Import Map Definition

Use the Import Map Definition function to assign fields defined in the Import Layout Definition function to a field in the Traverse destination table(s).

For more information on data imports, read the Data Import Tutorial in the Traverse Knowledge Base.

The import maps are based on Traverse programs called assemblies. Some assemblies are provided with the software, but it is also possible for you to create custom assemblies for specific purposes. For more detailed information, see the import maps advanced layouts and sample layout and maps topics.

The assemblies currently offered in this version of Traverse allow you to import into functions including the following:

  • AP Transactions
  • AR Transactions
  • BR Cleared Transactions
  • BR Transactions
  • CRM Contacts
  • GL Transactions
  • IN Physical Counts Entry
  • MB Bill of Materials
  • MP Production Activity
  • PA Payroll Transactions
  • SO Customer Pricing
  • IN Pricing
  • SO Transactions
  • WMS Physical Counts Entry

Creating an Import Map Definition

  1. Click the New button, on the toolbar, to open a blank import map definition record.
  2. Enter a new import map definition in the Map ID field.
  3. Select a Function ID from the drop-down list. Select 'Default' for the function unless you are importing Item Prices (IN Pricing) or SO Customer Pricing (Pricing).
  4. Enter a description for the import map in the Description field.
  5. Select an assembly containing an integration engine enabled Class from the Assembly field.
    Note: The Assembly selected contains Class and Schema information. For example, an assembly used to import AR Transactions may contain two classes, one used to import basic information for the header of the transaction, and a different class to import the detailed line items of a transaction. Within each class, the schema will provide information about the fields that are available in Traverse for that type of record.
    Import FunctionAssemblyClass
    AP TransactionsTRAVERSE.Import.APTransactionTRAVERSE.Import.AccountsPayable.TransactionImport
    AR TransactionsTRAVERSE.Import.ARTransactionTRAVERSE.Import.AccountsReceivable.TransactionImport
    Bank Rec Cleared TransTRAVERSE.Business.BankRecTRAVERSE.Business.BankRec.ClearedTransImport
    Bank Rec TransactionsTRAVERSE.Business.BankRecTRAVERSE.Business.BankRec.TransactionImport
    CRM ContactsTRAVERSE.Business.CRMTRAVERSE.Business.CRM.ContactImport
    General Ledger TransactionsTRAVERSE.Business.GeneralLedgerTRAVERSE.Business.GeneralLedger.TransactionImport
    Physical InventoryTRAVERSE.Business.PhysicalInventoryTRAVERSE.Business.PhysicalCountImport
    Inventory Item PricingTRAVERSE.Import.INItemTRAVERSE.Import.INItem.ItemPriceImport
    MFG BOMTRAVERSE.Import.MfgBomTRAVERSE.Import.Manufacturing.AssemblyHeaderImport
    MFG Production ActivityTRAVERSE. Import.MfgProductionTRAVERSE.Import.Manufacturing.ProductionActivityImport
    Payroll TransactionsTRAVERSE.Business.PATransactionTRAVERSE.Business.Payroll.TimeTicketImport
    Sales Order TransactionsTRAVERSE.Import.SOTransactionTRAVERSE.Import.SOTransaction.SOTransactionImport
    Sales Order Customer PricingTRAVERSE.Import.PricingTRAVERSE.Import.Pricing.CustomerPricingImport
    WMS Physical Counts EntryTRAVERSE.Business.WarehouseManagementTRAVERSE.Business.WMS.PhysicalCountsImport
  6. Select an import class within the identified Assembly from the Class field.
  7. Select a schema to use as the destination of imported data from the Schema ID field.
    Note: Clicking the + icon, if applicable, in the Schema ID field allows you to view the schema properties and fields. The Property field lists property values that exist for the given Schema ID. The Field field lists field values that exist for the given Import Layout.
  8. Select an import layout to use for the source data information from the Layout ID field.
  9. Expand the schema using the plus sign. Select a property in the Schema ID field Property drop-down list, then select the field from the Layout ID column that matches. The values from the source file (layout fields) will be directed into the selected properties (schema fields). For more information, read the Data Import Tutorial in the Traverse Knowledge Base.
  10. Click the Save button, on the toolbar, to save the new import map definition.

Editing an Import Map Definition

  1. Select an import map definition to edit from the Map ID field.
  2. Edit the fields as necessary.
  3. Click the Save button, on the toolbar, to save any changes made to the import map definition.

Deleting an Import Map Definition

  1. Select an import map definition to delete from the Map ID field.
  2. Click the Delete button, on the toolbar, to delete the selected import map definition.
  3. Click Yes at the "Are you sure you want to delete selected record(s)?" prompt.

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