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Data import in Sage x3

In Sage X3, the import of data can be given for multiple cases, the most common are usually during the migration of master data, transactions from another system before going to production and also to globally update certain groups of data. In this post, we will show you how to import such data.

How to import data into Sage X3

In sage x3 We must take into account two important aspects to import data: new records can be created or they can also be updated. The system will try to load the record through its identification code before creating it. If it finds it, it will update it and if not, it will create it.

You can enable or disable the option in the template from: Parameterization > Use > Imports /Exports

data import in sage x3

Importing ledger accounts in Sage X3

We will start from something very basic, we will import the various accounts (GESGAC function)

To do this we will follow the following steps:

1. Checking data in Sage X3

We will do a manual check about which data is mandatory for the function to import GESGAC and also those that are not used in our common processes. The function path from the menu in Sage X3 is: All > Base data > Accounting tables > Supplier.

We capture a couple of records, and we can see that the required fields are:

      1. plan code
      2. Bill
      3. Classification

data import in sage x3

In addition to the mandatory data, we will include 2 fields as we consider them important:

      1. Description
      2. Short description

2. Import model copy

We will select one of the models that Sage X3 offers us for the import/export of various accounts, in Sage X3 GESAOE function from the menu: All > Parameterization > Use> Imports/Exports > Import/export models.

data import in sage x3
The model that we will use is GAC- General Accounts. A good way to work with it, without changing the original values offered by Sage X3, is to make a copy of it by adding a "Z" to the beginning of the name, and we have also indicated a personalized description for the copied model.

data import in sage x3
We make sure that our copied model has the Export, Import and Authorized Update checkmarked. Also, that it has the file structure indicated in the image.
data import in sage x3

3. Adapt the copied model ZGAC

We adapt the model with the necessary fields by clicking on the dots next to the indicator field and selecting the option Suppress.
data import in sage x3

4. Export reference data

Using the GEXPOBJ function or from the menu: All > Use > Imports/Exports > Exports, we export the information using the ZGAC model.

data import in sage x3
The file of the export done will help us to have a reference of how to order our information to be imported.

data import in sage x3

5. Sort the data to import

We order the information, our example is very simple, we will include the list of various accounts.
Due to the type of editor we are using, before importing we must select all the fields of the file, click on Coding and select convert to UTF-8 and click on save.

data import in sage x3

6. Start with the import

We select the ZGAC model from the GIMPOBJ function or from the menu: All > Use > Imports /Exports > Imports.

data import in sage x3
Once the file to import is selected, click OK.

data import in sage x3
The loading time will depend on the amount of information included in our file.

data import in sage x3
Once the time has elapsed, the system will give us a detail of the result of the load. In our example we have had no errors.

data import in sage x3
As a last step, we will check the information that has been imported, using the GESGAC function. In this case, 258 accounting accounts have been imported.

data import in sage x3

 
 

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