Jobs and Subjobs are imported using the following templates:
Complete the templates ensuring that each row’s mandatory fields are completed with relevant data. Refer to the import template worksheets for instructions on what data types can be inserted on each column.
Note: Where GL account codes are required and a segmented GL is in use, the system code must be used (e.g _SYS00000000032).
To import the templates, use Microsoft DTS packages.
The import process is completed using Microsoft Data Transformation Services. The following tables can be imported to using this process:
- Ensure the import template is closed prior to beginning the import.
- Select Import Data from the All Tasks menu by right-clicking on the database you wish to import to.
- The DTS Wizard will load and guide you through the import procedure.
- Select Microsoft Excel as the Data Source, then select the import file from its saved location and Excel version. Tick the First row has column names box.
- Select the Destination as either SQL Native Client or Microsoft OLE DB Provider for SQL Server. Specify the server connection details and database for import.
- Select Copy data from one or more tables or views to specify that you wish to copy the data from the source spreadsheet.
- Tick the Source column checkbox for each worksheet(s) you intend to import and select the Eralis Job table with the same name from the drop-down selection in the Destination column.
- Select each row / table that you are importing and click the Edit Mappings button in the footer of the window to map fields from the spreadsheet to fields in the Eralis Job tables.
- Select the Append rows to destination table radio button in the header of the Mapping screen.
- In the Mappings grid, Microsoft DTS will attempt to map the spreadsheet (Source) to the Eralis Job table (Destination) automatically based on column names.
If changes to the suggested mappings are required, select the correct column or change the destination to <ignore> from the drop-down list to change the source or not import any data.
- Repeat this process for each of the tables that you are importing to.
- Specify whether you wish to run the DTS package immediately or save it and execute later.
- Microsoft DTS will give a status report once the DTS package has been run. Where errors occur, you can drill down on the rows for a detailed message on the issue. Update the import template or DTS package and re-run the import.
- If several instances of the same worksheet show as source options during the import, select the worksheet which ends in $.
- Imports sometimes fail because of blank rows at the end of an excel worksheet. To eliminate blank rows, highlight only the rows and columns with data for import and copy and paste these to a new worksheet, save it and then import the new worksheet.