Importing M3 Data

Import M3 Data creates a CSV file that you can use to import Attributes, Text Keys, and Extra Keys. After import, items in an M3 data can be 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 Configuration, specify this information:
    Name
    Specify the name of the file to import.
  3. On Options, specify this information:
    List Separator
    Select a list separator option from the list.
  4. On Company, specify the company code.
  5. Select MI Data and specify this information:
    Program
    Specify the M3 data program.
    Transaction
    Specify the transaction type.
    Max Records
    Optionally, specify a value in this field to limit the number of results.
  6. On Input, specify this information:
    Output Fields
    Users can select specific fields to include during Import M3 Data. Click the Output button and select fields that you want to include. You can include or exclude all fields.
    Note: This step is required if the Output Type selected is a Database Table.
    Value

    You must specify values to those fields highlighted in green, if there are any. Optionally, you may specify values to the fields that are not highlighted.

    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.

  7. On Output, specify this information:
    Type
    Select an output type from the list. You can select Database Table or CSV file output.
    Name
    Specify the folder or file name for the output.
    Reset Table
    Optionally, select the check box to create a new database table regardless if it is existing. If not selected, the data is added.
  8. Click Import.
    The progress bar indicates the status of the import.
  9. Optionally, click View log file.