Importing M3 Data

Import M3 Data creates a CSV file that enables the import of Attributes, Text Keys, and Extra Keys. During import, items in an M3 data are imported as:

  • Attributes
    • Item names
    • Customer names
    • Group names
  • Numeric/Text for Keys
    • Item Warehouse master
  • Extra Keys
    • Product hierarchy
    • Customer groups

Follow these steps to import an M3 data using REST API.

  1. From the menu, select Actions > Import M3 Data.
    The Import M3 Data dialog box is displayed.
    Note: You must be in Version Control to access Import M3 Data from the Actions menu.
  2. On the Configuration section, specify the configuration name.
  3. On the Options section, select a list separator option from the list.
  4. Select MI Data and specify this information:
    Program
    Specify the program of the M3 data.
    Transaction
    Specify the transaction type.
    Max Records
    Optionally, specify a value in this field to limit the number of results.
  5. On the Input section, specify this information:
    Value

    You can filter the LMTS field to allow days since today to be specified. Specify LMTSDaysSince(x) where x is a positive integer representing days before current date.

    You can also filter the date field functions to allow saved configurations to be used in the workflows without the need to update. Select from DaysSince, MonthSince, and YearSince then specify the value.

  6. On the Output section, specify this information:
    Type
    Select an output type from the list.
    Folder/File Name
    Specify the folder or file name for the output.
  7. Click Import.