Import Customer
The Import Business Partner Window is an interim table which is used when importing external data into the system. Selecting the ‘Process’ button will either add or modify the appropriate records.
Import Invoice
The Import Invoice window is an interim table which is used when importing legacy invoice data into the system. Selecting the ‘Process’ button will import all the Invoices that are given as CSV file in the specified format.
Import sales person
To import sales person from legacy system.
Transform Legacy data
To transform the data to CSV or tab limited to feed the system.
Import Inventory
The Import Inventory window is an interim table which is used when importing legacy inventory data into the system. Selecting the ‘Process’ button will import all the Inventory details that are given as CSV file in the specified format.
Import Payment
The Import Payment window is an interim table which is used when importing legacy Payment data into the system. Selecting the ‘Process’ button will import all the Payments that are given as CSV file in the specified format. This process will also create allocation against specific Invoices that are mapped to the Payment.
Roll back mechanism during Import
We can import both header and line of any transaction. Incase error/issue during import of line data then system will automatically rollback the Header changes.
