{"id":20980,"date":"2020-10-28T12:51:21","date_gmt":"2020-10-28T12:51:21","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sagex3\/?p=20980"},"modified":"2020-10-28T12:51:23","modified_gmt":"2020-10-28T12:51:23","slug":"how-to-perform-file-import-export-function-using-batch-processing","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagex3\/2020\/10\/28\/how-to-perform-file-import-export-function-using-batch-processing\/","title":{"rendered":"How to perform file Import\/Export function using Batch Processing"},"content":{"rendered":"\n

Batch processing<\/strong> is a method of queued up transaction executed without manual intervention on the regular interval.<\/p>\n\n\n\n

The batch server is a background process that launches programs or system commands. A queue of tasks is processed by the server, executing and logging the results of each task.<\/p>\n\n\n\n

we come across the scenario where file based import and export function to be performed for transferring data between x3, the process can be automated through user-defined time scheduling of batch jobs<\/a>.<\/p>\n\n\n\n

How to add export batch task to the batch server queue:<\/u><\/strong><\/p>\n\n\n\n

STEP 1: Navigate to Usage > Batch server > Query management.<\/p>\n\n\n\n

STEP 2: Click on Query.<\/p>\n\n\n\n

STEP 3: Task code, Enter Export. <\/p>\n\n\n\n

STEP 4: Click on Validation.<\/p>\n\n\n\n\n\n

STEP 5: Enter your template in the Template<\/strong> field<\/p>\n\n\n\n

STEP 6: Select Server as the Location. Batch processes do not use client files.<\/p>\n\n\n\n

STEP 7: Exports-Enter a Data file<\/strong> name or select one using the lookup button. The name needs to be a storage volume followed by a file name, e.g. [TMP]\/SOHFILE.csv<\/p>\n\n\n\n

STEP 8: Exports-Range and Criteria fields used to filter the data to be exported.<\/p>\n\n\n\n\n\n

Once the status of the Export task is finished, you can select Log<\/strong> from the action button\u2019s menu on the row of batch task.<\/p>\n\n\n\n\n\n\n\n

Create recurring batch task for export batch task<\/strong><\/p>\n\n\n\n

STEP 1: Navigate to Usage > Batch server > Recurring task management.<\/p>\n\n\n\n

STEP 2: Click New.<\/p>\n\n\n\n

STEP 3: Enter a Recurring task code and Description.<\/p>\n\n\n\n

STEP 4: For the Task code EXPORT\/IMPORT.<\/p>\n\n\n\n

STEP 5: Select a Periodicity. Choose either Weekly or Monthly and select or enter the days the job should run.<\/p>\n\n\n\n

STEP 6: Enter a Time Range or one to three Fixed times to run the job each scheduled day.<\/p>\n\n\n\n

STEP 7: Click Create.<\/p>\n\n\n\n

STEP 8: Click Parameters.<\/p>\n\n\n\n

STEP 9: Enter your template in the Template field<\/p>\n\n\n\n

STEP 10: Select Server as the Location. Batch processes do not use client files.<\/p>\n\n\n\n

STEP 11: Enter a Data file name or select one using the lookup button. The name needs to be a storage volume followed by a file name, e.g. [TMP]\/ SOHFILE.csv<\/p>\n\n\n\n

STEP 12: Range and Criteria fields are available to filter the data to be exported.<\/p>\n\n\n\n

STEP 13: Click OK.<\/p>\n\n\n\n

STEP 14: Select ACTIVE button and click on save button.<\/p>\n\n\n\n\n\n

Task code-EXPORT<\/strong><\/p>\n\n\n\n

        A standard task called ‘EXPORT’, which runs the batch export function BATCHEXP<\/em><\/strong>. A standard task called ‘IMPORT’, which runs the batch export function BATCHIMP<\/em><\/strong>.Set up a recurring task with EXPORT or IMPORT as the task code, X3 will ask you to enter parameters, which will include the template to use.<\/p>\n\n\n\n

How to add Import batch task to the batch server queue:<\/u><\/strong><\/p>\n\n\n\n

STEP 1: Navigate to Usage > Batch server > Query management.<\/p>\n\n\n\n

STEP 2: Click on Query.<\/p>\n\n\n\n

STEP 3: Task code, Enter Import.<\/p>\n\n\n\n

STEP 4: Click on Validation.<\/p>\n\n\n\n\n\n

STEP 5: Enter your template in the Template<\/strong> field<\/p>\n\n\n\n

STEP 6: Select Server as the Location. Batch processes do not use client files.<\/p>\n\n\n\n

STEP 7: Select the Location of file to be imported.<\/p>\n\n\n\n

STEP 8: Click OK<\/strong>.<\/p>\n\n\n\n\n\n

Click on Log, if import task status completed successfully.<\/p>\n\n\n\n\n\n\n\n

This blog helps us to understand what is batch task and how to perform import\/export using batch processing and create recurring task for import\/export batch task.<\/p>\n\n\n\n

About Us<\/strong><\/h2>\n\n\n\n

Greytrix \u2013 a globally recognized and one of the oldest Sage Development Partners is a one-stop solution provider for Sage ERP and Sage CRM organizational needs. Being acknowledged and rewarded for multi-man years of experience and expertise, we bring complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third-party add-on development, and implementation competence.<\/p>\n\n\n\n

Greytrix has some unique integration solutions developed for Sage CRM<\/a> with Sage ERPs namely Sage X3<\/a>, Sage Intacct<\/a>, Sage 100<\/a>, Sage 500<\/a>, and Sage 300<\/a>. We also offer best-in-class Sage ERP and Sage CRM customization and development services to Business Partners, End Users, and Sage PSG worldwide. Greytrix helps in the migration of Sage CRM from Salesforce | ACT! | SalesLogix | Goldmine | Sugar CRM | Maximizer. Our Sage CRM Product Suite includes addons like  Greytrix Business Manager, Sage CRM Project Manager, Sage CRM Resource Planner, Sage CRM Contract Manager, Sage CRM Event Manager, Sage CRM Budget Planner, Gmail Integration, Sage CRM Mobile Service Signature, Sage CRM CTI Framework.<\/p>\n\n\n\n

Greytrix is a recognized Sage Champion Partner for GUMU™ Sage X3 \u2013 Sage CRM integration listed on Sage Marketplace<\/a> and Sage CRM \u2013 Sage Intacct integration listed on Sage Intacct Marketplace<\/a>. The GUMU™ Cloud framework<\/a> by Greytrix forms the backbone of cloud integrations that are managed in real-time for the processing and execution of application programs at the click of a button.<\/p>\n\n\n\n

For more information on our integration solutions, please contact us at sage@greytrix.com<\/a>. We will be glad to assist you.<\/p>\n\n\n\n

<\/p>\n","protected":false},"excerpt":{"rendered":"

Batch processing is a method of queued up transaction executed without manual intervention on the regular interval. The batch server is a background process that launches programs or system commands. A queue of tasks is processed by the server, executing and logging the results of each task. we come across the scenario where file based import\u2026 Read More »<\/a><\/span><\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[4,5,8],"tags":[3133,205,765,1035,3066],"class_list":["post-20980","post","type-post","status-publish","format-standard","hentry","category-faq","category-features","category-sage-erp-x3","tag-batch-processing","tag-batch-task","tag-export","tag-import","tag-query-tool"],"_links":{"self":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/posts\/20980","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/comments?post=20980"}],"version-history":[{"count":2,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/posts\/20980\/revisions"}],"predecessor-version":[{"id":20992,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/posts\/20980\/revisions\/20992"}],"wp:attachment":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/media?parent=20980"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/categories?post=20980"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/tags?post=20980"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}