Data export

For more information: Export by scenario (SM207036).

To export data from Visma Net to an external source, you perform the steps, which are described in this topic.

1. Select an export scenario

In the Export by scenario (SM207036) window, you select the name of the scenario created for data export.

2. Prepare the data for export

You prepare records by uploading them in the Export by scenario (SM207036) window. The system performs all modifications defined by the scenario and uploads the modified data in the window. To prepare the data for export, you click the Prepare button in the window toolbar. You can view the data on the Prepared data tab of this window.

3. Export prepared data

To run the export process, you should click Export in the window toolbar of the Export by scenario (SM207036) window. The system tries to export the records that have the Active check box selected.

4. Correct any errors

Make sure each record has the check box in the Processed column on the Prepared data tab of the Export by scenario (SM207036) window selected, which means that this record has been successfully exported. The result of export may include errors, which are indicated by the icon on the window toolbar.

5. Download the results of the export

If you are exporting data to a file, during export, the system creates a new version of the file attached to the Export by scenario (SM207036) window. This file has the same structure as the file that was used for data provider creation. You can download the result of export by clicking the Get latest version button in the window toolbar.

Internal data is exported to the external data source in a table window. That means that the values of the fields of detail objects are translated to multiple rows of this table. The number of rows is equal to the number of detail lines of the source record. Each of these rows has the values of the fields of the summary object and related objects specified.

For example, suppose that in the Sales invoices (AR301000) window, a sales invoice has three detail lines. If you export this invoice with the detail lines, the data prepared for export will include three records for this invoice, one record for each detail line. These records will include identical values of the fields of the invoice summary, such as type and reference number, and different values of the detail line fields.