In Acubiz it is possible to upload different types of master data. In most cases, an integration of master data information will be done via an automatic integration, but in some cases manual updates can be made.
This article will cover 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
It is possible to upload and import several different types of master data and will therefore be configured differently. Click on the link below for further information on the technical integration.
- 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 system has already been set up for the integration of master data, it is possible to manually activate this import routine. Normally these import routines will be executed automatically based on a predefined schedule, but in some cases it may be necessary to activate the import outside of this schedule.
Go to ADMINISTRATOR
Then go to the area below:
Here the list of previously imported data is displayed and if the import type has a date of import, then it has been imported correctly.
Now you can activate the automation by pressing "Upload and import from Server/SFTP", if files have already been uploaded to Acubiz SFTP servers:
Press OK for this information:
This will upload and import the files that are ready in the predefined folders on the Acubiz SFTP server.
The new file is now imported:
In the above example, only one import is activated, but many imports can be activated at the same time by activating this function
Upload and import data manually to Acubiz
Again, the technical setup needs to be in place to run a manual upload of data, but assuming this is in place, a manual upload of a master data file can be done.
Press load file:
Here you are asked to choose which type to import. (This may vary depending on setup and options)
By pressing BROWSE, you select the file from your local computer to be uploaded.
Then press UPLOAD
Now the file is uploaded - but NOT imported. This can be seen by the fact that the import date is not filled in.
We recommend that you always carry out a Test import where the file and format are validated. This is done as follows:
Now a test import is made, which shows whether the result is ok or not.
This is OK
When the result is OK, press the BACK button in your browser to get to the page with uploaded files again and now import:
This is NOT OK and the error(s) must be looked at and corrected in the file that is uploaded.
Press the back button in your browser and delete the file:
And upload a new correct file.