Import External Data
Access
Use this routine to import data into STORIS from
an external source, for example tax
information from a third-party software provider. You specify
a provider, an import type, and an external file. Once these fields contain
valid responses, click on Save to begin the import process.
Once you click Save, the data import process begins.
When finished, a message appears indicating the number of
files processed,
records rejected, and
records updated.
Once you
click on Save, if the process requires further information, additional
windows may appear in which you enter the additional information. For
example, if importing tax information, the Select
State Screen may appear. If importing product data, the Select
and Configure a Vendor for Import screen may appear.
In addition to running the import process on demand using this screen,
you also have the option of running the process automatically. Use the Schedule
a Process screen to schedule the week day and time for the
automatic import.
Database The name of the account you
are logged into displays in this field and you cannot edit it.
Import Provider
Import Type
Import FileEnter
the full path and file name of the file containing the data to import.
If you click on the Action button, the Windows® Data File to Convert window
appears via which you can select a file from your PC.
Export File