Import/Export Data
Import/Export Data
1. Opening the Administration Panel
First open the Administration Panel
from the main menu.
The module is used wherever databases are distributed and you have to synchronize
data by using Datalab PANTHEON. The following are two typical examples: company
with place of business, where each place of business manages its own transactions
(issuing and/or receiving invoices), and company with separate accounts,
where on the other hand the company operates with material business and part of
financial business (e.g. reconciling bank statements and posting to subject accounts),
and the greater portion of accounting is outsourced to accounting firms.
In the import/export window you can precisely set which data are transferred.
You can simply select data groups to be transferred by checking the field higher
in tree view structure. But to be more precise you can select each individual data
group at sublevels of tree view structure which are united into a logical
whole.
It holds good that when you check the parent (e.g. Registers), you mark
also all the child elements (e.g. Subjects register) all the way to the last
level (e.g. Subjects, Subject Types...).
A special feature in transferring transactions is that you can transfer each
transaction separately so that you check document type checkbox with transactions.
In this way you can transfer only part of the invoices issued (e.g. only from one
place of business).
In the upper right corner you can select a directory where you want to store
or from which you want to draw data to be used in transfer. By exporting multiple
files are created to be transferred, so that it is recommended that the transfer
directory is empty before you start transferring.
Date from
|
Start date of the transfer
period. Here the last modified date is taken into consideration.
Only registers, documents and posts created in this period shall be transferred.
And if you leave both date fields empty, the program shall automatically
transfer all records. |
Date to
|
End date of the transfer period.
Here the last modified date is taken into consideration. |
Import type
|
Set the method used
in importing:
- Add - all records that
are being imported shall be added to the database
- Add/Change - records
existing in the database shall have the status modified to the one from
the import database, and those which are not existing shall be assigned
one
- Overwrite - The existing
data shall be overwritten. In this case you have to confirm the operation
before the import starts (see Do you really
want to overwrite the existing data).
|
Status
|
By data import or export it shall be displayed
to which table the program imports or exports and how much has been transferred.
|
| Select directory for export/import |
Select the directory to which you want to export
data. |
| Export
|
By clicking this button
the database shall be exported to the transfer directory according to the
criteria set. You need to confirm the operation before the actual transfer
(see Do you really want to export data to directory
XXX).
After the export was completed successfully, you need to confirm it (see
Data import complete!). |
| Import |
Data is imported from the transfer directory
to database according to the selected criteria. You have to confirm the
operation before transferring (see Do you really
want to import data from directory XXX).
To import data the user has to have at least delete
authorization for this functionality, otherwise
you cannot import and an error is returned (see
You do not have required authorization for this
operation (xxx)!).
If you marked files to be imported that do
not exist in the selected directory, and list of files that were not imported
is diplayed in the error panel.
After the successfully completed import, confirm the executed operation
(see Data import complete!).
|
| Export to all databases
|
By selecting this option you can AT THE SAME TIME export data from one
database and import this same data to other databases that can be found
on the server. By default all databases that can be found on the SQL server
are checked except fot the original database, that is, the database from
which you shall draw original data.
Check all those databases to which you want to export original data
(see Data export to all companies).
|