Scheduling an import function
Introduction
Importing data is a quick and efficient way to get financial data into your administration. Nevertheless, there is always a manual action needed to start the import. However, you can also start the process automatically via a scheduled task. With scheduled tasks, you can import and export data automatically.
Description
The steps below show how a scheduled task is created to import details of the debtors.
-
Go to the control panel.
-
In the Control Panel screen, select Scheduled
Tasks.
-
Click Create Basic Task under the Actions
section.
-
Type a name for the task at Name, and
then click Next.
-
Select how often you want the task to be performed,
and then click Next.
-
Define the start time, start date, and other
details for the task. The details of the task depend on the option selected in
the previous screen. Click Next.
-
Select the action that you want the task to
perform, and then click Next.
-
At Program/script, click Browse.
-
Go to C:\Program Files\Exact Globe+\bin, select Exact.XML.Launcher.exe,
and then click Next.
Once you click Finish, the scheduled task
will be created. When the task is executed, it will only start the Exact.XML.Launcher.exe
application and nothing will be imported. To import data, you will have to use
parameters such as the following:
-
-r — Name of the server
-
-D — Database in which you want to import the data
-
-u -~ — System parameter
-
I — 'I' is for import, and 'E' or 'X' is for export
-
-URL — You have to select the location of the URL or the import file
-
-T — This is the subject. You can import data from the following subjects
-
Glaccounts
-
Creditors
-
Glentries
-
Exchangerates
-
Assets
-
Contracts
-
Items
-
Itemprices
-
Orders (order type = V)
-
Invoices
-
Purchaseorders (order type = B)
-
Quotations
-
Productionorders
-
Resources
-
Payrollresources
-
Projects
-
Payrollcomponenttypes
-
Accounts
-
OPT18 — This allows the users of Exact Synergy Enterprise to import free fields, images, or notes based on the sum of the number such as the following:
-
2 = Notes
-
4 = Images
-
16 = Free fields
-
18 = 16 + 2 which means notes and free fields will be imported
-
-EXTfipCreateMasterData — To create master data during import. You can type “-EXTfipCreateMasterData=True” to create master data or “-EXTfipCreateMasterData=False” if you do not want to create the master data during import.
-
-OAuto — Silent mode whereby the task is automatic and no messages will be displayed.
- The import parameter is as follows:
Exact.XML.Launcher.exe-r<server> -D<importing database> -u -~ I
-URL<path and file name that import from> -T<Topic> -OPT
-OAuto
The following command prompt is an example of importing debtors into database 200. This database server is called “022su500-01” and master data is created.
Exact.XML.Launcher.EXE -r022su500-01 -D200 -u -~ I -URLC:\debitr.xml -Tdebtors –EXTfipCreateMasterData=True -Oauto
Note: You will have to change the variables (in red font) to your own data.
- The command prompt that you have created in Step 11 has to be added to the shortcut in the scheduled task. Once you have defined the command prompt, the data will be imported based on the scheduled time that you have defined in Step 6.
- You can check the results of the imported data at XML ➔ Other import ➔ Results in Exact Globe+. If an error is displayed, you can view the error by selecting the line and clicking Open.
Warning: Be careful of the dangers of automatic imports. Remember that this task is always performed without user interaction. Make sure that you have proper procedures in place to check the results of the performed tasks as this will prevent wrong data from being exported and imported.
Menu path
|
Filter Name
|
Parameters
|
|
XML ➔ Financial
import ➔ General
ledger accounts
|
GLACCOUNTS
|
GL accounts
|
GLAccountsFrom - GLAccountsTo
|
XML ➔ Financial
import ➔ Accounts
payable
|
CREDITORS
|
Creditor code
|
CrdcodeFrom – CrdcodeTo
|
Date modified
|
SysModifiedFrom – SysModifiedTo
|
Active
|
status_A
|
Blocked
|
status_B
|
Inactive
|
status_E
|
Pilot
|
status_P
|
Reference
|
status_R
|
Passive
|
status_S
|
XML ➔ Financial
import ➔ Accounts
receivable
|
DEBTORS
|
Debtor code
|
DebcodeFrom - DebcodeTo
|
Date modified
|
SysModifiedFrom – SysModifiedTo
|
Active
|
status_A
|
Blocked
|
status_B
|
Inactive
|
status_E
|
Pilot
|
status_P
|
Reference
|
status_R
|
Passive
|
status_S
|
Main division
|
excludeMainDivision
|
XML ➔ Financial
import ➔ Financial
entries
|
GLENTRIES
|
Year
|
Year
|
Period
|
PeriodFrom - PeriodTo
|
Journal
|
JournalFrom - JournalTo
|
Entry number
|
EntryFrom - EntryTo
|
Void entries
|
Void
|
Header lines amount
|
mutCheckHdrAmt
|
XML ➔ Financial
import ➔ Transactions
|
GLTRANSACTIONS
|
Year
|
Year
|
Period
|
PeriodFrom - PeriodTo
|
Journal
|
JournalFrom - JournalTo
|
Entry number
|
EntryFrom - EntryTo
|
Void entries
|
Void
|
Header lines amount
|
mutCheckHdrAmt
|
XML ➔ Financial
import ➔ Budgets
|
BUDGETS
|
Budget scenario
|
ScenarioFrom - ScenarioTo
|
Financial year
|
Year
|
Project
|
Project
|
Assets
|
Asset
|
Overwrite
|
Overwrite
|
XML ➔ Financial
import ➔ Exchange
rates
|
EXCHANGERATES
|
-
|
-
|
XML ➔ Financial
import ➔ Assets
|
ASSETS
|
Group
|
AssetgroupFrom - AssetgroupTo
|
Item
|
ItemcodeFrom - ItemcodeTo
|
Serial number
|
AssetcodeFrom - AssetcodeTo
|
Start date
|
StartDateFrom - StartDateTo
|
Active
|
StatusActive
|
Depreciated
|
StatusDepreciated
|
Blocked
|
StatusBlocked
|
Sold
|
StatusSold
|
Inactive
|
StatusExit
|
XML ➔ Financial
import ➔ Contracts
|
CONTRACTS
|
Serial/batch number
|
SerialNumber
|
Accounts
|
AccountCodeFrom - AccountCodeTo
|
Classification
|
ClassificationFrom - ClassificationTo
|
Items
|
ItemCodeFrom - ItemCodeTo
|
Start date
|
StartDateFrom - StartDateTo
|
Date modified
|
DateModifiedFrom - DateModifiedTo
|
Active
|
chkActive
|
Passive
|
chkPassive
|
Pilot
|
chkPilot
|
Blocked
|
chkBlocked
|
Reference
|
chkReference
|
Inactive
|
chkExit
|
Active
|
StatusActive
|
Inactive
|
StatusInactive
|
Reseller
|
Reseller
|
Detailed Information
|
CustomerDetails
|
Person
|
fipResource
|
Your Ref
|
fipYourRef
|
Description
|
fipDescr
|
Shipping via
|
fipDelMeth
|
Payment method
|
fipPayMeth
|
Payment condition
|
fipPayCon
|
Selection code
|
fipSelCode
|
Warehouse
|
fipWarehouse
|
XML ➔ Logistic
import ➔ Items
|
ITEMS
|
Item code
|
ItemFrom - ItemTo
|
Item group
|
AssortmentFrom - AssormentTo
|
Warehouse
|
Warehouse
|
Price list assortments
|
mutPricelistAssortments
|
XML ➔ Logistic
import ➔ Item
prices
|
ITEMPRICES
|
Item
|
ItemcodeFrom - ItemcodeTo
|
Pricelist
|
Pricelist
|
Warehouse
|
Warehouse
|
XML ➔ Logistic
import ➔ Sales
orders
|
ORDERS
|
Sales order
|
OrdernrFrom - OrdernrTo
|
Sales order date
|
OrderDateFrom - OrderDateTo
|
Customer
|
Debcode
|
Entered
|
status_e
|
Authorised
|
status_a
|
Processed
|
status_p
|
Update
|
FipUpdFulfillDate
|
XML ➔ Logistic
import ➔ Sales
invoices
|
INVOICES
|
Sales invoice
|
InvoiceNrFrom - InvoiceNrTo
|
Invoice date
|
OrderDateFrom - OrderDateTo
|
Customer
|
Debcode
|
Direct invoice
|
InvoiceType_B
|
Credit note
|
InvoiceType_C
|
Commission invoice
|
InvoiceType_I
|
Sales invoice
|
InvoiceType_V
|
XML ➔ Logistic
import ➔ Purchase
orders
|
PURCHASEORDERS
|
Purchase order
|
OrdernrFrom - OrdernrTo
|
Purchase order date
|
OrderDateFrom - OrderDateTo
|
Supplier
|
Crdcode
|
Entered
|
status_e
|
Authorised
|
status_a
|
Processed
|
status_p
|
Update
|
FipUpdFulfillDate
|
XML ➔ Logistic
import ➔ Quotations
|
QUOTATIONS
|
Quotation
|
OrdernrFrom - OrdernrTo
|
Quotation date
|
OrderDateFrom - OrderDateTo
|
Customer
|
Debcode
|
Entered
|
status_e
|
Authorised
|
status_a
|
Processed
|
status_p
|
XML ➔ Logistic
import ➔ Production
orders
|
PRODUCTIONORDERS
|
Project code
|
PrProjectFrom - PrProjectTo
|
XML ➔ Logistic
import ➔ Internal
use
|
INTERNALUSES
|
Person
|
HumResIDFrom - HumResIDTo
|
Cost centre
|
CCFrom - CCTo
|
Date
|
DateFrom - DateTo
|
Warehouse
|
WarehouseFrom -WarehouseTo
|
Open
|
fipOpen
|
Authorised
|
fipAuthorized
|
Rejected
|
fipRejected
|
Fulfilled
|
fipFulfilled
|
XML ➔ Other
import ➔ People
|
RESOURCES
|
Cost centre
|
CostcenterFrom -CostcenterTo HumResIDFrom -
HumResIDTo
EmpDateFrom - EmpDateTo
WorkSchedule
|
Person
|
Employment date
|
Schedule
|
XML ➔ Other
import ➔ Payroll
component
|
PAYROLLCOMPONENTTYPES
|
Component
|
ComponentCodeFrom - ComponentCodeTo
|
XML ➔ Other
import ➔ Projects
|
PROJECTS
|
Project
|
ProjectFrom - ProjectTo
|
Start date
|
StartDateFrom - StartDateTo
|
Proposed
|
StatusProposed
|
Active
|
StatusActive
|
Blocked
|
StatusBlocked
|
Completed
|
StatusCompleted
|
XML ➔ Other
import ➔ Payroll
data
|
PAYROLLRESOURCES
|
PayrollYear
|
PayrollYearFrom - PayrollYearTo
|
Period
|
PeriodFrom - PeriodTo
|
Cost centre
|
CostCenterFrom - CostCenterTo
|
Person
|
HumResIDFrom - HumResIDTo
|
Components
|
ComponentCodeFrom - ComponentCodeTo
|
Date
|
DateFrom - DateTo
|
Payroll component
|
PayrollDataOnly
|
GL account
|
GLAccount
|
Creditor
|
Creditor
|
Synchronize
|
Synchronize
|
XML ➔ Other
import ➔ Accounts
|
ACCOUNTS
|
Account
|
cmp_codeFrom - cmp_codeTo
|
Date modified
|
SysModifiedFrom - SysModifiedTo
|
Classification
|
AcctClass
|
Associate
|
type_A
|
Customer
|
type_C
|
Lead
|
type_L
|
Prospect
|
type_P
|
Reseller
|
type_R
|
Supplier
|
type_S
|
Suspect
|
type_T
|
Active
|
status_A
|
Blocked
|
status_B
|
Inactive
|
status_E
|
Pilot
|
status_P
|
Reference
|
status_R
|
Passive
|
status_S
|
XML ➔ Other
import ➔ Payroll
entries
|
PAYROLLTRANSACTIONS
|
Payroll year
|
PayrollYearFrom -PayrollYearTo
|
Period
|
PeriodFrom - PeriodTo
|
Cost centre
|
CostCenterFrom - CostCenterTo
|
Person
|
HumResIDFrom - HumResIDTo
|
XML ➔ Other
import ➔ Hour
entries
|
HOURENTRIES
|
Year
|
Year
|
Period
|
PeriodFrom - PeriodTo
|
Journal
|
JournalFrom - JournalTo
|
Entry number
|
EntryFrom - EntryTo
|
Void entries
|
Void
|
Header lines amount
|
mutCheckHdrAmt
|
XML ➔ Other
import ➔ Absence
|
ABSENCES
|
Cost centre
|
CostcenterFrom - CostcenterTo
|
Person
|
HumResIDFrom - HumResIDTo
|
Start date
|
StartDateFrom - StartDateTo
|
|
|
|
|
|
Limitation
Some of the parameters such as SysmodifiedFrom, SysmodifiedTo,
DateModifiedFrom, and DateModifiedTo cannot be filtered by using
the -EXT extension in the File Option filtering feature.
Main Category: |
Attachments & notes |
Document Type: |
Support - On-line help |
Category: |
|
Security level: |
All - 0 |
Sub category: |
|
Document ID: |
10.841.666 |
Assortment: |
Exact Globe+
|
Date: |
14-02-2022 |
Release: |
|
Attachment: |
|
Disclaimer |