Importing M3 Data

You can use Import M3 Data to create a CSV file for importing attributes, text keys, and extra keys.

This table shows the available options for importing items from the M3 data after the data import process is complete:

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

Use these steps to import M3 data by using the 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. In Configuration, specify this information:
    Name
    Specify the name of the file to import.
  3. In Options, specify this information:
    List Separator
    Select the character used to separate values in the imported M3 data file. The selected separator must match the delimiter used in the file.
  4. In Company, specify the M3 company code.
  5. Select MI Data and specify this information:
    Program
    Specify the M3 program from which to retrieve data.
    Transaction
    Specify the transaction to run for the selected M3 program.
    Max Records
    Optionally, specify the maximum number of records to import.
  6. In Input, specify this information:
    Output Fields
    Select the fields to include during M3 data import. Click Output, and select the fields 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 the fields highlighted in green, if there are any. Optionally, you can 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 updating it. Select from DaysSince, MonthSince, and YearSince then specify the value.

  7. In 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 shows the import status.
  9. Optionally, click View log file.