/visma-net-erp/help/integration/configuring-export-scenarios section You create export scenarios in the Manage export scenarios (SM207025) window. 2026-02-19T17:09:06+01:00 # Configuring export scenarios You create export scenarios in the Manage export scenarios (SM207025) window. For more information: [Manage export scenarios (SM207025)](/visma-net-erp/help/integration/integration-windows/manage-export-scenarios-sm207025/). To create an export scenario, you specify its name, the Visma Net window to be used for export, the data provider that defines the structure of the target data, and the data provider object; you also configure scenario mapping. After you have created an export scenario, you can export data by using this scenario. You export data in the [Export by scenario (SM207036)](/visma-net-erp/help/integration/integration-windows/export-by-scenario-sm207036/) window. /visma-net-erp/help/integration/configuring-export-scenarios/export-scenario-creation page You create export scenarios in the window. 2026-02-19T17:09:06+01:00 # Export scenario creation You create export scenarios in the window. The creation of the export scenario consists of the following general steps: 1. **Analysing the sequence of actions in the window for data export** Before you start creating an export scenario in the [Manage export scenarios (SM207025)](/visma-net-erp/help/integration/integration-windows/manage-export-scenarios-sm207025/) window, you create a data provider and learn how to retrieve the needed data records from the corresponding Visma Net window. If needed, you could use the same data provider for import and export of data in the same format. However, a data provider and the scenarios that use this provider share the same external data source. Therefore, if you do not want to confuse the input and output data sources, you should create separate data providers for importing and exporting data. Before you start creating a scenario, we strongly recommend that you try to retrieve the records of the exported data manually. Pay attention to the sequence of actions you perform: the order in which you specify values in the fields in the window, and the actions you perform. 1. **Specifying scenario parameters** You specify the following parameters of an export scenario: the name of the scenario, the Visma Net window that should be used for export, and the data provider and the object, which together specify the target data source. You can also specify other export scenario parameters that define the mode of export and the properties of the data resulting from the export. 1. **Creating scenario mapping** Mapping is the process of creating one-way relations between the fields of the Visma Net window and the fields of the external data source. To provide mapping for a particular field on an Visma Net window, you perform the following steps on the **Mapping** tab of the [Schedule export scenarios (SM207035)](/visma-net-erp/help/integration/integration-windows/schedule-export-scenarios-sm207035/) window: 1. In the **Source object** field, you specify the Visma Net object that includes the source field. An object represents a group of fields on an Visma Net window, such as a top part or a detail tab. (These are the same objects that are used in import scenario mapping.) 1. In the **Field/Action Name** column, you select the appropriate internal field or action. An internal field is a field of the Visma Net object selected in the **Source Object** field. 1. In the **Target field/value** column, you select the matching external field or type a formula the system will use to determine the value. An external field is a field of the object from the data provider specified in the scenario. You first map the key fields that identify the records you want to export. After you have mapped the key fields, you should map the other needed fields. You can deactivate some steps of a scenario by clearing the **Active** check box for the corresponding rows. 1. **Configuring source restrictions** To export only some records from the Visma Net database, you can configure source restrictions for an export scenario in the [Manage export scenarios (SM207025)](/visma-net-erp/help/integration/integration-windows/manage-export-scenarios-sm207025/) window. After these steps have been performed, the scenario is ready and can be used for data processing. /visma-net-erp/help/integration/configuring-export-scenarios/export-scenario-parameters page When you create an export scenario in the Manage export scenarios (SM207025) window, you first specify the following required parameters: 2026-02-19T17:09:06+01:00 # Export scenario parameters When you create an export scenario in the Manage export scenarios (SM207025) window, you first specify the following required parameters: For more information: [Manage export scenarios (SM207025)](/visma-net-erp/help/integration/integration-windows/manage-export-scenarios-sm207025/). Name : In this field, you specify a name for the export scenario that reflects its functionality. You have to use unique names between import and export scenarios. (That is, you cannot use the same name for both an import scenario and an export scenario.) Window name : In this field, you select the Visma Net window from which you want to export data. Provider : and **Provider object**: In these fields, you select one of the existing data providers and its object that should be used for data export. If you select a file data provider, Visma Net automatically attaches to the scenario in the [Schedule export scenarios (SM207035)](/visma-net-erp/help/integration/integration-windows/schedule-export-scenarios-sm207035/) window the file used for file data provider creation. This file is shared between the data provider and the export scenario that uses it for data export (that is, it is attached to both the [Data providers - reference information](/visma-net-erp/help/integration/integration-windows/data-providers-sm206015/) window for the provider and the [Manage export scenarios (SM207025)](/visma-net-erp/help/integration/integration-windows/manage-export-scenarios-sm207025/) window for the scenario). You can view and modify the attached file by using the [File maintenance (SM202510)](/visma-net-erp/help/management/management-windows/file-maintenance-sm202510/) window. To open the window, while you are viewing the export scenario, click **Files** on the title bar. Then you can specify the following optional parameters: + **Sync type**: By default, the **Full** option is selected, causing all records to be exported. Selecting a different option is useful when you use the same scenario for exporting data regularly. For example: After the initial export, you may periodically need to export new or changed data records in Visma Net to the external system or file. You can select from two options that provide incremental export. To export only the records for which data has changed in the Visma Net database since the previous export took place, select the **Incremental - all records** sync type. To import only new records in the Visma Net database, select the **Incremental - new only** sync type. + **Format locale**: For Visma Net to export dates, numbers, and other country-specific data in the needed format, you should specify the locale in the **Format locale** field. By default, Visma Net uses the invariant locale. The newly created scenario has the **Active** check box selected, which indicates that the scenario can be used for processing. /visma-net-erp/help/integration/configuring-export-scenarios/source-restrictions-in-export-scenarios page You use source restrictions in an export scenario for the data available in the Visma Net database. 2026-02-19T17:09:06+01:00 # Source restrictions in export scenarios You use source restrictions in an export scenario for the data available in the Visma Net database. You use source restrictions in an export scenario for the data available in the Visma Net database. For example: You can configure the system to export only the records that have a particular status. To specify restrictions on the data being exported, you specify conditions for the Visma Net fields on the **Source restrictions** tab of the [Manage export scenarios (SM207025)](/visma-net-erp/help/integration/integration-windows/manage-export-scenarios-sm207025/) window. In this case, when it prepares records for export, the system selects only the records that meet the specified condition (or conditions) and imports only these records. For example, suppose that you want to export from the [Customers (AR303000)](/visma-net-erp/help/customer-ledger/customer-ledger-windows/customers-ar303000/) window only the customer records that have **Active** status. In this case, you can add to the source restrictions the condition that the **Status** field should be equal to **Active**. During the preparation process (when you click **Prepare** in the [Schedule import scenarios (SM206035)](/visma-net-erp/help/integration/integration-windows/schedule-import-scenarios-sm206035/) window and the system prepares the data for export), the system processes the records that match the source restrictions of the scenario and prepares only the records with the **Active** status. In source restrictions, you can use only the fields of the summary object or detail objects of the window from which you are exporting data. You cannot use columns of **Select** dialog boxes and fields of related objects to filter records or detail lines.