The general flow of file importing/exporting can be described by the following steps. Click on a step to find out more.

  1. Determine file location.
  2. Select an object.
  3. Define a template.
  4. Set up data for transcribing, if needed.
  5. Import or export the data.

You may want to review some important things to keep in mind when importing and exporting, as well as check out examples on our Get Started page.

To automate the processing of imports and exports, refer to Batch Processing.

File Location

Data files for imports and exports are required on the application server for X3. Getting them onto the server for a cloud site can be done either by selecting the file from a client machine while manually running the import/export, or by uploading the file to a storage location on the server prior to importing or exporting.

Data Files on the Server

X3 includes several predefined folders on the server that are referred to as storage areas. These areas are used for the many types of data files used by X3 and are named according to their use. For the purposes of importing and exporting, it is recommended to use the TMP area or to create a new folder.

Storage Areas

Storage area

Creating a Storage Area

  1. In X3, navigate to Usage > Usage > X3 Storage Areas.
  2. On the Volume screen, click Create.
  3. Enter a Volume, a Description and a Root. The Volume is the area name that will be displayed in lookups. The root is the folder name under the main folder for the endpoint.
  4. Click Save.

Using a Storage Area

Once the storage area is in place, use the action button next to the volume to go to the related File list. You can upload a file there by clicking Create, or download it by clicking the file name and then clicking the file icon.”

Storage area file detail

Data Files on the Client

The user interfaces for imports and exports provide the user with a simple way to transfer files between the server and client machines. When setting up the import or export, select the Client radio button next to the file. When execution begins, you can select the source/destination file.

For imports, the selected file is uploaded automatically to the TMP folder in the X3 Storage Area and used for the import.

For exports, the results are written to a file in the TMP folder in the X3 Storage Area, and the user is prompted to save the file locally or open it using a local application, such as notepad.exe.

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Select an Object

Determine the Object to be Used in the Template

Determine if a default template that would be suitable for use already exists. For example, to import customers, the BPC object is provided and allows importing the customer identity, addresses, etc. Default templates are available in the SEED folder and can be copied to a live folder. Navigate to Setup > Usage > Imports / Exports > Import/export templates in X3 to access the default templates.

Note: We recommend making a copy of default templates rather than directly modifying them because updates to the SEED folder could potentially overwrite any changes.

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Defining Templates

While creating your template, it may be helpful to export at least one of your existing records so that you can see the data for each field and match it to your import source file. Determine the fields that need to be imported for each object. Refer to “Import/export templates Module Common Data” on the online help center for more information on the required fields and the tables used.

File Formats

Use Setup > Usage > Imports/exports > Import/export templates to define the file formats used to extract data from the database. This function automates the process of importing and exporting data using customizable templates. The following structures can be used when importing or exporting data:

Templates can be customized to meet a company’s specific needs.

It is a good idea to copy a factory template (by modifying the code name) so that future upgrades to the application do not overwrite the template.

Import/export templates use objects to update the database. An object is defined by a group of tables and screens, as well as the standard actions associated with the fields and the update.

All the controls and actions necessary during the database update are carried out because a single description for the object is used to generate the code relative to an online update and an update by import.

When an object only updates a single table, the import template describes the list of fields from the table to be integrated. Remember that a block of data from the file to be imported or exported contains the data for a record.

When several tables are updated by an object (for example the header and the lines), several blocks of data are found for an instance of the object to be integrated.

It is possible to import a table without associating an object with it. The empty object field is left for this purpose, and the table and the fields concerned are entered in the grid on the Fields tab. The import is then made without any control, apart from those deduced from the formats associated with the data types of the fields.

The following table shows some commonly-used templates for importing/exporting data to a file:

Import Type Template Code
Products ITM
Product Site ITF
Standard Cost ITC
Customers BPC
Suppliers BPS
Sales Price Book SPL
Sales Orders SOH
Customer BP Invoices BIC
Purchase Price Lists PPL
Purchase Orders POH
Supplier BP Invoices BIS
Accounting Entries GAS
Financial Budgets BUD

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Transcribing Data

Transcribing creates a correspondence between internal and external data values. For example, an external application may use the value “CHECK” for a payment type field while X3 uses “CHK”. The import/export process can transform these values from one to another using transcribing.

Transcribe Import/Export Function

This function can be found in X3 at Setup > Usage > Imports/exports > Transcribe import/export. Once a transcribing table is defined, it can be specified on fields in a template.

Transcribe screen

The table definition defines the mapping between the original value being imported or exported, and the transcribed value that will replace it. The following principles apply:

Transcribing Example

Local code External code
A 1
B 2
C 3
D 3
C 4
D *
* 6

Table Ranges

We recommend that you use a table number in the 600-999 range because numbers lower than 600 can be overwritten by updates to the application.

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Important Concepts

See the online help center inside X3 for information about templates for specific entities.

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