The ADP Import Analysis Field Values feature allow mass import of analysis field values for certain entities in Sage 200 that support analysis fields (such as Customer, Supplier, Purchase Orders).
Please Note: The feature will not set up new and configure analysis fields for the entity (that must have been performed manually in the appropriate screen,) but will allow the selected analysis field values to be mass updated for the entity.
Source File contains the path to the Excel file that contains the source data. This should be an Excel file with the data being imported on the first worksheet. You can browse to the file via the browse button.
First row has column headers option:
If the worksheet has column names on the first row, then select this option to prevent the system attempting to import the column names as values.
Output Log To:
The Output Log To contains the path to the directory where the system will output the log file to.
Import Entity Mappings
Is where the user maps the Excel sheet columns to the selected Entities analysis fields.
The Entity Types that have analysis fields on your Sage system. Select which type of entity you are updating, the following examples are for a Customer.
Use the reload button to repopulate the Entity Mappings Grid
Entity Mappings Grid
The above example is for the import of Customer Analysis Field Values. The Grid list each of the columns in the source spreadsheet in the specified Source File.
If the Use column check box is checked, then this column of the spreadsheet will be used in the data import.
The Source Column of the spread sheet. If the Column Headers option is checked this will display the first row value as a column header. If not, the column number will be used i.e. Column 1
The Sample column gives the first row of the spreadsheet data (to help decide which columns are being imported).
Sage Mapping Column
The Sage Mapping column contains a drop down list of the Analysis Fields for the selected entity (plus the necessary identifier for the entity instance e.g. for customer the A/C Reference.) The user selects which field the source column maps to.
From the above example, we can see that the source file column A/C will be used in the import to map to the Customer Account Reference Field and the source column AREA will map to the Customer Analysis Field Area.
As the import is running, the Import Status will display each step.
Once the Import button is clicked, the application will ensure that the necessary field mapping have been set.
The system then parses down through the Excel sheet. The field mappings are used to identify the data to be updated. For our Customer example the column that maps to the A/C Reference will be used to find which customer is being updated. The other mappings are then used to update the values for the Customer e.g. for Customer AB002, their Area analysis field will be changed to Co. Silgo.
For more information please contact us.
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