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.
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
- organizationPartyId(String) -- see above. If no organization party ID is supplied, the GL accounts will still be imported, but they will not be associated with your organization.
- IMPORTANT NOTE: This only imports a chart of accounts and associates with with your organization. It does not configure how the general ledger account will be used. For example, you can import account 12345 into the system this way, but the system will not know that it is your accounts receivable account unless he later configure it to be so.
- Order Import
- calculateGrandTotal(Boolean) -- Whether the system should recalculate the grand total of your orders after importing them.
- companyPartyId(String) -- Same as organizationPartyId from above.
- importEmptyOrders(Boolean) -- Whether empty orders, or those without any order items, should be imported.
- prodCatalogId(String) -- product catalog ID for sales orders, if you wish to set them as they are being imported.
- productStoreId(String) -- Product store ID for sales orders.
- purchaseOrderShipToContactMechId(String) -- A contactMechId identifying the PostalAddress entity that purchase orders should be shipped to.
- reserveInventory(Boolean) -- Whether inventory for the imported sales orders should be reserves in the warehouse.
- IMPORTANT NOTE: Orders are complex, and additional setup and configuration are most likely required before they can be imported successfully into the system.
- All Imports
- Run Synchronously: Whether imports should run synchronously, which would start immediately as you wait for it, or whether it should be scheduled to be run later.
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.)