Types of target fields in import scenarios

You perform mapping of an import scenario in the Mapping tab of the Manage import scenarios (SM206025) window.

For more information: Manage import scenarios (SM206025).

You perform mapping of an import scenario in the Mapping tab of the Manage import scenarios (SM206025) window. For each target field on an Visma Net window, you need to know the type of the target field and be sure the source field values have the appropriate format for the type, so that the system can insert the value of the field correctly. The type of the target field, which depends in the type of UI element that represents it in the window to which you are importing data, might be a field of several types, a date picker, a check box, a drop-down list, a radio button, or an action or menu in the toolbar. Also, the target field might be on a dialog box or pop-up panel rather than in the window itself.

In most cases, it is clear which format of the value you need for the mapping. However, if you are not sure which format of the value you need, you can create one record manually in Visma Net, specify the needed value of a field of this record, compose an export scenario, and export the value of this field. Make sure the export scenario has output the value in the appropriate format.

Fields with text

The target field in the Visma Net window may be afield into which a user types text. For example: The Email field in the General settings tab of the Customers (AR303000) window is a field in which the user types an e-mail address. A field can have a mask, which is denoted by the () symbol. If the field has a mask, you cannot insert the underscore symbol () because this symbol is reserved for masked input in the system. If the field has no mask, you can insert any characters into the field, including any letters and symbols. The length of the string that you insert into a field should not exceed the maximum length of the underlying target element. (To check the maximum length, find the maximum string that can be manually inserted into the field in the window.) For some fields, you can type text in multiple languages.

To import the values of a text box in multiple languages, you should specify a string in JSON format that contains values in the needed languages.

Fields with currency amount

The target field in the Visma Net window may be a field that holds a currency amount. For example: The Amount field in the top part of the Sales invoices (AR301000) window is a field with a currency amount.

You have to provide currency amounts in the format that you specified for the import scenario in the Format locale field in the top part of the Manage import scenarios (SM206025) window. For example: If you specified the English (United States) locale for a import scenario, you have to provide amounts where the decimal part is separated by a decimal point: 12.34.

By default, Visma Net imports currency amounts with a decimal precision of 2, which is specified in the Decimal precision field in the Branches (CS102000) window. When you import the currency amounts of supplier ledger or customer ledger documents, make sure that the sum of imported lines is equal the imported document total, taking into account the rounding accuracy as follows:

  • The decimal precision of line amounts must be equal to the decimal precision of document total.
  • The decimal precision of all amounts must be less than or equal to the decimal precision that is specified in Visma Net. For example: If the decimal precision in Visma Net is 2 and you import an amount with a decimal precision of 3, such as 10.345, the imported value will be rounded by arithmetical rules to 10.35. If you import data from an Excel file, you can use the Round(x,y) function to round the amounts, and then you can copy the values to a column from which you will import data.

Fields with a key value

The target field in the Visma Net window may be a field that holds a key value. Two examples of key fields are Customer no. in the Customers (AR303000) window, and Reference no. in the Sales invoices (AR301000) window.

The way you specify the value for key fields depends on your goal and the auto-numbering settings of the records that you are importing.

Date picker

The target field in the Visma Net window may be a date picker that is used to select the date. For example: The Date element in the top part of the Sales invoices (AR301000) window is a date picker.

You have to provide date values in the format that you specified for the import scenario in the Format locale field in the top part of the Manage import scenarios (SM206025) window. For example: If you specified the English (United States) locale for the import scenario, you have to provide dates in the format DD/MM/YYYY. Thus, September 1, 2014 will be 01/09/2014.

Check box

The target field in the Visma Net window may be a check box the user can select or clear. For example: The Hold element in the top part of the Sales invoices (AR301000) window is a check box. To select a check box, map the corresponding target field to the value True. To clear a check box, map the target field to the value False.

The target field in the Visma Net window may be a drop-down list from which the user selects an option. For example: The Type element in the top part of the Sales invoices (AR301000) window is a drop-down list.

To insert a value into a drop-down list, you have to specify the value as it is displayed in the list. For example: In the Sales invoices (AR301000) window, you can insert the value Invoice into the Type field.

Radio buttons

The target field in the Visma Net window may be a group of radio buttons. For example: A group of radio buttons is in the Additional processing group of the Settings for Supplier ledger tab of the Payment methods (CA204000) window.

In the system, a group of radio buttons is treated as one field, which can have as the values the names of the radio buttons. Therefore, to select a radio button by using an import scenario, you should select the name of the group that contains the radio button in the Field / action name column of the Manage import scenarios (SM206025) window, and specify the name of the radio button in the Source field / value column.

Buttons and menu items in the toolbar

The action in the Visma Net window may be a button or menu item in the toolbar. For example: The Release button is on the toolbar of the Sales invoices (AR301000) window.

To reflect a user clicking a button in the scenario mapping, you have to insert the corresponding action in the proper position in the mapping, and you don’t have to map the action to any value.

Dialog box

The target field may be on a dialog box invoked by a user action on the Visma Net window. Dialog boxes usually appear in a window to request confirmation from the user. For example: When you update the Customer class value in the Customers (AR303000) window for an existing customer, the system displays a Warning dialog box.

Pop-up panel

The target field may be on a pop-up panel invoked by a user action in the Visma Net window. For example: The Add sales order pop-up panel appears when the user clicks Add order on the Document details tab of the Shipments - reference information window.

In a similar way as you specify values for fields in windows and invoke actions, you can specify values and click buttons in pop-up panels that users can invoke.

Parent topic: Configuring scenario mapping

Last modified February 19, 2026