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Exact Globe+   
 

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.

  1. Go to the control panel.
  2. In the Control Panel screen, select Scheduled Tasks.
  3. Click Create Basic Task under the Actions section.
  4. Type a name for the task at Name, and then click Next.
  5. Select how often you want the task to be performed, and then click Next.
  6. 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.
  7. Select the action that you want the task to perform, and then click Next.
  8. At Program/script, click Browse.
  9. Go to C:\Program Files\Exact Globe+\bin, select Exact.XML.Launcher.exe, and then click Next.
  10. 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.
  11. The import parameter is as follows:
  12. 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.

  13. 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.
  14. 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:  Date: 14-02-2022
 Release:  Attachment:
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