Data Import Main Screen

This is the main screen of the data import application. As of opentaps 1.5M1, it is divided into three sections.

Importing Data

The first section shows the bridge tables for importing data into opentaps. The list shows each rich table, the number of entries processed, and the number of entries not processed.

The [Import] button starts the service to import the data. You may be prompted for additional parameters related to this data import. Currently, the following import parameters are required:

• Customer Import
  • arGlAccountId(String) – GL account to post customers' accounts receivable balance, 120000 for Accounts Receivable by the default ledger.
  • initialResponsiblePartyId(String) -- the partyId of the user who will be initially responsible for the customers. You can use "admin" if you do not have any other users.
  • offsettingGlAccountId(String) -- GL account to offset your customers' accounts receivable balance postings. If you did not set up a special one, you can use 300000 for shareholders equity.
  • organizationPartyId(String) –- party ID for your organization in the system. If you do not have a special setup, "Company" is usually the one used.
• Suppliers Import
  • organizationPartyId(String) -- see above.
• Products Import
  • goodIdentificationTypeId1(String) and goodIdentificationTypeId1(String) -- if your products have special ID codes, such as ISBN, SKU, ASIN for Amazon, etc., you can fill those into the spreadsheet, and then enter the goodIdentificationTypeId for your special ID code. Otherwise, leave these blank.
• Inventory Import
  • inventoryGlAccountId(String) -- GL account to edit the value of the inventory you have imported. 140000 for Inventory in the default letter.
  • offsettingGlAccountId(String) -- GL account to offset your Inventory postings. If you did not set up a special one, you can use 300000 for shareholders equity.
• General Ledger Accounts Import

When you import data this way, the system will process all the entries that it can, and then fill in an error message for the entries that cannot be processed.

The [Report] button generates a report which shows the results for each entry. It will display the entry's key data, such as product ID or customer name, the status of importing this entry, and an error message if applicable. This report can be used to help figure out problems with your data.

Upload a File

Here you can upload your data from an Excel spreadsheet into the bridge tables, which can then be imported into opentaps. An example of this spreadsheet format is provided in opentaps/dataimport/data/xls/OpentapsImport.xls. On this spreadsheet, separate tabs are used for different types of data. Follow the spreadsheet format exactly. Do not change the names of any of the tabs, as that's what the system we used to know way the data is.

Copy Ledger Setup

This last section allows you to copy the general ledger setup to one of your organizations from an existing template. The general ledger templates must be defined in the system already. The "to organization" must be an internal organization without a general ledger setup (no PartyAcctgPreference defined.)