Preparing data for import and export by using scenarios
/visma-net-erp/help/integration/preparing-data-for-import-and-export-by-using-scenarios
section
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.
2026-02-19T17:09:06+01:00
# 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.
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.
Preparing data for import and export by using scenarios
/visma-net-erp/help/integration/preparing-data-for-import-and-export-by-using-scenarios/preparing-data-for-import-and-export-by-using-scenarios
page
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.
2026-02-19T17:09:06+01:00
# 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.
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.
Related pages
Concepts
Tasks
About import and export scenarios
/visma-net-erp/help/integration/preparing-data-for-import-and-export-by-using-scenarios/about-import-and-export-scenarios
page
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.
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# 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.
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. An import or export scenario is a
sequence of actions to be executed for a data record as if the record is being manipulated by
user through an Visma Net
window.
When you enter data into the system manually, you perform a sequence of actions.
You open
the needed data entry window and start entering data.
To add a new record, you use the UI elements
one by one or you type text, select values from combo boxes, clear or select check boxes,
and click buttons.
In the corresponding scenario, you compose exactly the same sequence of
actions, you specify a command for each user action in the window.
Just as you cannot perform
multiple actions simultaneously in the window, the scenario executes commands successively.
To
construct the scenario, you reflect the actions you make in the window in the sequence of commands
for the scenario.
Because in these scenarios you either save data to an external system or file, or upload data
from an external system or file to Visma Net,
you must define in Visma Net
the format of the external system or file. For this purpose, you set up a **data provider**
in the system.
A data provider is an entity that defines the structure of the external data
source; Visma Net
then uses the data provider to transfer data from and to the external system or file.
Therefore, to use an integration scenario, you have to define the data provider and the needed
import or export scenario.
An integration scenario works as
if the data is being manually processed in a Visma Net
window.
## Manual input and integration scenarios input
When you are creating an integration scenario, you first create the needed data provider, which
defines the type and schema of the data source.
For example: The type can be an Excel file, and
the schema of an Excel data source consists of the names of spreadsheets that should be used for
data import or export and the list of columns on the spreadsheets.
If the external data source
has changed (for example, if a new column has been added to an Excel spreadsheet), you have to
update the data provider in Visma Net
to be able to use the new column in scenarios for which the data provider is specified.
After you have prepared the data provider, the second step is to define the scenario,
including the scenario mapping.
You can construct a scenario for any data entry window. In the
scenario, you use internal fields, which are the fields of Visma Net,
and external fields, which are defined in the specified data provider. In the scenario, you map
internal fields to external fields and specify commands.
An integration scenario is specific to
the Visma Net
window and the external data schema.
After the scenario is ready, you can run the import or export for the scenario to get the
result.
You can also schedule scenarios to be run, so that you can import and export data on a
regular basis.
Related pages
Tasks
About data providers
/visma-net-erp/help/integration/preparing-data-for-import-and-export-by-using-scenarios/about-data-providers
page
You create data providers in the Data providers (SM206015) window.
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# About data providers
You create data providers in the Data providers (SM206015) window.
For more information: [Data providers (SM206015)](/visma-net-erp/help/integration/integration-windows/data-providers-sm206015/).
You create data providers in the [Data providers (SM206015)](/visma-net-erp/help/integration/integration-windows/data-providers-sm206015/) window.
To create a provider, you specify its name and type, the access parameters to the
source, and the data schema.
## Data provider types
Excel spreadsheets or files in CSV format are generally used for data exchange between
different ERP products, because most ERP products support exporting and importing data in
these formats. Besides using files in an external format as a data source, you can import
data from or export data to an external application directly.
For example: You can connect
to a Microsoft SQL Server and download data from it or upload data to it.
Visma Net provides a number of built-in types of data providers through which the application can
efficiently import data from external files or third-party software to Visma Net, or export data from Visma Net to external destinations.
These types of data providers, which you use when you configure
a provider on the [Data providers (SM206015)](/visma-net-erp/help/integration/integration-windows/data-providers-sm206015/) window, are listed below:
+ File providers that you use to access data in external files:
+ **CSV provider** ( `PX.DataSync.CSVSYProvider` ): For import from and export to files in CSV format
+ **Excel provider** ( `PX.DataSync.ExcelSYProvider` ): For import from and export to Excel spreadsheets
+ **XML provider** ( `PX.DataSync.XMLSYProvider` ): For import from and export to files in XML format
+ Providers that are preconfigured for importing data from and exporting data to external systems:
+ **Salesforce provider** ( `PX.DataSync.SFSYProvider` ): For import from and export to SalesForce CRM by using the Simple Object Access Protocol (SOAP).
+ **MS SQL provider** ( `PX.DataSync.MSSqlSYProvider` ): For import from and export to Microsoft SQL Server.
+ **HubSpot provider** ( `PX.DataSync.HubSpot.HSSYProvider` ): For exporting leads to HubSpot for nurturing and importing leads to Visma Net for processing.
+ Providers for exporting payment data to external payment systems:
+ **ACH provider** ( `PX.DataSync.ACHProvider` ): For exporting data for processing in the Automated Clearing House (ACH) system.
+ **Giro Payment provider** ( `PX.DataSync.Banks.GIROPaymentProvider` ): For exporting data for processing in giro-based payment systems.
To import data from other sources, you need to create a custom data provider by using the API provided by Visma Net.
## Provider parameters
To define a particular data source to be used for import or export, you define the parameters
of the data provider in the [Data providers (SM206015)](/visma-net-erp/help/integration/integration-windows/data-providers-sm206015/) window.
The set of parameters depends on the data provider type, as described below:
+ **Parameters of file providers:** File providers generally have a simple set of parameters that specify the file properties necessary for accessing data in the file. Each of the file providers has the **FileName** parameter, which specifies the path to the file that should be used for data import or export. The path to the file is set automatically after you have uploaded an external file to the provider. The **FileName** parameter displays the path to the uploaded file in the internal format: `Data Providers ()\`, where `` and `` are replaced with the corresponding values.
Other parameters of a file provider depend on the provider type. You should specify these parameters so the system can correctly open the file and process the contents of the file.
+ **Parameters of providers that connect to external data systems:** For providers that connect to external data systems, such as SalesForce or MS SQL provider, you specify a set of parameters for connecting Visma Net to the external system. Each of these providers has a parameter that you use to specify the location of the remote resource. This parameter is either the URL of a remote service or the path to a local server.
Other parameters are specific to each provider type. These parameters are necessary for authentication on the remote resource.
## External data schema
Data that
you are going to transfer between an external data source and Visma Net usually has a table structure.
That is, the data includes a number of data records, and
each record has a list of parameters specified.
You specify the structure of an external
data source for a data provider by defining the external data schema or you
specify the objects and fields of the data source.
The object is usually the whole data
source or a part of the data source that corresponds to a complete data table.
For example: For an Excel file, objects correspond to spreadsheets. For the source objects that should be
used for import or export, you should select the **Active** check box in
the **Source objects** table on the **Schema** tab of
the [Data providers (SM206015)](/visma-net-erp/help/integration/integration-windows/data-providers-sm206015/) window.
Source fields
are defined by the list of attributes that are specified for each record.
For an Excel file,
source fields correspond to columns on a spreadsheet.
For each field you want to use the
field in a scenario, you should select the **Active** check box in the
**Source fields** table on the **Schema** tab of the
[Data providers (SM206015)](/visma-net-erp/help/integration/integration-windows/data-providers-sm206015/) window.
## Data provider creation
You create data providers in the [Data providers (SM206015)](/visma-net-erp/help/integration/integration-windows/data-providers-sm206015/) window. The process of creating a data provider consists of the following general steps:
1. **Reviewing the structure of external data**
Before you create the data provider, you
review the external source to identify the needed provider type and the external data schema.
If you are going to import data to Visma Net, you review the source data to determine the needed provider type, to check that the data
meets the requirements, and to see the external data schema. If you are going to export data
from Visma Net, you review the data schema in the target file or application to which you want to export
the Visma Net
data, or create a file to hold the data to be exported and provide field names matching the
intended use of the data.
1. **Creating a provider and setting its type**
In the [Data providers (SM206015)](/visma-net-erp/help/integration/integration-windows/data-providers-sm206015/) window, you create the data provider.
You specify the name of the
provider, which usually describes the data you will transfer by using this provider.
You
also select the needed type of the provider. You can use built-in provider types or
develop a custom data provider type.
1. **Specifying the provider parameters**
On the **Parameters** tab of
the [Data providers (SM206015)](/visma-net-erp/help/integration/integration-windows/data-providers-sm206015/) window, you specify the particular data
source.
You attach a file or specify the location of the remote source.
You also specify
the source-dependent parameters, if necessary.
1. **Filling in the source objects and fields of the provider**
On the **Schema** tab of the [Data providers (SM206015)](/visma-net-erp/help/integration/integration-windows/data-providers-sm206015/) window, you fill in objects and fields from the attached file or remote resource to the data provider.
After that, the data provider is ready and can be edited as needed.
For a file provider, you
can upload the new version of an attached file and then update source objects and fields.
For a
provider connected to a remote system, you can reload the data schema from the server if you
make any changes.
Related pages
Tasks
Create a CSV data provider
/visma-net-erp/help/integration/preparing-data-for-import-and-export-by-using-scenarios/create-a-csv-data-provider
section
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.
2026-02-19T17:09:06+01:00
# 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.
For more information: [Data providers - reference information](/visma-net-erp/help/integration/integration-windows/data-providers-sm206015/).
This procedure describes how to create a data provider that works with the records in a CSV file.
1. Review the file for which you need to create the data provider to identify the needed provider parameters (the delimiter that is used in the file and file encoding) and external data schema.
1. Go to the [Data providers - reference information](/visma-net-erp/help/integration/integration-windows/data-providers-sm206015/) window.
1. Create a provider and specify the following settings:
+ **Name**: The name of the provider. It usually describes the data you will transfer by using this provider, such as Import/Export Customers
+ **Data Type**: **CSV Provider** (PX.DataSync.CSVSYProvider)
1. Click . The system requires you to save the provider before you upload the file.
1. Drag and drop the file to the window, and refresh the window in your browser. The file is uploaded to the window. As an alternative to this step, to upload the source file to the window, in the title bar, click **Files**. In the **Files** dialog box that opens, click **Browse** to locate the source file. Select the file, and click **Open**. In the dialog box, click **Upload** to upload the file to the website; then close the dialog box.
1. On the **Parameters** tab, do the following to set the parameters of the data provider:
+ Check that the value of the **FileName** parameter is correct; it was filled in automatically when you uploaded the file.
+ As the value of the **Encoding** parameter, specify the encoding of the source file by selecting the proper encoding value from the drop-down list in the **Value** column of the table.
+ As the value of the **Delimiter** parameter, specify the delimiter that is used in the CSV file.
1. Open the **Schema** tab. In the **Source objects** area, select the **Active** check box for the only available object of the CSV provider to make the object available in integration scenarios. If you don't see an object on the **Source objects** area, click **Fill schema objects** in the toolbar of the **Source objects** area.
1. In the toolbar of the **Source fields** area, click **Fill schema fields**. The system displays the field names available in the file in this area. Make sure the **Active** check box is selected for all the fields of the file for which data will be imported or exported.
1. Click .
You have created a CSV data provider that you can use in an import or export scenario.
Related pages
Concepts
Windows
Create an Excel data provider
/visma-net-erp/help/integration/preparing-data-for-import-and-export-by-using-scenarios/create-an-excel-data-provider
section
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.
2026-02-19T17:09:06+01:00
# 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.
For more information: [Data providers (SM206015)](/visma-net-erp/help/integration/integration-windows/data-providers-sm206015/).
You use the [Data providers (SM206015)](/visma-net-erp/help/integration/integration-windows/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.
This procedure describes how to create a data provider that works with the records in
an Excel file.
## Create an Excel data provider
1. Review the data file for which you need to create the data provider to identify the external data schema. Open the file and review the available columns. Make sure that you understand how the names of the columns match the contents.
1. Go to the [Data providers (SM206015)](/visma-net-erp/help/integration/integration-windows/data-providers-sm206015/) window.
1. Create a provider with the following settings:
+ **Name**: The name of the provider, which usually describes the data you will transfer by using this provider, such as Import/Export AR Invoices.
+ **Data type**: **Excel provider** (PX.DataSync.ExcelSYProvider
The list of provider parameters becomes available on the **Parameters** tab, which contains one parameter: **FileName**.
1. Click . The system requires that you save the provider before you upload a file.
1. Drag and drop the file to the form, and refresh the window in your browser. The file is uploaded to the window. As an alternative to this step, to upload the source file to the window, in the title bar, click **Files**. In the **Files** dialog box that opens, click **Browse** to locate the source file. Select the file, and click **Open**. In the dialog box, click **Upload** to upload the file to the website; then close the dialog box. The **FileName** parameter is set to the name of the file that you have uploaded.
1. On the toolbar of the **Source objects** area of the **Schema** tab, select the **Active** check box for the needed object (which corresponds to a spreadsheet) to make the object available in integration scenarios.
1. On the toolbar of the **Source fields** area, click **Fill schema fields**. The system displays the fields available in the source file in this area. Make sure the **Active** check box is selected for all the columns of the file for which data will be imported or exported.
1. Repeat the previous two steps for all the objects (spreadsheets) and fields (columns) that you want to use for data import and export.
1. Click .
You have created an Excel data provider that you can use in an import or export scenario.
Related pages
Concepts
Windows
Create a Microsoft SQL data provider
/visma-net-erp/help/integration/preparing-data-for-import-and-export-by-using-scenarios/create-a-microsoft-sql-data-provider
section
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.
2026-02-19T17:09:06+01:00
# 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.
For more information: [Data providers (SM206015)](/visma-net-erp/help/integration/integration-windows/data-providers-sm206015/).
You use the [Data providers (SM206015)](/visma-net-erp/help/integration/integration-windows/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.
This procedure describes how to create a Microsoft SQL data provider that is used to
transfer data between Visma Net and a table of a Microsoft SQL Server database.
1. Review the columns of the database table for which you need to create the data provider to identify the external data schema.
1. Go to the [Data providers (SM206015)](/visma-net-erp/help/integration/integration-windows/data-providers-sm206015/) window.
1. Create a provider, and specify the following settings for it:
1. **Name**: The name of the provider, which usually describes the data you will transfer by using this provider.
1. **Data Type**: **MS SQL Provider**.
1. On the **Parameters** tab, do the following:
1. As the value of the **Server** parameter, specify one of the following:
+ The name of the computer where the Microsoft SQL Server instance is installed if you use the default instance of Microsoft SQL Server.
+ The name of the computer and the name of the Microsoft SQL Server instance if you use a named instance.
1. Specify the database name as the value of the **Database** parameter.
1. Specify the login and password for accessing the SQL Server instance and the type of authentication that is used by the SQL Server instance (either **SQL** or **Windows** ).
1. On the toolbar in the **Source objects** area of the **Schema** tab, click **Fill schema objects**. The system connects to the database, pulls the list of tables and views from it, and populates the **Source objects** tab with the schema objects that correspond to tables and views. If you don't see **Fill schema objects** in the toolbar, click , to display any buttons that do not fit on the toolbar.
1. Select the **Active** check box for the needed object. In the toolbar of the **Source fields** area, click **Fill schema fields**. The system displays the column headers available in the source database table. Make sure the **Active** check box is selected for all needed fields.
1. Repeat the previous step for all objects (SQL tables and views) that you want to import data to and export data from.
1. Click .
You have created a Microsoft SQL data provider that you can use in an import or export scenario.
Related pages
Concepts
Windows
Modify a file data provider
/visma-net-erp/help/integration/preparing-data-for-import-and-export-by-using-scenarios/modify-a-file-data-provider
section
You can use the Data providers (SM206015) window to modify existing data providers.
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# Modify a file data provider
You can use the Data providers (SM206015) window to modify existing data providers.
For more information: [Data providers (SM206015)](/visma-net-erp/help/integration/integration-windows/data-providers-sm206015/).
If the data source has changed, for example, if you have added a column to the
Excel file, you have to update the data provider.
To update the data provider,
you have to replace the file attached to the provider in the [Data providers (SM206015)](/visma-net-erp/help/integration/integration-windows/data-providers-sm206015/) window and update the
provider schema.
1. Go to the [Data providers (SM206015)](/visma-net-erp/help/integration/integration-windows/data-providers-sm206015/) window.
1. Select the provider that you want to modify, and in the window title bar, click **Files**.
1. In the **Files** dialog box, click **Edit** to the right of the file name.
Clicking **Edit** opens the [File maintenance (SM202510)](/visma-net-erp/help/management/management-windows/file-maintenance-sm202510/) window, which displays the details of the file attachment.
1. In the toolbar, click **Check out** to make the file unavailable to other users for editing while you are updating it. You may skip this step if no other users can work with this file simultaneously.
1. Click **Get latest version** in the toolbar, and download the file. Open the file and modify it. Save the edited version to your computer. You do not necessarily have to download the file first; you can just upload a new version and skip this step.
1. In the window toolbar of the [File maintenance (SM202510)](/visma-net-erp/help/management/management-windows/file-maintenance-sm202510/) window, click **Upload new version** to open the **File upload** dialog box, and upload the edited version of the file into the system. If you checked the file out, select the **Check in** check box to make the file available for editing to other users.
On the **Versions** tab, notice the list of
available file versions (see the screenshot below).
If necessary, you could
download or restore the needed file version. To download a file version,
select the needed version and click **View selected version** in the table toolbar.
Then you can upload the file
as a new version. To delete a file version, click **Delete row** in the table toolbar.
1. Close the [File maintenance (SM202510)](/visma-net-erp/help/management/management-windows/file-maintenance-sm202510/) window and the **Files** dialog box to resume work in the [Data providers (SM206015)](/visma-net-erp/help/integration/integration-windows/data-providers-sm206015/) window.
1. On the **Schema** tab, on the toolbar of the **Source fields** area, click **Fill schema objects**. The system updates the list of available objects. Make sure the **Active** check box is selected for all objects that you need to use for data import or data export.
1. For each active source object, select the object on the **Source fields** area and click **Fill schema fields** in the toolbar of the **Source fields** area. The system updates the list of available fields. Make sure the **Active** check box is selected for all fields that you need to use for data import or data export.
1. Click .
Related pages
Concepts
Windows
Link a file data provider to an existing file
/visma-net-erp/help/integration/preparing-data-for-import-and-export-by-using-scenarios/link-a-file-data-provider-to-an-existing-file
section
The file that should be used for creating the data provider may be already uploaded to Visma Net.
2026-02-19T17:09:06+01:00
# 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.
The file that should be used for creating the data provider may be already uploaded
to Visma Net.
In this case, you perform the steps described below.
You use the [Search in files (SM202520)](/visma-net-erp/help/management/management-windows/search-in-files-sm202520/) window to get the link of
the file you need to link to a file provider.
You then use the [Data providers](/visma-net-erp/help/integration/integration-windows/data-providers-sm206015/) window to create a provider
and specify the copied link on that window.
1. Go to the [Search in files (SM202520)](/visma-net-erp/help/management/management-windows/search-in-files-sm202520/) window.
1. In the **File name contains** field, type the name of the file that you need to link to a file provider and press Enter. The table in the lower right area contains the list of files matching the specified criteria.
1. For the needed file that appeared in the search results, click **Get file link**, and copy the internal link to the file from the **Attached file link** dialog box.
1. Go to the [Data providers](/visma-net-erp/help/integration/integration-windows/data-providers-sm206015/) window.
1. Create a data provider, and specify its name and type in the **Name** and **Data type** fields.
1. On the **Parameters** tab, set the **FileName** parameter value to the copied link.
1. On the **Schema** tab in the **Source objects** area, click **Fill schema objects**. The source objects appear on the tab. Select the **Active** check box for the needed object. In the **Source fields** area, click **Fill schema fields**. The fields have been retrieved from the file and appear on the tab. Make sure all fields are active.
1. Click .
You have created a file provider and linked it to a file that was uploaded to the
system earlier.
This provider can be used for importing or exporting records.
Related pages
Concepts
Windows