Creating import profiles

When creating an import profile, consider the format of the data to be imported and whether it requires transformation to match the format of the data where the imported data is destined.

There are two sets of tabs in the Import Profile Designer:

  • source runtime options relevant to the profile, in the bottom section of the dialog
  • target runtime options relevant to the target component, in the top section of the dialog.

The number and content of the runtime options tabs vary depending on both the target component, and the source data format you select.

  1. Open Transfer Profiles (TRP).
  2. Click New Profile.
    Transfer Profile Designer opens.
  3. Complete this information:
    Profile Type
    Select Import Profile.

    The Import Profile Designer dialog subsequently opens.

    Profile Name
    Enter a unique profile name. This name is given to your profile and identifies it.
    Description
    Enter a description of the profile.
    Target Component
    Select a component for the import profile. The associated methods, source data format and transformation are displayed.
    Target Method
    Select a method.

    The method defines how the SunSystems data will be transformed.

    Business Unit
    Specify a target business unit.

    If this profile is specific to a business unit, enter the business unit code, otherwise leave blank to mandate entry at run time.

    You can override this option at runtime.

    Uwaga: For a Financials Only business unit, we recommend that import profiles contain financials only data. It is possible for import profiles containing Order Fulfilment data to be imported into a Financials Only business unit, but only the financials data will be included; any Order Fulfilment data will be ignored.
    Save Payload
    This option allows you to specify whether the input or output payload is saved during processing, or both. Select Input, Output, or Both. If you do not want to save the payload, select None.

    You can override this option at runtime.

    Source Data Format
    Select a source data format. This usually matches the target component.
    Transformation
    Select a transformation.

    Where the source and target are the same SunSystems data format, a default system transformation is provided for you. You must create a transformation if the source and target formats are not compatible.

    File basis
    Click the File basis drop-down list to specify whether the file basis is client or server.

    You can override this option at runtime.

    File action
    The source File action runtime option is exclusive to imports. Click File action. The Source File Action dialog is displayed. In the Action list, select the action to be performed once processing is complete:
    • None (default)
    • Delete after processing
    • Rename after processing
    • Move after processing.

    If you choose to rename, you must enter the new name in the subsequent field.

    If you choose to move the source file, you must enter the new location in the subsequent field or click Browse to open the Server Folder dialog, where you can select a folder as the destination.

    You can override this option at runtime.

  4. Click Save Profile.
    Uwaga: You can use the '*' asterisk wild-card, and the '?' question mark, when entering the source and target file names.

    Click Discard Changes if you do not want to save the new profile.

  5. out
  6. Click Yes to return to the Transfer Profiles dialog or click No to remain in the Transfer Profile Designer dialog.