Manual Upload and Import of Files to Acubiz

Acubiz allows uploading various master data types. Typically, this is done through automatic integration, though manual updates are also possible.

This article covers the following topics:

• Types of master data for Acubiz
• Manual activation of automatic import to Acubiz
• Upload and import data manually to Acubiz

Types of Master Data for Acubiz

You can upload and import various types of master data, and they will be set up differently. For more details on the technical integration, please click the link below.

• Employee masterdata
• Financial dimension data
• Currencies for automatic update
• Supplier master data for supplier invoice handling

Manual Activation of Automatic Import to Acubiz

If an automatic import system is set up, you can manually activate it outside the regular schedule.

Go to ADMINISTRATOR

Then navigate to the section below:

Here, you'll see previously imported data. If the import type has a date, it was successful.

To activate automation, click "Upload and import from Server/SFTP" if files are on Acubiz SFTP servers:

Click OK to proceed:

This will upload and import files from the designated folders on the Acubiz SFTP server.

The new file is now imported:

You can activate multiple imports simultaneously using this function.

Manual Upload and Import Data to Acubiz

Ensure the technical setup is ready for a manual upload of master data files.

Click load file:

Choose the import type (options may vary):

Click BROWSE to select a file from your computer.

Then click UPLOAD.

The file will upload but not import yet, as the import date will be empty.

Always conduct a Test import to validate the file and format:

A test import shows if the result is acceptable.

This is OK

If the result is acceptable, go back to the uploaded files page and import:

This is NOT OK - check and correct any errors in the uploaded file.

Use the back button to delete the file:

Then upload a new, correct file.