ERP 2.50:Configuration Manual/Importing data
Contents |
Importing data
If you have large quantities of data, for example extensive product or customer lists, the most efficient way to add them to Openbravo ERP is to import the data using the Import Data process.
You can import the following data:
- Business Partners
- Products
- Accounts
- Orders
- Budgets
- Taxes
The general process for importing data consists of the following steps:
- Prepare the data you want to import. If your import data is held in a database or a particular ERP system, follow that product's documentation to export the data as a .csv file.
- Specify the file format of the data you want to import: this informs Openbravo ERP of the order of the columns and what data type is contained in each column.
- Import the .csv file to a temporary table.
- Finalize the data import.
Initial Data Load module
To easily import data into a fresh installation of Openbravo ERP you can also use the Openbravo commercial module Initial Data Load. This module is available in the Central Module repository under the Openbravo Commercial License and has been designed with the objective of speeding up the implementation of Openbravo ERP facilitating the process of initial data load needed to go in production.
Importing Business Partners
To import a list of business partners you will need to manually configure the file format so that Openbravo ERP is able to pick up the data from your .csv file of customers correctly. You can select the following columns for import:
Column name | Description | Suggested Data Type | |
---|---|---|---|
AD_Client_ID | The name of the client | String | |
Address1 | First line of the business partner address | String | |
Address2 | Second line of the business partner address | String | |
AD_Org_ID | The name of the organization | String | |
AD_User_ID | The name of the user who created the Business Partner record | String | |
Birthday | The date of birth of the business partner | Date | |
BPContactGreeting | The greeting used for correspondence with this business partner. | String | |
C_BPartnerID | The name of the business partner | String | |
C_BPartner_LocationID | The location of the business partner | String | |
C_BPGroup_ID | Any grouping to which the business partner belongs | String | |
C_Country_ID | The country where the business partner is based | String | |
C_Greeting_ID | The greeting used in correspondence with this business partner | String | |
City | The city in which this business partner is based | String | |
Comments | Any comments about this business partner | String | |
ContactDescription | Description of the contact person for this business partner | String | |
ContactName | The name of the contact person for this business partner | String | |
CountryCode | The ISO country code for the country where the business partner is based | String | |
Created | The date that the business partner record was created | Date | |
CreatedBy | The person who created this business partner record | String | |
C_Region_ID | The region in which the business partner is based | String | |
Description | Description of the business partner | String | |
DUNS | The Dun and Bradstreet code for this business partner | Number | |
The e-mail address for this business partner | String | ||
Fax | The fax number for this business partner | String | |
GroupValue | |||
I_BPartner_ID | Business partner code, if applicable | Number | |
I_ErrorMsg | |||
I_IsImported | |||
IsActive | |||
NAICS | |||
Name | The first name of the business partner | String | |
Name2 | The second name of the business partner | String | |
Password | String | ||
Phone | The phone number for this business partner | Number | |
Phone2 | An alternative phone number for this business partner | Number | |
Postal | The postal code of the business partner | String | |
Postal_Add | The postal address of the business partner | String | |
Processed | String | ||
Processing | String | ||
RegionName | The region in which the business partner is based | ||
TaxID | The tax code of the business partner | Number | |
Title | The title of the business partner contact person | String | |
Updated | Date | ||
UpdatedBy | The user who last updated the business partner record | String | |
Value |
Creating the file format
- Log into Openbravo ERP with a client admin role.
- From the Application menu, select Master Data Management > Import Data > Import Loader Format.
- Click New.
- In the Name field, type Business Partner.
- From the Table list, select I_BPartner.
- From the Format list, select Comma Separated.
- Click Save.
- Select the Field Format tab.
- Click New.
- in the Name field, type the name of the first column of your data, for example Business Partner Name.
- From the Column list, select the column which matches the first column of your data. So if the first column was Business Partner Name you would select the column Name.
- From the Data type list, select the data type appropriate for your column. You can choose from:
- Constant
- Date
- Number
- String
- Click Save.
- Repeat this process for each column in the .csv file you want to import.
Importing the file to a temporary table
- Log into Openbravo ERP using the client admin account.
- From the Application menu, select Master Data Management > Import Data > Import File Loader.
- In the File box, type the name of your .csv file to be imported, or use the Browse button to navigate to it.
- From the Format File list, select Business Partner.
- If the .csv file has a header for the first row, select the Header first line checkbox. If the .csv file contains only data, clear the checkbox.
- Click OK to preview the import of the file.
- If you are happy with your data, click Process to import the data into temporary tables.
Final data import
- Log into Openbravo ERP with the client admin role.
- From the Application menu, select Master Data Management > Import Data > Import Business Partner.
- Click New.
- Click Import Business Partners. The business partner data is imported from the temporary tables into permanent tables.
Languages: |
Importing Products
To import a list of products you need to manually configure the file format so that Openbravo ERP is able to pick up the data from your .csv file of products correctly. You can select the following columns for import:
Column name | Description | Recommended Data Type |
---|---|---|
AD_Client_ID | The name of the client | String |
AD_Org_ID | The name of the organization | String |
B_Partner_Value | ||
C_Bpartner_ID | ||
C_Currency_ID | ||
Classification | ||
CostPerOrder | The cost per order value for this product | Number |
Created | The date that the product record was created | Date |
CreatedBy | The user who created the product record | String |
C_UOM_ID | The unit of measurement used for the product | String |
DeliveryTime_Promised | The promised date for the product, if applicable | Date |
Description | Brief description of the product | String |
DescriptionURL | Link to the product URL | String |
Discontinued | Flag showing if the product has been discontinued | String |
DiscontinuedBy | User who discontinued the product | String |
DocumentNote | ||
Help | Brief help text about the product | |
I_ErrorMsg | ||
I_IsImported | ||
ImageURL | Link to an image of the product | String |
I_Product_ID | ||
IsActive | Flag showing if the product is active | String |
ISOCode | The ISO code of the product | Number |
Manufacturer | The manufacturer of the product | String |
M_Product_Category_ID | ||
M_Product_ID | ID code for the product if applicable | Number |
Name | Name of the product | String |
Order_Min | Minimum order quantity | Number |
Order_Pack | Number of product items in shipped pack | Number |
PriceEffective | Date from which price is effective | Date |
PriceList | Price list which applies to the product | String |
PricePO | Price per order | Number |
Processed | ||
Processing | ||
ProductCategory_Value | ||
ProductType | The product type that the product belongs to | String |
RoyaltyAmt | The royalty payment amount applicable to the product | Number |
ShelfDepth | The shelf depth required to store the product | Number |
ShelfHeight | The shelf height required to store the product | Number |
ShelfWidth | The shelf width required to store the product | Number |
SKU | ||
UnitsPerPallet | The number of products that can be stored in a single pallet | Number |
UPC | The UPC code for the product | Number |
Updated | The date when the product record was last updated | Date |
UpdatedBy | The user who last updated the product record | String |
Value | ||
VendorCategory | ||
VendorProductNo | The product number as supplied by the product's vendor | Number |
Volume | The volume of the product | Number |
Weight | The weight of the product | Number |
Creating the file format
- Log into Openbravo ERP with a client admin role.
- From the Application menu, select Master Data Management > Import Data > Import Loader Format.
- Click New.
- In the Name field, type Product.
- From the Table list, select I_Product.
- From the Format list, select Comma Separated.
- Click Save.
- Select the Field Format tab.
- Click New.
- in the Name field, type the name of the first column of your data, for example Business Partner Name.
- From the Column list, select the column which matches the first column of your data. So if the first column was Product Name you would select the column Name.
- From the Data type list, select the data type appropriate for your column. You can choose from:
- Constant
- Date
- Number
- String
- Click Save.
- Repeat this process for each column in the .csv file you want to import.
Importing the file to a temporary table
- Log into Openbravo ERP using the client admin account.
- From the Application menu, select Master Data Management > Import Data > Import File Loader.
- In the File box, type the name of your .csv file to be imported, or use the Browse button to navigate to it.
- From the Format File list, select Product
- If the .csv file has a header for the first row, select the Header first line checkbox. If the .csv file contains only data, clear the checkbox.
- Click OK to preview the import of the file.
- If you are happy with your data, click Process to import the data into temporary tables.
Final data import
- Log into Openbravo ERP with the client admin role.
- From the Application menu, select Master Data Management > Import Data > Import Products.
- Click New.
- Click Import Products. The product data is imported from the temporary tables into permanent tables.
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Importing orders
To import a list of orders you need to manually configure the file format so that Openbravo ERP is able to pick up the data from your .csv file of orders correctly. You can select the following columns for import:
Column name | Description | Suggested Data Type |
---|---|---|
AD_Client_ID | The name of the client | String |
Address1 | The address of the customer placing the order | String |
Address2 | The second line of the address of the customer placing the order | String |
AD_Org_ID | The name of the organization | String |
AD_OrgTrx_ID | ||
AD_User_ID | The user placing the order | String |
BillTo_ID | The billing destination for the order | |
Billto_Upc | ||
Bpartnerupc | ||
BPartnerValue | ||
C_Activity_ID | ||
C_BPartner_ID | The business partner placing the order | String |
C_BPartner_Location_ID | ||
C_BPartner_Location_Upc | ||
C_Campaign_ID | ||
C_Country_ID | The country in which the order was placed | String |
C_Currency_ID | The currency used to place the order | String |
C_DocType_ID | ||
City | The city where the customer placing the order is based | String |
C_Location_ID | The business partner location | String |
ContactName | The contact person placing the order | String |
C_Order_ID | The order number | Number |
C_Orderline_ID | The line number of the order | Number |
CountryCode | The country code of the | |
C_PaymentTerm_ID | The payment term if applicable | String |
C_Project_ID | The project associated with the order | String |
Created | The date the order was placed | Date |
CreatedBy | The user who created the order record | String |
C_Region_ID | ||
C_Tax_ID | ||
C_UOM_ID | ||
DateOrdered | The date the order was placed | Date |
DatePromised | The promise date for the order | Date |
Description | Description of the order | String |
DocTypeName | ||
DocumentNo | The order number | Number |
The e-mail address of the contact placing the order | String | |
I_errormsg | ||
I_IsImported | ||
I_OrderID | ||
IsActive | Flag to state whether the order is active or not | String |
IsSOTrx | ||
LineDescription | Description of the line item | String |
M_PriceList_ID | Pricelist which applies to the order | String |
M_Product_ID | ||
M_Shipper_ID | The | |
M_Warehouse_ID | The warehouse where stock for the order is stored | String |
Name | ||
OrderReferenceno | The order number | Number |
Paymentamount1 | Payment due on the order | Number |
Paymentamount2 | ||
Paymentrule1 | ||
Paymentrule2 | ||
PaymentTermValue | ||
Perform_Post | ||
Phone | ||
Postal | Postal code to which the order will be shipped | String |
PriceActual | ||
Processed | Flag stating whether the order has been processed | String |
Processing | ||
ProductValue | ||
QtyOrdered | The number of items ordered | Number |
RegionName | ||
SalesRep_ID | ||
SKU | ||
TaxAmt | The amount of tax payable on the order | Number |
TaxIndicator | ||
UPC | The UPC code for the ordered item | String |
Updated | The date that the order was updated | Date |
UpdatedBy | The user that updated the order | String |
Vendor_Upc | The vendor's UPC code | String |
- Log into Openbravo ERP with a client admin role.
- From the Application menu, select Master Data Management > Import Data > Import Loader Format.
- Click New.
- In the Name field, type Orders.
- From the Table list, select I_Order.
- From the Format list, select Comma Separated.
- Click Save.
- Select the Field Format tab.
- Click New.
- in the Name field, type the name of the first column of your data, for example Business Partner Name.
- From the Column list, select the column which matches the first column of your data. So if the first column was Product Name you would select the column Name.
- From the Data type list, select the data type appropriate for your column. You can choose from:
- Constant
- Date
- Number
- String
- Click Save.
- Repeat this process for each column in the .csv file you want to import.
Importing the file to a temporary table
- Log into Openbravo ERP using the client admin account.
- From the Application menu, select Master Data Management > Import Data > Import File Loader.
- In the File box, type the name of your .csv file to be imported, or use the Browse button to navigate to it.
- From the Format File list, select Orders.
- If the .csv file has a header for the first row, select the Header first line checkbox. If the .csv file contains only data, clear the checkbox.
- Click OK to preview the import of the file.
- If you are happy with your data, click Process to import the data into temporary tables.
Languages: |