About Imports and Exports

Users can import and export the following types of tables via Excel:

ERP Master Data
Nakisa Master Data
Determinations
Security

Note that when the build is first deployed you will see an import job for "Initial Data" that loads the default data in the application.

In order to import/export these objects, you must create an import or export job. These jobs are then automatically placed in a queue and scheduled to run as soon as possible. The Job Status changes to "Finished" once all tasks in the job are successfully completed.

Note: If there is a service interruption that prevents the completion of the job while it is running, the job status changes to "Interrupted". The application will attempt to recover the job as soon as possible. If the job is recovered, it will resume from where it was interrupted. If the job cannot recovered within the time limit defined in general settings, the status remains as "Interrupted" and you must run the job again.

For Excel imports, the uploaded file must be in either XLS or XLSX format, and can have a maximum file size of 4 MB. These imported files are validated based on the file format and the data. After the file is validated, the data is merged into production data. Typically, if there are data issues with mandatory fields, the object is not created. If there are data issues with optional fields, the object may still be created without that optional data. When there are issues with the import, an exclamation mark appears on the import and job status columns. You can view the list of specific errors in the import report.

Note that the Mass Export and Mass Import pages display all of the jobs that have been run, but you can only download the files and reports for the jobs that you initiated yourself.

Warning: Never modify tab or column headings before uploading the Excel files. The application will ignore these unrecognized entries.

To run an export job:

Click Main Menu > Export/Import Information > Export.
Click . An Export Job pop-up appears.
Set the Export Type Category to either ERP Master Data, Nakisa Master Data, Determinations, or Security.
Select the tables to be included in the exported file.
Click Export.
When the file is ready, click under the Actions column to download the file.

To run an import job:

Click Main Menu > Export/Import Information > Import.
Click . Add Import Job pop-up appears.
Set the Import Type Category to either ERP Master Data, Nakisa Master Data, or Determinations.
Select the required ERP System, if required.
Select the tables to be included in the import. The application only imports data for the selected tables.
If required, click Template > Download to download an import template. The exported file only contains the tables that were previously selected.
- Enable the switch Sample Data before downloading the file to include sample data in the template.
Click and select the completed file.
Click Import.
- To view a report of the import job, click .
- Click under the Actions column to download original imported file.

To manage import and export jobs:

Click to cancel the selected job.
Click to refresh the page.
Click to customize the columns displayed on the page.