    Tables used

    SEEREFERTTO Refer to documentation Implementation