Define Import Specifications

You can define import specifications using the user interface.

Define Import Specifications - the General Tab
On this tab you can create new import specifications or edit existing specifications.
Copy an Import Specification
You can copy an import specification.
Defining Import Specifications - the Filters Tab
The filter determines what rows to include or ignore when performing the import.
Define Import Specifications - the Operation Templates Tab
On this tab you can define new operation templates or edit existing templates.
Define Import Specifications - the Variables Tab
Variables contain information that will remain constant for one scan of the import specification. Variables can be taken from within the file or outside the file. For example, the variable &PERIOD could be entered by the user at a prompt, taken from the file name, a specific row and column of the file and so on. Variables once defined, can be used in the definition of fields, operation templates and other variables. Variables can also be created to scan the file a specified number of times. Please note that only one such variable can be defined per import specification.
Define Import Specifications - the Fields (1) Tab
This is the first of two tabs for fields. Here you define the fields where data is saved or processed.
Define Import Specifications - the Fields (2) Tab
You can use this tab to define fields based on the fields in the Fields (1) tab.
Define Import Specifications - the Delete Tab
In this tab you can define which forms or extended dimensions should be deleted before new values are imported.
Define Import Specifications - the Distribute Accounts Tab
In this tab you can define how to copy one particular value in the import file to several accounts.
Generate Reports of Import Specifications - the Specification Tab
You can generate reports of import specifications.
Generate Reports of Import Specifications - the Lookup Tables Tab
Follow the next steps to enter the data on the Lookup Tables tab to generate reports.
Available Operations for Import Specifications
The following table contains a list of available operations when defining import specifications. The operations are in upper case letters and the arguments in lower case letters:
Example: Creating an Import Specification
This section describes a practical example of how to create an import specification step by step.

Parent topic: Import Specifications