5.04. Resource Import

1. Import Structure

• This must be defined in the Import Loader Format window, found in System Admin -> Data -> Data Import, using the I_Resource_SO_I_Resource_SO_ID table.

• In the Format Field tab, you must select from the list of available columns, all those that will make up the file to be imported (all the columns in the Resource table).

2. Import File - mapped on the import structure created at point 1.

• The import file needs to be mapped correctly to the import structure defined above.

• The format of the file needs to be CSV.

3. Temporary Import

• System Admin -> Data -> Data Import -> Import File Loader.

• Select the file constructed at step 2 and the import format from step 1.

  • Press the Process button.

4. Actual Import from Temporary Table

• System Admin -> Data -> Data Import -> Resource Import.You can click on the Resource Import button from any line.

• Import Options:

  • • Delete old/existing records - this option erases all the records in the Resource Import window;

    • Delete old imported records - this will erase all the records that have Yes in the Imported field;

    • Only Validate Data - the imported data are verified, but not imported. The verification will return the OK message, or other error messages if the data are not correct;

    • <None> - only the data import will be done.

The imported data will be visible in the Resource window.