Using Import Tables

Important: The export file must be created in Export Tables before it can be imported.

1. When you first enter the Import Tables option, a Files Available for Import selection box will display the following information:

• File – The export table file name
• Phase – The export phase
• Problem – The problem file name if the import of the file previously failed.

Scroll to the file on the list and press Enter. An asterisk (*) will appear, confirming your selection. Or, press F9 to select all files. When you are finished selecting files, press F10 to continue.

You may also use the "Select File" option to bring up a Windows selection box. Select the appropriate file and click on the OK button to select.

• A Select A Matching File Schema window will appear. Scroll to the corresponding import schema for the file selected and press Enter to select.
• A Fields Available for Import table will appear. Scroll to the field(s) to be imported and press Enter. An asterisk (*) will appear confirming your selection. Or, press F9 to select all fields. When you are finished selecting fields, press F10 to continue. Proceed to Step #5.

2. Command options will appear:

• Validate – Select Validate to validate the import table.
• Delete – Select Delete to delete the import table.
• Exit – Select Exit to exit and return to the System menu.
  • If the Customer or Vendor file is being imported additional options will appear if the New ID field is empty. See Importing Customer or Importing Vendor for more information

Select Validate.

If the import file has both an import XLS file and an import DBF file, command options will appear:

• Import DBF – Select Import DBF to import the DBF file. Proceed to Step #5.
• Import XLS – Select Import XLS to import the XLS file.

Select which file format to use for the import. The import DBF file can be created if the initial attempt to import the file failed due to errors. See below for more information.

Note: If a DBF file is selected for import the Q_screen will display – the Fields Available screen will not display.

4. A Fields Available for Import window will appear. Scroll to the fields to be imported and press Enter to select. An asterisk (*) will appear confirming your selection. Press F9 to select all fields for import. Press F10 when finished.

5. The Q_screen will display the details for the files and fields selected to be imported, allowing you to review and change the information, if necessary.

Important: Changes made in the Q_screen will not update the export file. To save the changes the export file must be changed.

Press F10.

6. The following message will display: "Validate (table name)? No/Yes."

• Select no if you do not want to validate the fields.The following message will display: " Save import file as database? No/Yes."
• Select yes to validate the fields and produce an error file of all table fields and supporting tables that are invalid or missing. The following message will also display: "Save import file as database? No/Yes."

The system will now go through and validate all of the tables.

If there are no errors the following message will appear: "Update Net Yield with (table name).xls? No/Yes."

• Select no to exit and return to the System menu.
• Select yes to update and return to the System menu.

Select yes to update. You will return to the System menu. The import process is complete. The Net•Yield table for the export file selected will be updated for the records that were added or modified. Existing records cannot be deleted through the import/export process.

If any errors or problems are found during the validation process a pop-up window will appear. Print the file from the browser. The file is also saved and is located in the Shared\NetYield\Date\CompanyName\Import folder and is called Export file name_phase_problems.html. Review the Problem.html and make proper corrections to the export file or supporting tables and restart the import process.

The problem.html file lists the following information.

• Schema Phase X (x) used to export and import the table selected
• Field Validation
• List of records that do not have a valid field setting
  • Record ID
  • Field name
  • Field value
  • Error reasons
• Table validation
• List of other tables used
  • File – The file name
  • Field – The file name in the imported table
  • Tables Problem:
    • NO table problem
    • Error reason

If errors are found The following message will also appear: "Save import file as database? No/Yes."

• Select no to exit and return to the System menu without saving the import file.
• Select yes to create a database file to use to edit the export table and which can be used to import.

The following message will display: "Create required table export files?No/Yes."

• Select no to exit the import option without updating.
• Select yes to create export table files for the required supporting tables that do not have the field options needed for the import. The files created are in the same format as the files created using the Export Tables option to create the files manually. These files are created for just the missing table IDs needed to import the selected file.

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