Import scenario parameters

Name: In this field, you specify a name that reflects the functionality of the import scenario. You have to use unique names between import and export scenarios.
Window name: In this field you select the Visma Net window that should be used for data import.
Provider: and Provider object: In these fields, you select one of the previously created data providers and its object that should be used for data import. If you select a file data provider, Visma Net automatically attaches to the scenario in the Manage import scenarios (SM206025) window the file used for file data provider creation. This file is shared between the data provider and the import scenario that uses it for data import or it is attached to both the Data providers - reference information window for the provider and the Manage import scenarios (SM206025) window for the scenario. You can view and modify the attached file in the File maintenance (SM202510) window; to open the window, while you are viewing the import scenario, click Files in the title bar.

After you specify the required parameters, you can set the following optional parameters:

Sync type: By default, the Full sync type is selected in this field, which means that all data available in the source is imported. Selecting a different option is useful if you use the same scenario regularly for importing only some of the data from the source. For example: If after the initial import you need to periodically upload new data records that have appeared in the source.
If the data is imported from a file data source, you can set the scenario to import the data only if a new version of the source file is provided before import. To do this, set Sync type to Incremental - All records or Incremental - New only; both options provide the same result. In this case, if you upload a new version of the source file by using the Import by scenario (SM206036) window before import, the data from the source file is imported to the system. If no new version of the file is provided, no data is imported.
Format locale: For Visma Net to recognise the format of imported dates, numbers, and other country-specific data correctly, you should specify the appropriate locale in this field. By default, Visma Net uses the invariant locale, which is similar to the English (United States) locale.

The newly created scenario has the Active check box selected by default.

This check box must be selected so that you can use the scenario for processing records in the Import by scenario (SM206036) window.