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To import data into the Pillar 2 module, an interface structure has to be established. The structure defines the interface type (e.g. csv file, SAP, REST), the direction of the data transfer (Import, Export) and the destination of the data transfer (Pillar 2). An Interface Structure with the Pillar 2 destination also activates the “Import button” in the dialogue “Entity Data Collection”. The Mapping translates the technical IDs into more legible IDs (e.g. the legible IDs INC-1, DT-2) or company specific IDs such as account numbers. For examples of Mappings, see the section on Mappings in the area “Important documents”. Both, the Interface and the Mapping has to be established once and can then be used for several periods or different import files.
The following explanation shows the setup of an interface for a csv Upload, the setup of the Mapping and the Import into the Pillar 2 Module. For information on Interface structures to the data transfer, enhanced mappings and other interface types, please contact AMANA.
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Creation of an Import Structure
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On the right side you can now see two arrows, one for downloading the mapping, one upwards for uploading a mapping. To change install the mapping, a template can be downloaded by clicking on the download arrow. This template can be filled with the individual mapping, for examples please the section on important documents. It is important, that the Version contains a any number, such as in the screenshot you can see below. When the Version number is added and the mapping is filled, you can upload the file with the upwards arrow next to the Mapping. If not already selected, the Mapping has to be selected in the interface structure, as explained above.
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After the import the window shows a list of all data in the of the Importfile and the status. If the import was successful, the status is a green arrow, if not successful, the row shows a red mark and a message on why the value couldn’t be imported. If the imported data is to be added to the module, it is important to click on the “Save” button on the upper left of the window. If the Importfile is to be changed, it is possible to correct the Importfile and choose the “Import” button to repeat the process.
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