The Import data application enables the import of specific data (e.g., item, country, organizational structures) from another Comarch ERP Enterprise system using the Business Integration Service (BIS).
The Import data application consists of the identification pane, which allows selecting an import filter, and the work pane, which displays the filter attributes. Each filter contains a set of attributes shown in the work pane, which can be selected for import.

In addition to filters saved in the database, newly created filters can also be used. To use a newly created filter, it does not need to be saved. It is possible to save a filter so that it is available for later use. Saved filters are available in both the Import data and Data Export applications and can therefore be used in both import and export processes.

There are two types of data exchange:

• data exchange between different Comarch ERP Enterprise systems
• data import from the previous version of the system to its new version

A detailed description of data exchange can be found in the articles Import data and Export data.

The organizational data can only be imported in systems with the content-related authorizations.
The organizational data consists of:

• master data
• content-related authorization settings
• organizational structure data

The document Import of Organizational Structures contains the following chapters:

• Import data
• Attributes Required for Import
• Import of New Organizations
• Adding Organizations to the Organizational Structure
• Overview: Identification and Mandatory Fields

Import data

During the import process, as well as in the case of manual modifications in the import file, the system verifies the correctness of the data.

Procedures: Import data into the system

1. First, open the Import data application.
2. In the Identification pane of the application, select the business entity com.cisag.app.multiorg.obj.Organization using the [Value Assistant] button.
3. The filter and its attributes will be displayed in the work pane.

1. The selected filter attributes are already marked. Filter editing is possible on the Filter tab.
2. Click the [Import data] button on the standard toolbar.
3. The background Import data dialog window will appear.
4. In the application window, select the file to be imported in the Source file field.
5. Processing job settings can be adjusted as required. A detailed description of the Import data application can be found in the Import data article.
6. The data import is started using the [In background] button.

Attributes required for import

To import a file from the previous system version, for each business entity at least the following attributes must be defined:

• identification attributes (business key)
• mandatory fields

Identification attributes and mandatory fields are listed in the section Overview: Identification and Mandatory Fields.

In addition, there are relations with other business objects that do not directly belong to the business object Organization. These include, among others, relations through foreign keys, marked in italics in the Filter section of the Import data application. To resolve these dependencies, the identification attributes of those business objects must be selected in this section.

Data referenced by foreign keys cannot be imported simultaneously: they must already exist in the system. If, apart from identification attributes, other attributes are defined through a foreign key relationship, they will be ignored.

If the primary key of a business object consists entirely or partially of foreign keys, the business object to which that foreign key refers must be specified in the import file via its identification attributes.

Import Sequence

When a new organization is added to the organizational structure, the main organization must already exist in the structure. In the case of importing organizational structures, the main organization must be imported before the subordinate organization.

When organizations are used in several organizational structures, it is possible to import the structures after importing the organizations.

Import of New Organizations

The import file must specify all identifiers and mandatory attributes of master data. The content-related authorizations and organizational structure data cannot be specified in the CSV format in the same import file, since parallel 1:n relationships between business objects cannot be imported together.

Example of importing new organizations using two import files:

Adding Organizations to the Organizational Structure

To add an organization to the organizational structure via import, make sure that the master data has already been successfully imported beforehand. The import file must specify the identification attribute of the master data. If other master data attributes are specified, the existing data will be overwritten. If the organization being imported already belongs to the organizational structure, the data will be overwritten where possible.

This method of import is necessary if it is not possible to import several organizational structures simultaneously (e.g., due to dependencies between them).

Example of an import file used to add an organization to the organizational structure:

Overview: Identification and Mandatory Fields

Below you can find a description of the mandatory fields and main attributes for individual business objects retrieved during data import.

During the import of organizational structures, data is retrieved from the Organizations application. The tabs in this application, i.e., Authorizations, Purchasing, Inventory Management, Sales, Financials, correspond to the following data.

Master Data

Authorizations

The following fields refer to the work pane data of the Organizations application on the Authorizations tab.

Business Entities for Authorizations

The business entities refer to the work pane data of the Organizations application on the Authorizations tab.

Organizational Structure – Purchasing

The following fields correspond to the work pane data of the Organizations application on the Purchasing tab.

Shared Data – Purchasing

The following fields correspond to the work pane data of the Organizations application on the Purchasing tab.

Business Entities Shared Between Organizations – Purchasing

Organizational Structure – Inventory Management

The following fields correspond to the work pane data of the Organizations application on the Inventory Management tab.

Shared Data – Inventory Management

The following fields correspond to the work pane data of the Organizations application on the Inventory Management tab.

Business Entities Shared Between Organizations – Inventory Management

Organizational Structure – Sales

The following fields correspond to the work pane data of the Organizations application on the Sales tab.

Shared Data – Sales

The following fields correspond to the work pane data of the Organizations application on the Sales tab.

Business Entities Shared Between Organizations – Sales

Organizational Structure – Financials

The following fields correspond to the work pane data of the Organizations application on the Financials tab.

Shared Data – Financials

The following fields correspond to the work pane data of the Organizations application on the Financials tab.

Business Entities Shared Between Organizations – Financials