Import Master Data
Import Master Data
- Open the "Excel Import (<master data category>)" dialog. (see Open Excel Import for Master Data)
- Open an Excel data source. (see Open data sources)
- You have defined the Data structure. (see Use Import Groups for structuring data)
- Assign Excel columns to the "FACTON fields". (see Assign Data Field)
- Click Import to start the import.
The results of the import are listed in a log file.
Note
FACTON informs you about missing mandatory assignments or configurations. In such cases, the program will not allow you to launch the import.
- Once you have successfully completed the import, the number of newly created and updated data records is displayed in a log file.
- When the import fails, due to irregularities or errors while running the import, the respective information are also recorded in the log file.
Further Information
Note
The Excel import does not save the settings and assignments until you close the main window. The most recent settings are automatically loaded after restarting. You can save your configurations in the settings files at any time to reuse them during subsequent imports.
For further information, see: Save and Load Setting