Import

This feature is available under Run-time - General Data Entry for both Global and Subledger tables. It allows the importation of data from an ASCII formatted file. Two options are available: Source files with fixed record length or flexible field positions.

When a date field is being imported, the External File Import panel will provide a pop-up list showing the date formats available in STEP FORWARD. Select a format that matches the format used in the source file. If no match is found, add a new format to STEP FORWARD's inventory of Date Formats. Then return to the External File Format panel and continue.



Fixed record length option:


Flexible field position option:


Before attempting to use Import:

  1. If data is imported into a simulated form (template that includes both Master and Detail fields), only the Master fields can be imported. Detail fields do not show in the list of draggable fields in the Import window.

  2. If the import file includes linked fields, the Import function attempts to resolve the links by finding matching records in the Link Source tables. If the match is found, the record identifier of the matched row in the source table is saved in the target table (in other words, it is treated as if a valid data item was entered manually). If there is no match, the target linked field is left empty, and a log window is displayed with a brief report on unresolved links.

  3. "Empty table before loading" switch will not remove records that are used in other tables as linked data (i.e. if the table to be emptied serves as a source for linked fields; those records that have been referenced from the linked tables will stay). Also, in the case of Subledger table, records that have been already used in accounting transactions will not be removed either.

  4. Fields in the import file that correspond to LOGICAL fields in the table must contain 1 for logical YES and 0 for logical NO values.

  5. Fields of NOTE and IMAGE type cannot be populated from the import file.

  6. Single and double quotes delimiting field in the import file record are ignored. In other words, if the first character in the field and the last character in the field are either both single quotes, or both double quotes, then they are removed before putting their values into the table.

  7. Fields of DATE type are stored internally in the database table in YYYYMMDD format, regardless of the format used in the incoming record. In this they do not differ from  the dates entered manually in the data entry window.


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