In Sage X3, data import can be carried out in multiple cases, the most common being during the migration of master data, transactions from another system before going into production, and also to globally update certain groups of data. In this entry, we will show you how to import such data.
In Sage X3 we must take into account two important aspects to import data, you can create new records or also make the update of the same. 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 it does not it will create it.
You can enable or disable the option in the template from: Parameterization > Usage > Imports /Exports
Importing accounting accounts into 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:
- Checking data in Sage X3
We will make a manual check of what data is required from the function to import GESGAC and also those that are not used in our common processes, the path of the function from the menu in Sage X3 is: All > Common Data > General Accounting Tables > General.
We capture a couple of records, and we can see that the required fields are
- Plan code
We will make a manual check of what data is mandatory. In addition to the mandatory data, we will include 2 fields because we consider them important:
- Short description
- Import model copy
We will select one of the models offered by Sage X3 for the import/export of various accounts, in Sage X3 GESAOE function from the menu: All > SetUp > Usage > Imports/Exports > import/export Templates
The model that we will use is GAC- General Accounts, a good way to work with it without changing the original values that Sage X3 offers us, is to make a copy of it adding a “Z” at the beginning of the name, likewise we have indicated a personalized description to the copied model.
We make sure that our copied model has the Export, Import and Authorized Update check marked, as well as the file structure indicated in the image.
- Adapt the ZGAC copy model
We adapt the model with the necessary fields by clicking on the points next to the indicator field and selecting the option Delete.
- Exporting reference data.
Using the GEXPOBJ function or from the menu: All > Usage > Imports/Exports > Exports, we make the export of the information using the ZGAC model.
The file of the export made will help us to have a reference of how to order our information to import.
- Sort the data to be imported.
We order the information, our example is very simple, we will include the list of various accounts.
Because of 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.
- Start with the import
We select the ZGAC model from the GIMPOBJ function or from the menu: All > Usage > Imports /Exports > Imports.
Once the file to be imported has been selected, click on OK
The loading time will depend on the amount of information included in our file.
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.
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.
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