TRAVERSE Global v11.1

Import Maps--Sample Layout and Map Definitions

This is a list of sample import layout and map definitions you can build in TRAVERSE. Advanced information is provided to allow you to create your own import assemblies.

LayoutID Definitions

ClosedADPPay01 - ADP Payroll

Spec Value
File Type Delimited
Field Separator Comma
Row Separator CRLF
Text Qualifier Quote
Skip Rows 0
Default File Name  
Filter  
Display Filter  

Import Layout:

Seq Num Description Field Type Field Width Field Value Ext Info
1 CompId Raw Text 0    
2 AcctId Raw Text 0    
3 SourceId Raw Text 0    
4 PackedDate Raw Text 0    
5 Amount Raw Text 0    
6 Reference Raw Text 0    
7 Description Raw Text 0    
8 AllocateYn Number 0 1  
9 CashFlow Number 0 1  
10 ChkRecon Number 0 1  
11 DebitAmount Number 0 =CONVERT([Amount])  
12 TransDate Date Time 0 =PARSE([PackedDate], "MMDDYYYY")  
13 SourceCode Number 0 =XLATE([SourceId]) 81;R1
ClosedDPPay01 - Donor Perfect Payroll

Spec Value
File Type Fixed Width
Field Separator None
Row Separator CRLF
Text Qualifier None
Skip Rows 0
Default File Name  
Filter  
Display Filter  

Import Layout:

Seq Num Description Field Type Field Width Field Value Ext Info
1 Unused01 Raw Text 10    
2 Reference Raw Text 5    
3 PackedDate Raw Text 8    
4 Description Raw Text 30    
5 PackedDebit Raw Text 11    
6 PackedCredit Raw Text 11    
7 AcctId Raw Text 17    
8 AllocateYn Number 0 1  
9 CashFlow Number 0 1  
10 ChkRecon Number 0 1  
11 TransDate Date Time 0 =PARSE([PackedDate], "MMDDYYYY")  
12 CreditAmount Number 0 =CONVERT([PackedCredit])  
13 DebitAmount Number 0 =CONVERT([PackedDebit])  
14 SourceCode Text 0 PA  
ClosedRaisers01 - Raiser's Edge Payroll

Spec Value
File Type Delimited
Field Separator Comma
Row Separator CRLF
Text Qualifier Quote
Skip Rows 0
Default File Name  
Filter  
Display Filter  

Import Layout:

Seq Num Description Field Type Field Width Field Value Ext Info
1 AcctId Raw Text 0    
2 PackedDate Raw Text 0    
3 Unused01 Raw Text 0    
4 DCFlag Raw Text 0    
5 PackedAmount Raw Text 0    
6 Unused02 Raw Text 0    
7 Description Raw Text 0    
8 TransDate Date Time 0 =PARSE([PackedDate], "MMDDYYYY")  
9 Reference Text 0 Raisers Import  
10 SourceCode Text 0 PA  
11 UnsignedAmount Number 0 =CONVERT([PackedAmount])  
12 DCFlagXlate Text 0 =XLATE([DCFlag]) D;1;C;-1
13 AmountMultiplier Number 0 =CONVERT([DCFlagXlate])  
14 DebitAmount Number 0 =([UnsignedAmount] * [Amount Multiplier])  
ClosedGLTransImp - GL Transaction Import

Spec Value
File Type Delimited
Field Separator Comma
Row Separator CRLF
Text Qualifier Quote
Skip Rows 1
Default File Name C:\Documents\TRAV 11\GL\GL Edit Transactions.csv
Filter  
Display Filter  

Import Layout:

Seq Num Description Field Type Field Width Field Value Ext Info
1 Account ID Raw Text 0    
2 Debit Amt Raw Text 0    
3 Credit Amt Raw Text 0    
4 Description Raw Text 0    
5 Reference Raw Text 0    
6 Date1 Raw Text 0    
7 Period Raw Text 0    
8 A Text 0 1  
9 C Text 0 1  
10 Date Date Time 0 =PARSE([Date1], "MMDDYYYY")  
ClosedFixTst - Fixed Length Text

Spec Value
File Type Fixed Width
Field Separator  
Row Separator CR
Text Qualifier  
Skip Rows 1
Default File Name  
Filter  
Display Filter  

Import Layout:

Seq Num Description Field Type Field Width Field Value Ext Info
1 AccountID Raw Text 12    
4 Description Raw Text 30    
2 DebitAmount Raw Text 13    
3 CreditAmount Raw Text 13    
5 Reference Raw Text 50    
6 FiscalYear Raw Text 4    
7 FiscalPeriod Raw Text 2    
8 Date RawText 10    
ClosedBRImport - Bank Rec Import

Spec Value
File Type Delimited
Field Separator Comma
Row Separator CRLF
Text Qualifier Quote
Skip Rows 0
Default File Name C:\Documents\BRRecImp.csv
Filter  
Display Filter  

Import Layout:

Seq Num Description Field Type Field Width Field Value Ext Info
1 CheckNo Raw Text 0    
2 Name Raw Text 0    
3 Amount Raw Text 0    
4 Date Raw Text 0    
5 TypeXlate Text 0 =XLATE([Type]) D;2;C;-1
6 Type Raw Text 0    
7 Bank ID Raw Text 0    
ClosedPayrollImp - Payroll Transaction Import

Spec Value
File Type Delimited
Field Separator Comma
Row Separator LF
Text Qualifier None
Skip Rows 0
Default File Name C:\Documents\TRAV 11\PA\PayrollImport.txt
Filter  
Display Filter  

Import Layout:

Seq Num Description Field Type Field Width Field Value Ext Info
1 Employee ID Raw Text 0    
2 Hours Raw Text 0    
3 Rate Raw Text 0    
4 Earn Code Raw Text 0    
5 Department Raw Text 0    
6 Labor Class Raw Text 0    
7 Date Raw Text 0    
ClosedCRMContact - CRM Contact Import

Spec Value
File Type Delimited
Field Separator Comma
Row Separator CRLF
Text Qualifier Quote
Skip Rows 1
Default File Name C:\Documents\TRAV 11\CRM\AR Customer View.csv
Filter  
Display Filter  

Import Layout:

Seq Num Description Field Type Field Width Field Value Ext Info
1 ID1 -1 0    
2 Customer ID -1 0    
3 Customer Name -1 0    
4 Addr1 -1 0    
5 Addr2 -1 0    
6 City -1 0    
7 Region -1 0    
8 Postal Code -1 0    
9 Country -1 0    
10 ContactMethTypeID1 -1 0    
11 ContMethValue -1 0    
12 Status1 -1 0    
13 ContactStatus1 -1 0    
14 LinkType 1 0 1  
20 ID 1 0 =CONVERT([ID1])  
21 ContactMethTypeID 1 0 =CONVERT([ContactMethTypeID1])  
22 Status 1 0 =CONVERT([Status1])  
23 Contact Status 1 0 =CONVERT([ContactStatus1])  
ClosedTimeforce - Timeforce time clock import

Spec Value
File Type Delimited
Field Separator Comma
Row Separator CRLF
Text Qualifier  
Skip Rows 0
Default File Name  
Filter  
Display Filter  

Import Layout:

Seq Num Description Field Type Field Width Field Value Ext Info
1 Employee ID * Raw Text 0    
2 E/D Raw Text 0    
3 Hours Code (earn code)* Raw Text 0    
4 Hours Worked * Raw Text 0    
5 Dollar Amount Raw Text 0    
6 Rate * Raw Text 0    
7 Rate Code Raw Text 0    
8 Dept Level 1 * Raw Text 0    
9 Dept Level 2 Raw Text 0    
10 Dept Level 3 Raw Text 0    
11 Dept Level 4 Raw Text 0    
12 Dept Level 5 Raw Text 0    
13 Job Code Raw Text 0    
14 Shift Code Raw Text 0    
15 Begin Date * Raw Text 0    
16 End Date Raw Text 0    
17 WCCode Raw Text 0    
18 Task Code Raw Text 0    
ClosedSOTransDtl - SO Transaction Import

Spec Value
File Type Delimited
Field Separator Comma
Row Separator CRLF
Text Qualifier Quote
Skip Rows 1
Default File Name  
Filter  
Display Filter  

Import Layout:

Seq Num Description Field Type Field Width Field Value Ext Info
10 RawCustId -1 0    
20 RawItemId -1 0    
30 RawPrice -1 0    
40 RawDate -1 0    
50 RawTransType -1 0    
60 RawTransId -1 0    
70 BatchID -1 0    
80 QTY 1 0 1  
90 PartId 0 0 =SUBSTRING([RawItemId],1,24)  
250 TransType 1 0 =CONVERT([RawTransType])  
300 CustId 0 0 =SUBSTRING([RawCustId],1,10)  
340 Price 1 0 =CONVERT([RawPrice])  
350 Transdate 2 0 =PARSE([RawDate],"MM/DD/YYYY")  
360 Transid 1 0 =CONVERT([RawTransId])  
ClosedBankImport - Banking Import

Spec Value
File Type Delimited
Field Separator Comma
Row Separator CRLF
Text Qualifier Quote
Skip Rows 1
Default File Name C:\Documents\BRRecImp.csv
Filter  
Display Filter  

Import Layout:

Seq Num Description Field Type Field Width Field Value Ext Info
1 Bank Acct ID Raw Text 0    
4 Chk/Dep/Bank Raw Text 0    
2 Trans Date Raw Text 0    
3 Type Raw Text 0    
5 Description Raw Text 0    
6 Reference Raw Text 0    
7 Amount Raw Text 0    
8 TypeXlate Text 0 =XLATE([Type])  
ClosedPhysInv - Physical Inventory Import

Spec Value
File Type 1
Field Separator Comma
Row Separator CRLF
Text Qualifier Quote
Skip Rows 1
Default File Name C:\Documents\TRAV 11\IN\PrintLocationWorksheets.csv
Filter  
Display Filter  

Import Layout:

Seq Num Description Field Type Field Width Field Value Ext Info
1 Batch Code Raw Text 0   D;2;C;-1
2 Location ID Raw Text 0    
3 Bin No Raw Text 0    
4 Item ID Raw Text 0    
5 Unit Raw Text 0    
6 Qty1 Raw Text 0    
7 Serial No Raw Text 0    
8 Lot No Raw Text 0    
9 Verify1 Raw Text 0    
12 Qty Number 0 =CONVERT([Qty1])  
13 Verify Number 0 =CONVERT([Verify1])  
ClosedARTran - AR Transaction Import

Spec Value
File Type 1
Field Separator Comma
Row Separator CRLF
Text Qualifier Quote
Skip Rows 1
Default File Name  
Filter  
Display Filter  

Import Layout:

Seq Num Description Field Type Field Width Field Value Ext Info
1 RawInvcNum -1 0   D;2;C;-1
10 RawCustId -1 0    
95 RawItemId -1 0    
100 RawCharge -1 0    
120 RawDate -1 0    
122 RawTransType -1 0    
130 RawTransId -1 0    
140 BatchID -1 0    
150 QTY 1 0 1  
220 PartId 0 0 =SUBSTRING([RawItemId],1,24)  
250 TransType 1 0 =CONVERT([RawTransType])  
300 CustId 0 0 =SUBSTRING([RawCustId],1,10)  
320 InvcNum 0 0 =SUBSTRING([RawInvcNum],1,15)  
340 Price 1 0 =CONVERT([RawCharge])  
350 Transdate 2 0 =PARSE([RawDate],"MM/DD/YYYY")  
360 Transid 1 0 =CONVERT([RawTransId])  
ClosedAPTran - AP Transaction Import

Spec Value
File Type Delimited
Field Separator Comma
Row Separator CRLF
Text Qualifier Quote
Skip Rows 1
Default File Name  
Filter  
Display Filter  

Import Layout:

Seq Num Description Field Type Field Width Field Value Ext Info
25 RawCost -1 0    
40 RawDate -1 0    
50 RawTransId -1 0    
60 InvoiceNo -1 0    
100 TransId 0 0 =SUBSTRING([RawTransId],1,8)  
110 Cost 1 0 =CONVERT([RawCost])  
120 BatchId 0 0 TRNGWG  
130 Item 0 0 =SUBSTRING([RawItem],1,24)  
160 UnitBase 0 0 HR  
170 EntryNo 1 0 1  
180 LineSeq 1 0 1  
190 Status 1 0 0  
200 TransType 1 0 1  
220 InvoiceDate 2 0 =PARSE([RawDate],"MM/DD/YYYY")  
230 Qty 1 0 =CONVERT([RawQty])  
ClosedBOMImport - MFG BOM Import

Spec Value
File Type Delimited
Field Separator Comma
Row Separator CRLF
Text Qualifier Quote
Skip Rows 1
Default File Name  
Filter  
Display Filter  

Import Layout:

Seq Num Description Field Type Field Width Field Value Ext Info
1 AssemblyID -1 0    
2 Revision -1 0    
3 Description -1 0    
4 UOM -1 0    
5 Lot Size -1 0    
6 OperationID -1 0    
7 Operation Description -1 0    
8 Work Center ID -1 0    
9 Labor Setup Type -1 0    
10 Labor Run Type -1 0    
11 Machine Group ID -1 0    
12 Max Batch Qty -1 0    
13 Operation Type -1 0    
14 Machine Setup Time -1 0    
15 MSetupUOM -1 0    
16 Machine Run Time -1 0    
17 MRunUOM -1 0    
18 Labor Setup Time -1 0    
19 LSetupUOM -1 0    
20 Labor Run Time -1 0    
21 LRunUOM -1 0    
22 Operation Notes -1 0    
23 ComponentID -1 0    
24 Location ID -1 0    
25 Detail Type -1 0    
26 BOM Revision No -1 0    
27 Cost Group ID -1 0    
28 QtyRaw -1 0    
29 Unit -1 0    
30 RoutingID -1 0    
40 Qty 1 0 =CONVERT([RawQty])  
ClosedMFGProdImp - MFG Production Import

Spec Value
File Type Delimited
Field Separator Comma
Row Separator CRLF
Text Qualifier Quote
Skip Rows 1
Default File Name  
Filter  
Display Filter  

Import Layout:

Seq Num Description Field Type Field Width Field Value Ext Info
1 OrderNo -1 0    
2 Release -1 0    
3 RequirementID -1 0    
4 RawDate -1 0    
5 MachineSetup -1 0    
6 MachineSetupIn -1 0    
7 LaborSetup -1 0    
8 LaborSetupIn -1 0    
9 LaborRunTime -1 0    
10 LaborRunTimeIn -1 0    
11 MachineRunTime -1 0    
12 MachineRunTimeIn -1 0    
13 EmployeeID -1 0    
14 GLPeriod -1 0    
15 FiscalYear -1 0    
20 Date 2 0 =PARSE([RawDate],"MM/DD/YYYY")  

MapID Definitions

ClosedADPPay01 - ADP Payroll

Spec Value
Assembly TRAVERSE.Business.GeneralLedger
Class TRAVERSE.Business.GeneralLedger.TransactionImport
SchemaID Transaction
LayoutID ADPPay01

Import Map:

Property Field
AcctId AcctId
AllocateYn AllocateYn
CashFlow CashFlow
ChkRecon ChkRecon
SourceCode SourceCode
TransDate TransDate
DebitAmountFgn DebitAmount
Reference Reference
Description Description
ClosedDPPay01 - Donor Perfect Payroll

Spec Value
Assembly TRAVERSE.Business.GeneralLedger
Class TRAVERSE.Business.GeneralLedger.TransactionImport
SchemaID Transaction
LayoutID DPPay01

Import Map:

Property Field
AcctId AcctId
AllocateYn AllocateYn
CashFlow CashFlow
ChkRecon ChkRecon
SourceCode SourceCode
TransDate TransDate
CreditAmountFgn CreditAmount
DebitAmountFgn DebitAmount
Reference Reference
Description Description
ClosedRaisers01 - Raiser's Edge Payroll

Spec Value
Assembly TRAVERSE.Business.GeneralLedger
Class TRAVERSE.Business.GeneralLedger.TransactionImport
SchemaID Transaction
LayoutID Raisers01

Import Map:

Property Field
AcctId AcctId
SourceCode SourceCode
TransDate TransDate
DebitAmountFgn DebitAmount
Reference Reference
Description Description
ClosedGLTran - GL Transaction Import

Spec Value
Assembly TRAVERSE.Business.GeneralLedger
Class TRAVERSE.Business.GeneralLedger.TransactionImport
SchemaID Transaction
LayoutID GLTransImp

Import Map:

Property Field
AcctId AccountID
CreditAmountFgn CreditAmount
DebitAmountFgn DebitAmount
EntryDate Date
Description Description
Reference Reference
FiscalPeriod Period
TransDate Date
ClosedPayrollImp - Payroll Transaction Import

Spec Value
Assembly TRAVERSE.Business.PATransaction
Class TRAVERSE.Business.Payroll.TimeTicketImport
SchemaID Time Ticket
LayoutID PayrollImp

Import Map:

Property Field
EmployeeId Employee ID
Hours Hours
Rate Rate
EarningCode Earn Code
Department Department
LaborClass Labor Class
TransDate Date
ClosedBankRecImp - Bank Rec Import

Spec Value
Assembly TRAVERSE.Business.BankRec
Class TRAVERSE.Business.BankRec.ClearedTransImport
SchemaID ClearedTransactions
LayoutID BRImp

Import Map:

Property Field
Amount Amount
BankId Bank ID
TransDate Date
TransType TypeXlate
Reference CheckNo
Description Name
ClosedCRMImport - CRM Contact Import

Spec Value
Assembly TRAVERSE.Business.CRM
Class TRAVERSE.Business.CRM.ContactImport
SchemaID Contact
LayoutID CRMImp

Import Map:

Property Field
ContactName Customer Name
Addr1 Addr1
Addr2 Addr2
City City
Region Region
Country Country
PostalCode Postal Code
Status Status
Id ID
LinkType LinkType
LinkId Customer ID
StatusId Contact Status
ContactMethodTypeID ContactMethTypeID
ContactMethodValue ContactMethValue
ClosedSOTransDtl - SO Transaction Import

Spec Value
Assembly TRAVERSE.Import.SOTransaction
Class TRAVERSE.Import.SOTransaction.SOTransactionImport
SchemaID  
LayoutID SOTransDtl

Import Map:

Property Field
OrderDate Transdate
TransId TransId
TransType TransType
BatchId BatchId
CustId CustId
PartId PartId
QtyOrdSell QTY
QtyShipSell Qty
PriceExt Price
UnitPriceSell Price
ClosedBankImport - Bank Rec Import

Spec Value
Assembly TRAVERSE.Business.BankRec
Class TRAVERSE.Business.BankRec.ClearedTransImport
SchemaID ClearedTransactions
LayoutID BankImport

Import Map:

Property Field
Amount Amount
BankId Bank Acct ID
TransDate Trans Date
TransType TypeXlate
Reference Reference
Description Description
ClosedPhysInv - Physical Inventory Import

Spec Value
Assembly TRAVERSE.Business.PhysicalInventory
Class TRAVERSE.Business.Inventory.PhysicalCountImport
SchemaID PhysicalCount
LayoutID PhysInv

Import Map:

Property Field
BatchId Batch Code
ItemId Item ID
LocId Location ID
LotNumber Lot No
SerialNumber Serial No
ExtLocAId Bin No
CountedUOM Unit
QtyCounted Qty
VerifyYn Verify
ClosedARTran - AR Transaction Import

Spec Value
Assembly TRAVERSE.Import.ARTransaction
Class TRAVERSE.Import.AccountsReceivable.TransactionImport
SchemaID Transactions
LayoutID ARTran

Import Map:

Property Field
TransType TransType
BatchID BatchID
CustId CustId
PartId PartId
QtyOrdSell QTY
QtyOrdShip QTY
PriceExt Price
UnitPriceSell Price
TransId Transid
InvcNum InvcNum
OrderDate Transdate
InvcDate Transdate
ClosedAPTran - AP Transaction Import

Spec Value
Assembly TRAVERSE.Import.APTransaction
Class TRAVERSE.Import.AccountsPayable.TransactionImport
SchemaID Transactions
LayoutID APTran

Import Map:

Property Field
TransId Transid
TransType TransType
BatchID BatchID
CustId CustId
PartId PartId
QtyOrdSell QTY
QtyOrdShip QTY
PriceExt Price
UnitPriceSell Price
InvcNum InvcNum
OrderDate Transdate
InvcDate Transdate
ClosedBOMImport - MFG BOM Import

Spec Value
Assembly TRAVERSE.Import.MfgBom
Class TRAVERSE.Import.Manufacturing.AssemblyHeaderImport
SchemaID CompoundData
LayoutID BOMImport

Import Map:

Property Field
AssemblyId AssemblyID
RevisionNo Revision
Description Description
LotUom UOM
LotSize Lot Size
OperationId OperationID
WorkCenterId Work Center ID
SetupLaborTypeId Labor Setup Type
MGID Machine Group ID
MaxQuantity Max Batch Qty
OperationType Operation Type
MachSetup Machine Setup Time
MachSetupIn MSetupUOM
MachRunTime Machine Run Time
MachRunTimeIn MRunUOM
LaborSetup Labor Setup Time
LaborSetupIn LSetupUOM
LaborRunTime Labor Run Time
LaborRunTimeIn LRunUOM
Instructions Operation Notes
ComponentId ComponentID
LocId Location ID
DetailType Detail Type
CompRevisionNo BOM Revision No
ComponentCostGroupId Cost GroupID
Qty Qty
UOM Unit
RoutingId RoutingID
ClosedMFGProdImp - MFG Production Import

Spec Value
Assembly TRAVERSE.Import.MfgProduction
Class TRAVERSE.Import.Manufacturing.ProductionActivityImport
SchemaID TimeDetail
LayoutID MFGProdImp

Import Map:

Property Field
OrderNo OrderNo
ReleaseNo ReleaseNo
ReqIdTime RequirementID
MachineSetup MachineSetup
MachineSetupIn MachineSetupIn
LaborSetup LaborSetup
LaborSetupIn LaborSetupIn
Labor LaborRunTime
LaborIn LaborRunTimeIn
MachineRun MachineRunTime
MachineRunIn MachineRunTimeIn
EmployeeId EmployeeID
GlPeriod GLPeriod
FiscalYear FiscalYear
TransDate Date