Loading structure to the Integration database

Ensure you are logged in as an administrator.

  1. Select Application Configuration > General Settings > Base Data Store Integration.
  2. Select the source system base data store from the Data Source Name list.
  3. Click Connect.
  4. In the structure configuration section, click Select Entity. Highlight the entity or entities from the source system for import.
  5. Click Select Accounting Chart. Select the Accounting Chart from the source system for import. You can select only one Accounting Chart.
  6. Proceed through the rest of the dimensions and make selections from the source system. Available selections are based on the Entity and Accounting Chart selections made in previous steps.
  7. After all dimension selections have been completed, click Load Source Structure.

The source system structure is loaded into the Integration relational database. Financial data is not loaded yet. A dialog box displays the status of the structure load and indicates when the load is complete.

If there are errors during data import, the errors are displayed in the status window. You may need to search multiple columns for %_ERROR_% to find the issue. These errors must be corrected before continuing. The corrections needed depend on the dimension with the error. The corrections can be made within the source system or within the Integration database.