Importing Dataset from M3

You can follow these steps to import a Dataset from M3 using REST API:

Note: You must set the REST API integration method in Settings > Data to enable this feature.
  1. Select Menu > Actions > Import.
    The M3 Import dialog box is displayed.
    Note: You must be in Version Control to access Import from the Actions menu.
  2. On the Configuration section, specify this information:
    Name
    Specify the name of the configuration.
  3. On the Output section, ensure that Import to Dataset is enabled.
  4. On the Company section, specify this information:
    Company
    Specify the company code.
    Max Records
    Optionally, specify a value in the field to limit the number of results.
    BE Periods
    Click BE Periods to convert periods to the date defined in M3 that does not align with the normal calendar.
    Note: You must activate this feature in Dataset properties. See Defining a Time Horizon.
  5. Select the dataset to be imported.
  6. Click Options.
    The Import Options dialog box is displayed.
  7. On the Periods tab, specify this information:
    Period Range
    Specify the period range.
    Time Stamp
    Specify the BE Time Stamp.
    Note: By default, DMP is using the last import as the time stamp. There is no need to modify, but sometimes it is convenient to import the last weeks update.
  8. On the Budgets tab, select Include Budgets then specify the From Budget and To Budget. You can only import a single budget.
  9. On the Accumulators tab, select the Data values or Accumulators. DMP will remember the selection you made.
  10. On the Transactions tab, specify the From Transaction Type and To Transaction Type range.
  11. On the Options tab, specify this information:
    Import Distribution tables from M3 Business Engine
    Select this option to import distribution tables from M3 for week to day distribution. This is only used if the configuration is created for daily distribution.
    Execute Key State Shift
    You can disable this option but is normally performed. This feature changes the keys of the existing new to normal before the import begins. The new records from M3 will get key state new.
  12. Click OK.
  13. Click Import.