Vorlage:Video-Envoria-Daten-Import-Englisch

The explanation of each step in detail

How to add a new Import definition of Envoria in the Data import manager:

• Set an Import definition according to which you want your data to be inserted into MeetingPoint. In the "*Content" ribbon, select the "Data import manager" button in the "Data import" group.

• The Data import manager opens.

• Select the "Create" button in the "Import definition" group. A dialog appears.

File selection

• In the dialog you have the option to select a data source from which the data should be imported. By clicking on the menu under "Data source" you get to the "Select data source" dialog. By clicking on the "Envoria" button you can select Envoria data as the source and then confirm with "OK". In the Ranges Details you can add further meta information to the Import definition. An existing key date in the firesys MeetingPoint can be used as the target for your data or a new one can be defined at this point.

• Clicking on "Next" takes you to the "File settings" tab.

File Settings

• Determine if there are column headers in the import file. If this is the case, the option will not transfer the first line of the file. Furthermore, the column separator must be specified so that firesys can correctly recognize and transfer the records.

• In the Ranges "Number format" the decimal separator and the thousands separator of the import file is set.

• Clicking on "Next" will take you to the "Assignment & Options" tab.

Assignment & Options

• In the Ranges "Column Mapping and Preview" the records have to be structured. The Ranges contains the live view of the import options. To import the data into firesys MeetingPoint the columns of the import file must be defined. There are four types for the data columns to choose from:

  • Account

  • Designation

  • Value

  • Comment

• The Account, Designation and Value columns are mandatory for the Data import; the Comment column is optional. All columns can be assigned only once.

• The "Import options" Ranges can be used to create additional options that will be applied when importing the data. Using these options, the data can be modeled and then transferred to the firesys MeetingPoint.

• In the video, an option is created that the account values should be divided by 1 million during the transfer.

• There are more options, the choices depend on the "target column"

• If you want to work with multiple import options the order in which the options should be applied must be defined.

• Clicking on "Complete" will take you to the Data import manager. The created Import definition is now available to you.