Gives you the ability to add a new simplified import scenario.

Clicking this button first opens the Select file for import dialog box, where you can select the file whose data you want to import, and then opens the Provide new scenario properties dialog box, where you select the window to be used for data import, name the scenario, and select the data provider type.

Required. The Visma Net form to be used for importing data from the uploaded file.

You select the window name by finding its workspace, finding its section, and selecting the applicable form in the site tree.

Required. The name of the new simplified import scenario.

The system generates the name automatically, based on the title of the form you selected in the Window name field. If required, you can change the name.

A read-only element that shows the status of the selected scenario, which is automatically assigned during the processing and can be one of the following options:

New

Indicates either that this scenario is new and has not been used for data preparation or that the history of processing for this scenario has been rolled back.

Prepared

Indicates that the data has been prepared in accordance with the scenario.

Partially processed

Indicates that the data for the scenario has been imported only partially.

Processed

Indicates that the data for the scenario has been imported completely.

A check box that you select to prepare and import data regardless of the status and the results of the previous import.

Generally, you should select this check box if you are scheduling the processing of the selected scenario and you expect errors during the import that do not affect the performance of the scenario.

For example: The system returns an error for a line when it is trying to import a line that has been imported in the previous cycle. If you select the check box, the system can run the scenario on a schedule, thus importing the new lines. If you clear the check box, the system won’t be able to run the scenario on schedule if the previous processing of the scenario returned errors.

For more information about scheduling, see: About scheduled processing.

A read-only box that displays the data provider of the selected import scenario.

To view the details of the provider, click the button to the right of the field to open the Data providers (SM206015) window.

A read-only box that shows the type of synchronisation for the selected scenario, which can be one of the following options:

Full

Performs export of all the data in accordance with the scenario.

Incremental: all records

Performs partial export, including only the data (mentioned in the scenario) that has changed in the Visma Net records.

Incremental: new only

Performs partial export, including only those records that have appeared in the Visma Net database since the previous export took place.

A check box that indicates (if selected) that the processing will be cancelled if an error occurs.

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.

This check box affects the order in which the records are imported. For example: Suppose that you are importing documents with auto-numbering of documents, and each line of the source contains one document.

If you clear the Break on error check box, all correct documents will be imported first, and then you will review all errors at once and import the corrected records. The order in which the reference numbers are assigned to the imported documents will be different than in the situation if you import documents one by one and stop after each error.

If the order of record processing is not important, you can clear the Break on error check box.

A check box that indicates (if selected) that the system will stop processing records at the first error that occurs for a record that violates the target restrictions.

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.

A check box you select to validate the selected import scenario. The scenario processing emulates data import and is cancelled if an error occurs. If you want to save the imported data after successful validation, select the Save if data is valid check box.

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.

A check box you select to save the data if the import validation is successful. Clear the check box if you don’t want to save the data after import validation.

This option is available only when you select the Validate data (no saving) check box to switch to import validation mode.

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.

A check box that you select to not import 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.