Path: Settings > Object Tracking > Object Imports

Objects can be imported to SGA from a list when a large number of new objects need to be added. The columns that are associated to the object will vary based on the object type selected. The items that are related to any given object type are defined under Settings > Object Tracking > Object Types.

 Name: The name that will be displayed as the name of the import.

General

Connector type: See import connections for help with setting up a connection to a file to import.

Connection string: See import connections for help with setting up a connection to a file to import.

Command text: When the Connection string is defined, the Commend text will be defaulted to select all items from the external file. The Command text can be modified when there are situations that require the information from the file to be manipulated in some way in order to obtain certain results. An example of this would be when multiple columns from the external file need to be combined into one item to be used as a transaction comment. Another example would be if the information from the external file needs to be sorted or subtotaled in order to create a batch with fewer, or more meaningful, transactions. For additional information on this feature, please contact SGA support.

Reference columns by: See import connections.

Use schema: In certain situations, the import setup may require a way to name the individual items being imported and/or the type of information (text, decimal, etc.) contained in each column.

Setup

Object Type: Select the type of object to be imported. The most common use of object imports would be fixed assets, but the import is not limited to just that type. 

Columns

From Column: Add lines for each external column you wish to import.  "From Column" is the column name or number on the external file; see “Reference columns by” above. 

To Column: Click on the drop down arrow to select the SGA item that matches what is listed in the From Column. The available columns will vary based on the object type.

For more information on setting up a specific object type import, contact SGA.