Difference between revisions of "Getting started - Data Import"
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== What is a Template? == | == What is a Template? == | ||
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A template tells Platinum: | A template tells Platinum: | ||
*What information you want to import. | *What information you want to import. | ||
| − | *Which part of the system you want to import data into e.g. the Stock File, the Vehicle Stock File, the Accounts Transaction File etc. | + | *Which part of the system you want to import data into e.g. the "Stock File", the "Vehicle Stock File", the "Accounts Transaction File" etc. |
| − | *Where the file is that holds the data you are importing. | + | *Where the file is that holds the data you are importing. |
| − | *Which fields within the chosen system you are importing data into e.g. Stock Code field, Stock Description field, Account Name etc. | + | *Which fields within the chosen system you are importing data into e.g. "Stock Code" field, "Stock Description" field, "Account Name" etc. |
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== Process == | == Process == | ||
To create a data import template select the "Data Import" option from the main menu. | To create a data import template select the "Data Import" option from the main menu. | ||
This will take you to a screen where you can search for existing Data Import templates or create a new one. | This will take you to a screen where you can search for existing Data Import templates or create a new one. | ||
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=== Template Code === | === Template Code === | ||
{{Note|text=Each template should have a unique code e.g. {{DataValue|001}} or {{DataValue|STO}} (max. 3 character).}} | {{Note|text=Each template should have a unique code e.g. {{DataValue|001}} or {{DataValue|STO}} (max. 3 character).}} | ||
| − | *Enter a code for the template and tap {{KeyPress|Enter}} | + | *Enter a code for the template and tap {{KeyPress|Enter}}. |
| − | *Enter a description for the template e.g. {{DataValue|Stock File Import}} | + | *Enter a description for the template e.g. {{DataValue|Stock File Import}}. |
=== Destination === | === Destination === | ||
{{Note|text=The Destination is the file you want to import data into. [[Data Import Destinations|Click here]] to view a list of possible destinations.}} | {{Note|text=The Destination is the file you want to import data into. [[Data Import Destinations|Click here]] to view a list of possible destinations.}} | ||
| − | *Tap {{KeyPress|Shift-F2}} to view a list of destinations then tap the {{KeyPress| | + | *Tap {{KeyPress|Shift-F2}} to view a list of destinations then tap the {{KeyPress|Up}}/{{KeyPress|Down}} key to scroll through the list and tap {{KeyPress|F2}} to select the desired one. |
*Alternatively type in the destination file code. | *Alternatively type in the destination file code. | ||
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{{Note|text=A variable tells the system which field to look at e.g. there is a variable for the Stock Code field, the Account Code field, the Vehicle Model field etc. Each field within a Destination File, which you can import data into, has a variable. The actual variable code will vary between Destination Files so for further information on Variables available for each Destination File [[Data Import Destinations|click here]].}} | {{Note|text=A variable tells the system which field to look at e.g. there is a variable for the Stock Code field, the Account Code field, the Vehicle Model field etc. Each field within a Destination File, which you can import data into, has a variable. The actual variable code will vary between Destination Files so for further information on Variables available for each Destination File [[Data Import Destinations|click here]].}} | ||
*Select a variable by typing in the variable number or: | *Select a variable by typing in the variable number or: | ||
| − | ** | + | **Press {{KeyPress|F1}} or {{KeyPress|S-F1}} to cycle through the possible fields you can import into in the chosen destination file. |
| − | **Alternatively tap | + | **Alternatively tap {{KeyPress|F2}} to view a list of the available fields, use the <arrow up>/<arrow down> key to browse the list and tap {{KeyPress|F2}} to select the variable. |
Tap {{KeyPress|Enter}} to move to the options column. | Tap {{KeyPress|Enter}} to move to the options column. | ||
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=== Options === | === Options === | ||
| − | {{KB_Tags|Data, Import, Create, Creating}}{{KB_IM | + | {{Guide}}{{KB_Tags|Data, Import, Create, Creating}}{{KB_IM}} |
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Revision as of 10:50, 10 October 2008
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This article or section is under development. Be aware: Content will change as the document progresses. |
Contents
Summary
The following article explains how to create a data import template so that you are able to import data files into the system
What is a Template?
A template tells Platinum:
- What information you want to import.
- Which part of the system you want to import data into e.g. the "Stock File", the "Vehicle Stock File", the "Accounts Transaction File" etc.
- Where the file is that holds the data you are importing.
- Which fields within the chosen system you are importing data into e.g. "Stock Code" field, "Stock Description" field, "Account Name" etc.
Process
To create a data import template select the "Data Import" option from the main menu. This will take you to a screen where you can search for existing Data Import templates or create a new one.
Template Code
 | Each template should have a unique code e.g. '001' or 'STO' (max. 3 character). |
- Enter a code for the template and tap <Enter>.
- Enter a description for the template e.g. 'Stock File Import'.
Destination
| The Destination is the file you want to import data into. Click here to view a list of possible destinations. |
- Tap <Shift-F2> to view a list of destinations then tap the <Up Arrow>/<Down Arrow> key to scroll through the list and tap <F2> to select the desired one.
- Alternatively type in the destination file code.
Source File
| The Source File is the file containing the data you wish to import. Your Source file will usually contain a series of records. A record is each line or lines of information relating to the same Stock Code, Vehicle, Account etc. The Data Import program can read most Plain Text files e.g. '.CSV' (Comma Separated Variable) files and '.TXT' (Text) files. |
- Enter the name of, and if necessary the Path to, the file which holds the data to be imported e.g. 'C:\STOCKFILE.CSV'.
- If you need to find a file tap <Ctrl+F1> and search for the file using the explorer window.
Tap <Enter> to move to the template import configuration.
Variables
| A variable tells the system which field to look at e.g. there is a variable for the Stock Code field, the Account Code field, the Vehicle Model field etc. Each field within a Destination File, which you can import data into, has a variable. The actual variable code will vary between Destination Files so for further information on Variables available for each Destination File click here. |
- Select a variable by typing in the variable number or:
- Press <F1> or <Shift+F1> to cycle through the possible fields you can import into in the chosen destination file.
- Alternatively tap <F2> to view a list of the available fields, use the <arrow up>/<arrow down> key to browse the list and tap <F2> to select the variable.
Tap <Enter> to move to the options column.
Options
