Data Import Manager Module in Sage 500 ERP

By | September 22, 2017

Data Import Manager is a unique module in Sage 500 ERP (formerly known as MAS 500). Using this tool, users can easily import data from a source of application like XLS, CSV and XML file.

New StuffCredit and Rebill functionality on Posted invoice in Sage 500

Data Import Manager workflow can be divided into three categories:

  • Maintain Source Connection
  • Maintain Import Job
  • Process Import Job

workflow diagram1. Maintain Source connection: 

Maintain Source Connection defines the connection and source tables from source data to Sage 500 ERP databases. This connection is used at runtime to connect to a data source and import the data into Sage 500 ERP tables. The screenshot below displays where the users can define the source connection details.

2. Maintain Import Job :

Users can define the Source connection and Destination entity.  A source data connection previously created in Maintain Source Connection is assigned to the import job definition.  The Destination entity is a Sage 500 business object where users can select to import data source on that Destination.

Once the user defines the complete information and saves into the Maintain Import job, the utility generates the SQL job in SQL Server for importing the data from source records thereby inserting into the staging table of Sage MAS 500.

3. Process Import Job task :

The Process Import Job is the final activity of the data import process. Process Import Job utility is used to process records based on the information provided in the “Maintain Source connection” and “Maintain Import Job”. Using this utility, users will be able to transfer records in Sage 500.

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