Export by scenario (SM207036)
In the window, you can review the prepared data if the export has failed and view the history of processing for the scenario. You can create scenarios for export by using the Manage export scenarios (SM207025) window.
Export is performed to the file uploaded to the Visma Net website or to the third-party application specified in the export provider.
The window toolbar
| Button | Description |
|---|---|
| Prepare and export | Prepares and exports the data. |
| Prepare | Prepares the data for export by uploading it in the window. The system performs all modifications defined by the scenario at this step and uploads the modified data in the window. You can view the data in the Prepared data tab of the window. |
| Export | Exports the prepared data. The system tries to export the records that have the Active check box selected. |
| Upload file version | Opens the Upload new revision dialog box, which lets you update an already uploaded file. |
| Get latest version | Downloads the latest file attached to the selected scenario. If you export data to a file, during export, the system creates a new version of the file attached to the window. |
The top part
In this area, you can select an export scenario and view information about the selected scenario.
| Element | Description |
|---|---|
| Name | The name of the export scenario. Select the scenario you want to work with, and you can view information about it. |
| Window name | A read-only field showing the name of the Visma Net window whose functionality is used to perform data export. |
| Status | A read-only field showing the status of the selected scenario, which is automatically assigned during the processing and can be one of the following options:
|
| Number of records | A read-only field that displays the number of records prepared or exported to the target file or application. |
The Prepared data tab
On this tab, you can review the data prepared for export and view any errors that have occurred. The actual list displays the processed data, with as many columns as there are external fields mapped to the internal data.
| Button | Description |
|---|---|
| Toggle activation | Reverses the value in the Active column in the selected line, and updates the rest of the lines with this value. |
| Clear activation until error | Clears the check boxes in the Active column for the lines before the line with an error. If there are no errors, clears all the check boxes in the Active column. |
| Toggle processing | Reverses the value in the Processed column in the selected line, and updates the rest of the lines with this value. |
| Clear error | Clears the error messages in the Error column. |
| Column | Description |
|---|---|
| Number | The number of the record in the list of records for export. |
| Active | A check box that indicates (if selected) that this record is active and will be exported. |
| Processed | A check box that indicates (if selected) that the information in the row was exported. |
| Error | The error message, if an error occurred for this row. |
The History tab
On this tab, you can view the history of processing for the selected scenario.
| Button | Description |
|---|---|
| Roll back | Rolls back the changes in the export history and removes the prepared data. |
| Column | Description |
|---|---|
| Status date | The date when the status of the data had changed as a result of processing being performed. |
| Status | The status of the data as a result of the processing being performed. |
| Number of records | The number of records processed. |
| Version | The version of the exported file. If export was successful, the system creates a new version. |
The Details tab
On this tab, you can view additional information about the selected scenario.
| Element | Description |
|---|---|
| Provider | A read-only field that displays the data provider that is used in the export scenario. To view the details about the provider, click the button to the right of the field to open the Data providers (SM206015) window. |
| Sync type | A read-only field that shows the type of synchronization for the selected scenario, which can be one of the following options:
|
| Prepared on | A read-only field displaying the date when the data was prepared or the export was performed. |
| Completed on | A read-only field that shows the date and time when the export was completed. |
| Element | Description |
|---|---|
| Sitemap location | The location of the scenario on the sitemap. Select the location if you want to add the scenario to the sitemap. |
| Sitemap title | The title of the scenario on the site map. Provide the title if you want to add the scenario to the site map. |
| Element | Description |
|---|---|
| Skip headers | A check box that you select to not export the titles of the elements in the window. You specify this option for a particular execution of a scenario. That is, the selected value is discarded after each execution of the scenario or each refresh of the page. |
Parent topic: Integration windows - overview