Use Sage 100 Visual Integrator to Import Data into Business Framework Data – Import and Export

The main purpose of importing data into any software when starting new with it is to reduce the amount of time and effort that is required for the initial setup and arrangement of data. Sage 100 allows users to import contact, product, and service records.

What is Sage 100 Visual Integrator- Import and Export

A visual Integrator is a tool that helps with the tedious daily functions of importing the data instead of somebody manually entering it. This reduces the risk of error while increasing efficiency. More than just an import and export tool visual integrator is a robust integration interface to your critical accounting data.

Ways to Use Sage 100 Visual Integrator Import Data into Business Framework Data Hassle-free

Here’s an example where you will be creating a GL_Import  by using the Visual Integrator tool. The process is shown below:

• Select “Import Job Maintenance” as highlighted in Figure 1.

Ways I

• “V/I Import Job Selection” dialog box will appear.
• Here enter “Job Name” (GLIMPORT) and select “Table Name” (as GL_Acount) from the “Table List” dialog box and click “Accept” as shown.

Ways II

• Since GLIMPORT is a new job click “yes” and the “Import Job Maintenance” dialog box would appear.
• In the “Configuration Tab” select the File Type from the available options.

Ways III

• After selecting File Type as “ODBC Data Source” select Data Source and enter the name of the table.
• Next, go to the Data tab and select the field names.
• Double click on each file, In case you want to make changes.
• Once you double-click “Import Field Properties” a dialog box appears as shown.

Ways IV

• Once the required changes are done you are ready to Run the job created.
• So click on “accept”; a dialog box appears asking you to execute the job created, click “Yes” to continue.
• Next, click on “Test” to start importing the tables.
• In the end, an Import Summary will appear as shown in figure 5.
• You can also view the job log.

Ways V

By following the above-mentioned points you can successfully import data files by using Visual Integrator.

In the configuration tab if “Header Separate From Line Record”  is not selected, then you need not define anything in the “Record” tab except for the “Skip Record” which is needed to skip records in the source files. Skip Source Data Truncation can be selected under two scenarios-

•   When you are Importing GL Account numbers which not longer than 9 characters including the “-” separators
•   When you are Importing descriptions over 30 characters.

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