Preparing data for import and export by using scenarios
Before you import data to or export data from Visma Net, you must define to the Visma Net system the format of the data in the external system or file. For this purpose, you use data providers in the system.
In this chapter, you will find detailed information on data providers and will learn how to create data providers for the external data.
Section Content
Preparing data for import and export by using scenarios
Before you import data to or export data from Visma Net, you must define to the Visma Net system the format of the data in the external system or file.
About import and export scenarios
To upload data to and from Visma Net, you can use import scenarios and export scenarios, which define the data import and data export instructions, respectively, for the system.
About data providers
You create data providers in the Data providers (SM206015) window.
Create a CSV data provider
You use the Data providers - reference information window to create a data provider that defines the structure of external data for Visma Net during data import or data export.
Create an Excel data provider
You use the Data providers (SM206015) window to create a data provider that defines the structure of external data for Visma Net during data import or data export.
Create a Microsoft SQL data provider
You use the Data providers (SM206015) window to create a data provider that defines the structure of external data for Visma Net during data import or data export.
Modify a file data provider
You can use the Data providers (SM206015) window to modify existing data providers.
Link a file data provider to an existing file
The file that should be used for creating the data provider may be already uploaded to Visma Net.