Schedule import scenarios (SM206035)
In this window, you can prepare data for import and import the data for multiple import scenarios.
Also, you can roll back the prepared data (or history or processing) if needed. You can perform data import for the selected import scenarios that were created in the Manage import scenarios (SM206025) window.
The window toolbar
- Process
- Performs the operation you selected (in the Operation field) for the selected scenarios.
- Process all
- Performs the operation you selected for all scenarios in the list.
The top part
By using the elements in this area, you can select the operation to be executed and the processing options.
- Operation
The operation to be performed for the scenarios selected in the table. The following options are available:
- Prepare and import
- Select this operation to prepare and import the data in one step.
- Prepare
- Select this operation to only prepare (but not import) the data for import if the data may require manual editing.
- Import
- Select this operation to only import (but not prepare) the already-prepared data.
- Roll-back
- Select this operation to roll back the data prepared for import or remove the prepared data from the Prepared data dialog box and remove the latest record from the history of scenario processing in the History dialog box.
- Break on error
- A check box that indicates (if selected) that the processing will be cancelled if an error occurs.
- Break on incorrect target
- 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.
- Validate data (no saving)
A check box that indicates (if selected) that only data validation will be performed.
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.
- Save if data is valid
A check box that indicates (if selected) that the data should be saved if it is valid.
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.
- Skip headers
- A check box that you select to not export the titles of the elements in the window.
The table
The table contains the list of scenarios with the appropriate status for the operation (selected in the Parameters area) to be performed. You can select one scenario or multiple scenarios for processing.
- History
- Opens the History dialog box, which displays the history of operations for the selected scenario.
- Prepared data
- Opens the Prepared data dialog box, which displays the prepared data for the selected scenario.
- Name
- The name of the scenario.
- Screen name
- A read-only field showing the screen name of the Visma Net window used by the scenario.
- Provider
- A read-only field showing the provider used for import.
- Sync type
- The type of synchronisation for the import scenario, which is one of the following options: Full; incremental - all records; or Incremental - new only.
- Status
- The status of the scenario, which can be one of the following options: Prepared, Imported, or Partially processed.
- Number of records
- The number of records in the external source.
- Prepared on
- The date and time when the data was prepared.
- Completed on
- The date and time when the import was completed.
The History dialog box
In the History dialog box, you can view the history of data import for the selected scenario. The dialog box has the following columns:
- Status date
- The date when the status last changed.
- Status
The status of the scenario, as automatically assigned during the processing. The status can be one of the following options:
- 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
- Imported
- Indicates that the data for the scenario has been imported completely
- Number of records
- The number of records processed.
- Version
- The date and time stamp of the version of the source file.
The Prepared data dialog box
Here, you can view the prepared data, with any errors indicated. This dialog box includes the toolbar and the data organised into columns that are specific to the data being imported. The list below describes only the three columns that have information about processing. The table in the dialog box has the following columns:
- Active
- A check box that, if selected, indicates that the data should be processed.
- Processed
- A check box that, if selected, indicates that the data in the row was processed.
- Error
- The error message, if an error has occurred for the data in this row.
- Close (button)
- Saves the selections and closes the dialog box.