Creating a map of Landmark application data for uploading via Microsoft Excel

You can map data between Landmark and an Excel worksheet. This map allows you to update Landmark data in Excel and send the data back to Landmark.

Prerequisite actions

  • Know the fully qualified name of your server and web port. If you do not have this information, contact your system administrator.
  • Your computer must meet the hardware requirements. If you are unsure, contact your system administrator.
  • You must be familiar with the Landmark business class you are mapping to. This means you must have a general knowledge of the fields and the actions the application you are mapping to can perform.

To add formatting, rich text fields must be uploaded as HTML.

  1. From the Infor tab of Excel, click Insert Upload.
  2. Type the fully qualified server domain name and click Connect.
  3. Type your username and password and click Sign In.
  4. On the Upload Definition window, specify this information:
    Data Area
    Select a data area.
    Business Class
    Select a business class.

    To move through the list of classes quickly, you can either:

    • Type the first letter of the class

    • Click the Filter link to view only the most frequently used classes

    Action
    Select an action that you want to perform. (Available actions are from the business class.)
  5. To map columns in your worksheet to fields in the class:
    1. In the Field column, select the field to which you want to map.
    2. In the corresponding Mapped From column, select the column to which you want to map.

      If your data has column headers that are named for fields in the business class, the mapping is automatically populated.

      If your worksheet already contains column headers that you want to retain, select the Column Headers checkbox. During the data upload process, the first row of data on the worksheet is skipped.

      Note: The checkboxes in the Select column in the Upload Properties window allow you to insert and delete columns from the results. They do not map columns.
  6. For Infor Landmark version 11.0 and higher, you can use the Context Fields tab to upload context fields not available in the Fields drop-down menu.
    1. Select the Context Fields tab.
    2. In the list, select the field name to upload.
  7. Click Insert. A map of the selected data displays in the active worksheet.

    A list of map properties displays in the task pane (left side). You can use this pane to update settings for the map, including adding and removing mapped fields or changing the upload action.

  8. Make selections as needed:

    • Confirm All Warnings: Select if you want Infor Spreadsheet Designer to accept all data as is.

    • Column Headers: If you want to make changes to the map of Excel row/column and Landmark database column names, you can do so. See Step 4 for details.

    • Use State / Use Value: If the data is part of a selection list, you can choose to see the translated state name of the data or the actual value of the data stored in the field.

  9. If you are not ready to upload data, click Save. The map that you defined is saved to the worksheet. When you reopen the worksheet, a list of map properties automatically displays in the left pane.
  10. If you are ready to add Landmark data to your worksheet:

    • To upload only some of the records in the worksheet:

      Select those records and then click the Upload button. From the dialog box that appears, click Upload > Upload Sheet Range > Use current selection. Click OK.

      Or

      Click Upload > Upload Sheet Range > Enter a specific range. Type the worksheet range for the data you want to upload in the To/From boxes. Click OK.

    • To upload all records in just the current worksheet, select Upload > Upload.

    • To upload all worksheets in the current workbook that have mapping, select Upload > Upload All.

    The mapped data is uploaded to the Landmark application. The action status for each record displays in the first empty column for the record.

    If the business class and action you selected support auto-sequencing of fields, the fields will be populated as the data uploads. The sequencing will begin after the last number for a record that is stored in the Infor Landmark database.

    From here you can:

    • Add more upload maps. Access another data worksheet and click Upload > Upload.

    • Remove the uploaded data record. Access Properties > Action > Delete and then click Update > Upload > Upload.

      The previously uploaded data record is deleted. The action status for each record displays in the first empty column for the record.