---
title: "Import scenario creation"
description: "You create import scenarios in the Manage import scenarios (SM206025) window."
lang: en
languages:
  en: https://docs.vismasoftware.no/visma-net-erp/help/integration/configuring-import-scenarios/import-scenario-creation/index.md
lastmod: 2026-02-19
---

> Documentation index: https://docs.vismasoftware.no/visma-net-erp/help/integration/configuring-import-scenarios/llms.txt


# Import scenario creation

Last modified February 19, 2026

> You create import scenarios in the Manage import scenarios (SM206025) window.


For more information: [Manage import scenarios (SM206025)](https://docs.vismasoftware.no/visma-net-erp/help/integration/integration-windows/manage-import-scenarios-sm206025/index.md).

The creation of the import scenario consists of the following general steps:

## 1. Analysing the sequence of actions in the window

Before you start creating an import scenario in the [Manage import scenarios (SM206025)](https://docs.vismasoftware.no/visma-net-erp/help/integration/integration-windows/manage-import-scenarios-sm206025/index.md) window, you should create a data provider, as described in [About data providers](https://docs.vismasoftware.no/visma-net-erp/help/integration/preparing-data-for-import-and-export-by-using-scenarios/about-data-providers/index.md), and learn how a data record is entered in the target Visma Net window.

When reviewing the Visma Net window for which you will compose the import scenario, pay attention to the required
fields in the window.
All these fields must be filled in when you create a new record.
Some fields in the window can get default values, which can also be used during import.

For example: You can configure customer classes before you import customer records so
that when these records are imported, the system gets most of settings from the customer
class specified for the customer. You can provide the values of the fields that have
default values during import and override these default values.
Make sure all required
data fields either are included in the imported data or are filled with default
values.

Before you start creating a scenario, we strongly recommend that you
manually enter one record of the imported data or a test record.
(During import, you can
exclude this record from processing to avoid duplication of records in the system).
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 for the entered record, such as
adding a new row and saving your changes.

## 2. Specifying scenario parameters

The parameters of an import scenario define the name of the scenario, the Visma Net window to which data will be imported, and the data provider and source object, which together specify the data source. You can also set other import scenario parameters that define the mode of import and the properties of the data being imported.

## 3. Creating mapping of the scenario

Mapping is the process of creating one-way
relations between the fields of an external data source and the fields of a Visma Net window.
To provide mapping for a particular field in a Visma Net window, you perform the following steps on the **Mapping** tab of the [Manage import scenarios (SM206025)](https://docs.vismasoftware.no/visma-net-erp/help/integration/integration-windows/manage-import-scenarios-sm206025/index.md) window:

1. Add a row for the field you want to map.
1. In the **Target object** column, specify the Visma Net object that includes the target field. An object represents a group of fields in a Visma Net window, such as the top part or a detail tab.
1. In the **Field/action name** column, select the appropriate internal field or action. An internal field is a field of the Visma Net object selected in the **Target object** column.
1. In the **Source field/value** column, select the matching external field, internal field, or combination of internal and external fields, functions, and constants. An external field is a field of the object from the data provider specified in the scenario.

When you are mapping fields, you should first map the key fields: the fields
that the system uses to distinguish records that belong to different documents.
For
example: In the [Sales invoices (AR301000)](https://docs.vismasoftware.no/visma-net-erp/help/customer-ledger/customer-ledger-windows/sales-invoices-ar301000/index.md) window, there are two key
fields: **Type** and **Reference no**.
You should
map these fields before you map the other fields, because you fill in these fields first
on the window when you manually enter an invoice.
After you have mapped key fields, you
should map other fields in the order in which you would fill them in, in the
window.

You can deactivate some rows of the scenario mapping by clearing the
**Active** check box for corresponding rows.
This will exclude the
corresponding instruction from the scenario mapping, and this instruction will not be
executed during the import process.

At the end of the mapping of the scenario that imports or updates data in the system, to save the imported record to the database, you have to insert a row with the **<Action: Save>** action.

## 4. Configuring source and target restrictions

To import only some records from the data source or update only the records that satisfy some condition, you can configure source and target restrictions for an import scenario in the [Manage import scenarios (SM206025)](https://docs.vismasoftware.no/visma-net-erp/help/integration/integration-windows/manage-import-scenarios-sm206025/index.md) window.

You can find detailed descriptions and examples of the use of source and target restrictions in the following topics:

+ [Source restrictions in import scenarios](https://docs.vismasoftware.no/visma-net-erp/help/integration/configuring-import-scenarios/source-restrictions-in-import-scenarios/index.md)
+ [Target restrictions in import scenarios](https://docs.vismasoftware.no/visma-net-erp/help/integration/configuring-import-scenarios/target-restrictions-in-import-scenarios/index.md)

After these steps have been performed, the scenario is ready, and you can use it for data processing.


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