How To Set Up File Imports - Overview

The features available as file imports in Spider can be set up to import different types of files and create different types of accounting. The Integration Type Import G/L Entries can handle many types of accounting but transactions are also always posted to the general ledger. The Import FA Entries can only post transactions to the fixed asset entries.

Tip

Find the workflows for Importing Files.

If the SweBase app is installed it is possible to set up SIE files and reconciliation files to be imported through the Integration Queue by selecting the Import SIE (SweBase) or Import Reconciliation (SweBase) Integration Type.

Follow below links to detailed information for each integration type:

  • Import G/L Entries

  • Import FA Entries

  • Import SIE (SweBase)

  • Import Reconciliation (SweBase)

    Note

    The Integration Types Import SIE (SweBase) and Import Reconciliation (SweBase) uses SweBase functionality to parse and validate the files. One of the upsides of using Spider to import these files through the integration queue is that it allows you to import multiple files (in one action) when you have specified a communication method for your integration (instead of selecting each file manually).

Tip

The following reports enables users to import and process records in the integration queue: Import to Integration Queue, Process Integration Queue and Import to Integration Queue and Process. These reports can be used in Spider and Enqueued in Eagle to import and process records in the integration queue for multiple companies in the same or in other environments and tenants. Learn How To Set Up Functions for Apps in Eagle.

Note

The file imports in Spider are used for importing and handling files in the Integration Queue in a structured and controllable manner and to achieve tracking between the systems that delivers the files and Business Central.

Step 1: Create Integration

Tip

Hover over a field to read a short description to facilitate the set up.

  1. Choose the search icon (ALT+Q), enter Integrations, and then choose the related link.
  2. Select New.
  3. Enter a Code.
  4. Select Import G/L Entries, Import FA Entries or Import SIE (SweBase) in the Integration Type field.
  5. Select an existing Communication Method or create a new.

Step 2: Add Additional Settings

Import G/L Entries, Import FA Entries and Import SIE (SweBase) needs to be set up with Additional Settings.

  1. Select the Additional Settings action and fill the fields as necessary on the General FastTab.
  2. Set up the fields to be imported on the Columns FastTab.
    1. Find details about The Columns FastTab.
Tip

Select the Import Template action to upload the file that you want to manage in this integration to facilitate the settings on the Columns FastTab. The file needs to contain column headers so that it is possible to link the columns to the correct fields.

Note

It is mandatory to choose a Source Code for the Integration Type Import G/L Entries to enable better tracking capabilities.

Step 3: Specify File Settings

Enter the settings for the file to be imported:

  1. Select the File Settings action and fill the fields as necessary.
  2. Select the settings that apply to the file on the Settings FastTab.
    1. Find details about The Settings FastTab.
Tip

Find the fields Date Format Example and Decimal Format Example to see a preview of what has been selected to facilitate the set up.

Step 4: Create Communication Method

  1. Choose the search icon (ALT+Q), enter Communication Method, and then choose the related link.
  2. Select New.
  3. Enter a Code.
  4. Select the appropriate Type depending on where the file (to import) is/should be stored.
  5. Select the Edit action.
  6. Hover over a field to read a short description and proceed to fill the fields as necessary.

Step 5: Handle File in the Integration Queue

  1. Choose the search icon (ALT+Q), enter Integration Queue, and then choose the related link.
  2. Hover over a field or action to read a short description.
  3. Select the Import action to retrieve a file with a Communication Method or choose Select file and Import to upload a file.
  4. Select the Process Selected Lines action to handle the file.
Tip

Select the Details action to view the contents of the file which can be useful if you want to review or need to change something. All changes made are marked in the Manually Changed checkbox field. It is not possible to delete or add lines,

Note

It depends on the Integration Type if the file will be posted in the Integration Queue or not. The Import SIE (SweBase) Integration Type will be handled according to the set up on the SIE Import List page for the SIE Import Code assigned to the Integration.

Step 6: Find Handled Entries

  1. Choose the search icon (ALT+Q), enter Integration Queue History, and then choose the related link.
  2. You will find all information related to the posted file. You can see information about the original file, if something has been manually changed, and the transactions that have been posted.
Tip

Select the Find Entries action to analyze the posted entries.

See Also

How To Set Up Master Data Sync
External Systems
Integration Queue
Web Services Integrations
How To Set Up Functions for Apps in Eagle
Workflows - Spider