IN Import/Export window

InventoryCS > Inventory > Inventory Items menu > IN Import/Export window

You can import or export certain information in Denali. Use this window to specify the type, format, and location of the information you want to transfer.

Caution: Be sure to back up your data before you use this option so you have a record of transaction details before you delete them.

Import/Export

Select the type of transfer you want to perform from this drop-down list.

File Definition

Select the type of information you will transfer with this process. The options available in this drop-down list vary depending on the module from which you opened this window. Use the drop-down, or type the first few characters in the field to choose the definition you want to use.

• Inventory Stock Item(s): this imports/exports stock item data to/from the master record and does not include quantity. If you are importing data, the transfer method options of Append Only, Update Only, or Append & Update are available. If you are exporting data, the transfer methods are unnecessary and unavailable.

• Inventory Stock Item(s) with Quantity: this option transfers stock item information only to existing master records and includes your quantity. When importing stock items, this will append your on-hand quantities and change the quantities in the Cost Quantity table (IN_CostQuantity, see Viewing Table Information). The import transfer method available for this option is Append Only. If you are exporting data, the transfer methods are unnecessary and unavailable.

• Inventory Price List: this option imports/exports only inventory price information. The only import method of transfer available for this option is Update Only. If you are exporting data, the transfer methods are unnecessary and unavailable.

• Inventory Stock Items to 3dCart: this option is only available if you select Export from the Import/Export drop-down. Select this option if you want to export stock items from Denali and then import them into 3dCart. You can only export comma delimited files to 3dCart.

Transfer Method

This field is only available if you select Import as your transfer type. Use this option to set the type of import transfer you want to do. Depending on the file definition you chose, all or some of the following options are available.

• Append Only: this option only adds new data to the table. If you selected AP Vendor(s) with Balance Forward from the File Definition drop-down, this option is selected by default and you cannot change it.

• Update Only: this option only updates existing data in the table.

• Update & Append: this option updates existing data and adds new data to the table.

For more information about data tables, see Viewing Table Information.

Column Position File (Fixed Length)

Each field in the file to be imported/exported begins at a specific position and contains a fixed number of characters. This file type is sometimes referred to as “fixed length.”

Tab Delimited File

The fields in the file to be imported/exported are separated by tabs.

Comma Delimited File

The fields in the file to be imported/exported are separated by commas.

First Row is Column Header

This option is only available when you import information. If the file you are importing contains column headers, you need to select this check box to indicate this.

Input/Output File

You can type the path to the transfer file location or use the Browse button to locate the file.

Browse

Use the ellipses button to locate the file and insert its file path into the Input/Output File field.

Import/Export Log

The name of this text box depends on the type of transfer you select. This text box displays the fields that are being imported/exported, any errors associated with the transfer, and a message showing that the transfer was successful. When the process is complete, you can print the log using the Print Log button.

Server Name/Table Name label

This label is at the bottom of the window and displays the server and table name(s) that are being imported or exported.

Begin Import/Export

The name of this button depends on the type of information transfer you selected in the Import/Export field. Once you complete the information in this window, you are ready to import/export data. Select this button to start the import/export process.

After you select this button, the status of the process will display in the Import/Export Log text box and all buttons, except the Cancel button, will be disabled until the process is complete.

Print Log

If you want to print a copy of any messages that appear in the Import/Export Log text box, select this button.