---
title: "Simplified scenarios for data import"
description: "With simplified scenarios, you skip the step of creating the data provider before you create the import scenario."
lang: en
languages:
  en: https://docs.vismasoftware.no/visma-net-erp/help/integration/importing-and-exporting-records-by-using-scenarios/simplified-scenarios-for-data-import/index.md
lastmod: 2026-02-19
---

> Documentation index: https://docs.vismasoftware.no/visma-net-erp/help/integration/importing-and-exporting-records-by-using-scenarios/llms.txt


# Simplified scenarios for data import

Last modified February 19, 2026

> With simplified scenarios, you skip the step of creating the data provider before you create the import scenario.


With simplified scenarios, you skip the step of creating the data provider before you create
the import scenario.
You compose the mapping directly in the [Import by scenario (SM206036)](https://docs.vismasoftware.no/visma-net-erp/help/integration/integration-windows/import-by-scenario-sm206036/index.md) window and then you immediately run the import procedure in the
window.

Simplified scenarios are appropriate for one-time import, such as during data migration.
For
data migration, you can prepare all data in the source file in the format needed for import
and use a straightforward mapping of the source fields to the target fields.
If you need to
compose a complex scenario which might involve using custom keys, searching for records,
and modifying service commands, you have to use regular import scenarios that you compose
by creating the data provider and then defining the mapping in the [Manage import scenarios (SM206025)](https://docs.vismasoftware.no/visma-net-erp/help/integration/integration-windows/manage-import-scenarios-sm206025/index.md) window.

To import data by using a simplified scenario, you have to complete the following steps:

1. **Upload the file** You first upload the file with data that you want to import to the [Import by scenario (SM206036)](https://docs.vismasoftware.no/visma-net-erp/help/integration/integration-windows/import-by-scenario-sm206036/index.md) window. You can upload an Excel, a CSV, or an XML file. The following criteria should be met for the source files for a simplified scenario:

    + Only the data from the first sheet of an Excel file is imported.
    + A CSV file should use a comma (,) as the delimiter and have US-ASCII encoding. These default parameters are used for data provider creation.
    + An XML file should have US-ASCII encoding and a tree structure. These default parameters are used for data provider creation.
1. **Specify the parameters of the import scenario**

    Also 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 specify the Visma Net window to which you want to import data.
    The system suggests the scenario name
    depending on the selected window, but you can change the name.
    The system automatically
    detects the type of the data provider based on the extension of the uploaded file.
    When
    you click **Save**, the system automatically creates an import
    scenario (with default parameters and the specified name) and a data provider of the
    specified type for the simplified import procedure.
1. **Configure mapping**

    You configure mapping between the fields of the external file
    and the fields of the Visma Net window on the **Mapping** tab of the [Import by scenario (SM206036)](https://docs.vismasoftware.no/visma-net-erp/help/integration/integration-windows/import-by-scenario-sm206036/index.md) window.
    You should select the source field and the corresponding target
    object and field.
    You use the same target objects and fields that are used in regular
    import scenarios that you create in the [Manage import scenarios (SM206025)](https://docs.vismasoftware.no/visma-net-erp/help/integration/integration-windows/manage-import-scenarios-sm206025/index.md)
    window.
    However, in simplified scenarios, you cannot use service commands and actions.

    You should select the **Key** check box for the fields that
    should be used as key fields to distinguish records that belong to different documents.

    You can use as keys only the fields that are mapped to the fields of the summary
    object.

    You can map the fields of the source file in any order.
    After you have
    saved the mapping, the system places the fields in the correct order and creates the
    import scenario mapping.
    The system adds all actions (including `<Action: Save>`) and service commands to the import scenario automatically.
1. **Prepare and import data**

    After you have specified the scenario mapping, you can prepare and import data in the same way as you do with regular import scenarios.

Simplified scenarios are not available for editing in the [Manage import scenarios (SM206025)](https://docs.vismasoftware.no/visma-net-erp/help/integration/integration-windows/manage-import-scenarios-sm206025/index.md) window, and you cannot edit the data provider that was automatically created for the simplified import scenario. If the simplified scenario is not working, you should convert the simplified scenario to a regular scenario by clicking **Convert to manual scenario** in the [Import by scenario (SM206036)](https://docs.vismasoftware.no/visma-net-erp/help/integration/integration-windows/import-by-scenario-sm206036/index.md) window.


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