Master data imports
As an alternative to synchronizing master data with the previous procedure, a master data import is provided here as of EASY Invoice 4.4.0.
With this import, the following tables can currently be updated in the InvoiceControlDB. The update is performed using provided DataTools, which are called one after the other.
|
Table |
Name of CSV-Datei |
Data Tool UUID |
template file |
|
vendor |
Vendor.csv |
de.easy.srs.import.masterData.Vendor |
|
|
costcenter |
CostCenter.csv |
de.easy.srs.import.masterData.CostCenter |
|
|
costunit |
CostUnit.csv |
de.easy.srs.import.masterData.CostUnit |
|
|
impersonalaccount |
ImpersonalAccount.csv |
de.easy.srs.import.masterData.ImpersonalAccount |
|
|
DataTools |
|
|
When editing the CSV files in Excel, make sure that the CSV is read in correctly. If necessary, the CSV must be checked in Notepad++ or similar editor afterwards and before uploading to Documents.
The CSV file must be of UTF-8 type.
The DataTools datatools-masterdataimport.txt must be imported and the target service (Data Source Name etc.) must be adapted or checked accordingly. The template files must be filled with suitable master data and uploaded to the Master Data Import folder.
Already existing files will be overwritten. Files with names other than those specified in the table are skipped.
After saving the folder, you can start the import by clicking the "Import master data" button. Information about the import process is displayed on the folder cover.
The example also shows the result in an error case.