Data import basic info
Written by Bettina Schmoll
Updated at May 12th, 2025
When analyzing and evaluating data, it may be necessary to access data from other systems. This can be data from other databases or retrieved via Excel files, text files, and XML files.
This data is imported in the same way as data transfer from an SQL database and stored in the corresponding data tables.
1.1 Where can the data imports be found?
Under Configuration – Data Imports:
After clicking on the Data Imports field, an overview of the existing imports opens:
You can edit existing imports using the Change button and the Insert button displays a row for a new import.
First, insert a new row using the Insert button and fill in the following columns in this window:
1. Code -> Here you can enter a short name for the import.
2. Description -> Here you can enter a short description for the import.
The code and description should be assigned in such a way that one can later say which import it is and what function this import has.
3. Source Medium -> Where does the data come from?
4 . Target table ->Where should the data go? In the dimensions/transaction data/...
5. Import Version ->Here you can enter Current
Once the first steps have been entered, you can access the further required entries via the Configuration button:
The following input window opens:
Now you can enter the register name and the first data line (from which line values are contained):
In the Columns tab, the following fields must be filled in:
Source Type -> here you select where the import should search: Column/Row/Formula/….
Local source field/formula -> here you define more precisely which column/row….
You have the option to enter the column (i.e. A, B, C…) or
could also enter the column heading (Screenshot 2)
Target type -> What is being imported? Values/Dimensions/Date/...
Target field ->Where should the imported field be saved? To which amount type/dimension/...
Additional fields, if required:
Variable result -> here you can assign an abbreviation if the line is in another
Line should be calculated further
Source row filter -> here values/fields can be excluded from the import row
If you expand the Transaction Data field, the following window opens:
Document No. Assignment:
Here you can choose between number series and fixed document number.
Number series is selected if document numbers occur in the import, then the system adopts these numbers.
If no document number is included in the import, you must enter a fixed document number here. You can then assign a custom document number under " Number Series ."
Comparison method:
Generally, differential postings are performed. This means you can import a file multiple times, and the system will overwrite any values where it finds discrepancies.
However, it is also possible to set the import so that the values are summed .
->To do this, you must set the comparison method to Insert Only :
Once all required fields have been filled in and created, you can perform the import.
To do this, click the Start Import button. A small window will then open where you can select the desired file. If it's an SQL import, you don't need to select a file (see screenshot 2).
By clicking on Start, you start the import process:
You can check the executed import using the Log button:
In this log you can see some details.
In the Status column you can see whether the import was successful or whether there was an error.
If the status is Error, the description of the error can be seen in the Error Message column.
You can also see when the import job started and ended under Execution Start-Execution End .
In the Excel Save File column you can see the file path of the imported file.
Further to the right you can then see how many records the import job found , how many of these entries matched the previously made settings ('valid') and how many of these records were inserted into the system.
