Importing partner IDs

You can import previously exported partner ID data to a different environment. For example, migrate the partner ID data from the test environment to the production environment. The partner ID data is imported from an XML file in the selected import folder.

You can filter the partner ID data to import by accounting entity and control the import behavior for existing partner ID data:

  • Delete the existing partner ID data before importing the new data.
  • Skip the import of existing partner ID data.
  • Overwrite the existing partner ID data.

To import partner IDs:

  1. Select Transformation Services > Configuration > Import Partner IDs.
  2. Specify this information:
    Accounting Entity
    Select an accounting entity from the drop-down list. The accounting entity is, for example, the identification for a company. If you select a special accounting entity, the partner ID data that is stored for the selected accounting entity is imported. If you do not select an accounting entity, all data from the XML import file is imported.
    Import Behavior

    Select the import behavior for the existing partner ID data from the drop-down list. You can choose one of these options:

    • Clear all Data: Deletes the existing partner ID data before importing the new data.
    • Skip Existing: Skips the import of existing partner ID data.
    • Overwrite Existing: Overwrites the existing partner ID data.
    Import File Path
    Specify path and name of the import file.
    Successfully Imported
    This check box is selected, if the data successfully passes the import filter.
  3. To check the import file for correctness, click Test Import. Check the resulting Log Entries list for errors and warnings.
  4. To import the data, click Import. Check the Log Entries list for resulting errors and warnings.