Manage export scenarios (SM207025)
You can perform data export as a one-time activity or periodically if you have configured synchronisation between Visma Net and the third-party software.
You create an export scenario for a specific provider. You can create and view providers for export by using the Data providers (SM206015) window.
Generally, a scenario includes the mapping between the data in Visma Net (source data) and the fields in an external file or a third-party source (target data), as well as any restrictions on the source data.
For more information, see: Configuring export scenarios.
The window toolbar
| Button | Description |
|---|---|
| View window | Navigates to the window selected in the Window name field. |
The top part
You use the elements in this area to create a new scenario for one-time export or periodic synchronisation, or to select an existing scenario for editing.
| Element | Description |
|---|---|
| Name | The name of the scenario, which may be an alphanumeric string of up to 50 characters. |
| Active | A check box that indicates (if selected) that this scenario is active and can be used for data export. |
| Window name | The name of the Visma Net window whose functionality will be used to perform data export. You can select the window name by finding its workspace, finding its section, and selecting the applicable window. |
| Export mapped fields only | A check box that indicates (if selected) that only the fields that are mapped in the export scenario should appear in the output of data export; other fields of the data provider are skipped during export. If the check box is cleared, the fields of the data provider that are not mapped in the export scenario are exported and have null values. We recommend that you select this check box when you are exporting data to external systems, such as HubSpot, to avoid the system rewriting of the fields that are not mapped in the scenario with null values during data export. |
| Provider | The data provider that should be used for data export. |
| Provider object | The object of the specified data provider. Only active provider objects are available for selection. |
| Sync type | The type of synchronisation for the selected scenario, which can be one of the following options:
|
| Format locale | The locale whose date format (and other locale-specific formats)will be used for the data to be exported. |
| Inverse mapping ID | The scenario that can be used for import of the same data if data synchronisation between Visma Net and the third-party software is configured. |
The Mapping tab
You use this tab to map the data in the Visma Net window (in any section of windows except for Reports ) to the target fields in the external file or third-party application.
| Button | Description |
|---|---|
| Insert | Inserts a new table row above the selected row. |
| Unlabelled field with display options | Displays the window controls according to the selected option, which is one of the following: Show all commands or Hide service commands. By default, the Show all commands option is selected, which indicates that all commands (including service commands) are displayed. |
| Up | Moves the selected row up the list. |
| Down | Moves the selected row down the list. |
| Insert from… | Gives you the ability to insert a part of another scenario; invokes the Choose scenario to insert steps from dialog box. |
The Choose scenario to insert steps from dialog box
In this dialog box, you can select another scenario to insert its mapping lines into the current scenario. This operation inserts all lines of the selected scenario. Once the lines are inserted, you can make inactive or delete any lines you don’t want to keep. This dialog box has the following elements.
| Element | Description |
|---|---|
| Mapping | The scenario whose mapping lines you want to insert. |
| OK (button) | Closes the dialog box and inserts the lines from the selected scenario. |
| Cancel (button) | Closes the dialog box without performing insertion. |
| Column | Description |
|---|---|
| Active | A check box that indicates (if selected) that this step of the scenario is active during data export. |
| Source object | The name of the functional object of the graph the Visma Net window is based on. (The functional object can be the top part,the Details area, or any of the tabs or dialog boxes.) |
| Field/action name | The name of the field or action of the functional object selected as the Source object. Click the  icon to select a field or action, or click the  icon to open the Formula editor dialog box and create a formula. |
| Commit | A check box that indicates (if selected) that when this field ora ction is filled in, a commit to the database is required. |
| Target field/value | The external field (in the target file) to hold the value to be exported.
Click the Click the |
| Ignore error | A check box that indicates (if selected) that the system should ignore errors when processing the data for this field. |
The Source restrictions tab
You can use this tab to set up restrictions for the data to be exported.
| Column | Description |
|---|---|
| Active | A check box that, if selected, indicates that the restriction is active. |
| Brackets | The opening bracket or brackets for composing a logical expression with multiple conditions. |
| Field name | The field whose value the condition will be applied to. |
| Condition | The logical operation to apply to the value of the selected field. The following options are available:
|
| Is relative | A check box that indicates (if selected) that the field value represents the number of days with respect to the current business date. |
| Value | The first value of the condition, which will be compared with the value of the chosen field. Most of the conditions require only one value, while Is between requires two values. |
| Value 2 | The second value of the condition, if required by the selected condition. |
| Brackets | The closing bracket or brackets for composing a logical expression with multiple conditions. |
| Operator | A logical operator to be used between the logical conditions enclosed in brackets. |