Account Data Import:
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Mass Account Data Import:
I am trying out version 13.7.01 Under SFA Manager, Accounts User Interface. I have lot of account records from an excel spreadsheet that I want to import to the Accounts table (not sure if it call account table or something else). These are the fields within the Accounts UI that I want to import. PARTY ID EMAIL ADDRESS PHONE NUMBER CITY COUNTRY ASSIGN TO Would you provide some guidance on how to accomplish this. Perhaps, what table is handling the Accounts information? How to go about import the data? Is there an import template (batch job) available some where? Thank you. Tom |
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Nothing specific, but here are few ways:
https://cwiki.apache.org/confluence/display/OFBIZ/Handling+of+External+data https://cwiki.apache.org/confluence/display/OFBIZ/Import+Data+Using+Apache+POI+api https://cwiki.apache.org/confluence/display/OFBENDUSER/OFBiz%27s+Data+File+Tools Jacques Le 12/01/2015 05:17, Tom Running a écrit : > Mass Account Data Import: > > I am trying out version 13.7.01 > Under SFA Manager, Accounts User Interface. > > I have lot of account records from an excel spreadsheet that I want > to import to the Accounts table (not sure if it call account table or > something else). > These are the fields within the Accounts UI that I want to import. > > PARTY ID > EMAIL ADDRESS > PHONE NUMBER > CITY > COUNTRY > ASSIGN TO > > > Would you provide some guidance on how to accomplish this. > Perhaps, what table is handling the Accounts information? > How to go about import the data? > > Is there an import template (batch job) available some where? > > Thank you. > Tom > |
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I am just putting together an example of how to use ADTransform to
prepare product data to go into OFBiz. If you would could send me some sample data in Excell, I would prepare the ADTransform configuration to create the XML import file required to load Party data. You could then use ADTransform to prepare the real data for import. Ron On 12/01/2015 3:34 AM, Jacques Le Roux wrote: > Nothing specific, but here are few ways: > https://cwiki.apache.org/confluence/display/OFBIZ/Handling+of+External+data > > https://cwiki.apache.org/confluence/display/OFBIZ/Import+Data+Using+Apache+POI+api > > https://cwiki.apache.org/confluence/display/OFBENDUSER/OFBiz%27s+Data+File+Tools > > > Jacques > > > Le 12/01/2015 05:17, Tom Running a écrit : >> Mass Account Data Import: >> >> I am trying out version 13.7.01 >> Under SFA Manager, Accounts User Interface. >> >> I have lot of account records from an excel spreadsheet that I want >> to import to the Accounts table (not sure if it call account table or >> something else). >> These are the fields within the Accounts UI that I want to import. >> >> PARTY ID >> EMAIL ADDRESS >> PHONE NUMBER >> CITY >> COUNTRY >> ASSIGN TO >> >> >> Would you provide some guidance on how to accomplish this. >> Perhaps, what table is handling the Accounts information? >> How to go about import the data? >> >> Is there an import template (batch job) available some where? >> >> Thank you. >> Tom >> > -- Ron Wheeler President Artifact Software Inc email: [hidden email] skype: ronaldmwheeler phone: 866-970-2435, ext 102 |
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Ron,
Here is an sample of the data. I don't know if the ACCOUNT entity has the SIC CODE field or not but I am hoping able to create it it is not exist. Thank you. Tom CUST# OR PartyID CUST NAME SIC CODE DESCRIPTION EMAIL ADDRESS PHONE NUMBER City Country Assign To 100012 FOUR SEASONS HOTEL 13 Miscellaneous [hidden email] 254 555-4534 USE USA Leslie A. Smith 100041 ABC ELECTRIC 02D Electrical Contracto [hidden email] 506 445-4433 RES CA Leslie A. Smith 100143 ABC INDUSTRIES 5 Steel/Metal Working/ [hidden email] 254 555-4534 USE USA Leslie A. Smith 100144 COMPUGAS USA 13 Miscellaneous [hidden email] 506 445-4433 USE CA Leslie A. Smith 100151 ABJ EQUIPFIX 13 Miscellaneous [hidden email] 254 555-4534 USE USA Leslie A. Smith 100157 COMPONENTS SOLUTIONS 13 Miscellaneous [hidden email] 506 445-4433 USE CA Leslie A. Smith 100298 COUNTY FOODS 6 Food/Brewing/or anyb [hidden email] 254 555-4534 USE USA Leslie A. Smith 100309 ZON LED LLC 9 Electrical OEM/Contr [hidden email] 506 445-4433 RES CA Leslie A. Smith 100349 AIR FILTER INTERNATIONAL IN 10 NON-Electrical OEM [hidden email] 254 555-4534 RES USA Leslie A. Smith 100465 BROTHERS MEAT PACKING CO 13 Miscellaneous [hidden email] 506 445-4433 USE CA Leslie A. Smith 100577 QUANTUM GRAPHICS 3 Printing/Paper/Publi [hidden email] 254 555-4534 USE USA Leslie A. Smith 100593 WIRE WORLDGROUP 5 Steel/Metal Working/ [hidden email] 506 445-4433 USE CA Leslie A. Smith 100651 AIR CONDITIONING SERVICE INC 13 Miscellaneous [hidden email] 254 555-4534 RES USA Leslie A. Smith 100674 SAFE INDUSTRIAL SUPPLY INC 13 Miscellaneous [hidden email] 506 445-4433 USE CA Leslie A. Smith On Mon, Jan 12, 2015 at 11:15 AM, Ron Wheeler < [hidden email]> wrote: > I am just putting together an example of how to use ADTransform to prepare > product data to go into OFBiz. > > If you would could send me some sample data in Excell, I would prepare the > ADTransform configuration to create the XML import file required to load > Party data. > You could then use ADTransform to prepare the real data for import. > > Ron > > > > On 12/01/2015 3:34 AM, Jacques Le Roux wrote: > >> Nothing specific, but here are few ways: >> https://cwiki.apache.org/confluence/display/OFBIZ/ >> Handling+of+External+data >> https://cwiki.apache.org/confluence/display/OFBIZ/ >> Import+Data+Using+Apache+POI+api >> https://cwiki.apache.org/confluence/display/OFBENDUSER/ >> OFBiz%27s+Data+File+Tools >> >> Jacques >> >> >> Le 12/01/2015 05:17, Tom Running a écrit : >> >>> Mass Account Data Import: >>> >>> I am trying out version 13.7.01 >>> Under SFA Manager, Accounts User Interface. >>> >>> I have lot of account records from an excel spreadsheet that I want >>> to import to the Accounts table (not sure if it call account table or >>> something else). >>> These are the fields within the Accounts UI that I want to import. >>> >>> PARTY ID >>> EMAIL ADDRESS >>> PHONE NUMBER >>> CITY >>> COUNTRY >>> ASSIGN TO >>> >>> >>> Would you provide some guidance on how to accomplish this. >>> Perhaps, what table is handling the Accounts information? >>> How to go about import the data? >>> >>> Is there an import template (batch job) available some where? >>> >>> Thank you. >>> Tom >>> >>> >> > > -- > Ron Wheeler > President > Artifact Software Inc > email: [hidden email] > skype: ronaldmwheeler > phone: 866-970-2435, ext 102 > > |
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In reply to this post by Ron Wheeler
Does anyone have any ideas about what would be the best way to "assign" a salesperson to a customer Party? The simplistic way is to make the name an attribute of the customer Party. Is there are better intermediate entity? Ron On 12/01/2015 11:15 AM, Ron Wheeler wrote: > I am just putting together an example of how to use ADTransform to > prepare product data to go into OFBiz. > > If you would could send me some sample data in Excell, I would prepare > the ADTransform configuration to create the XML import file required > to load Party data. > You could then use ADTransform to prepare the real data for import. > > Ron > > > On 12/01/2015 3:34 AM, Jacques Le Roux wrote: >> Nothing specific, but here are few ways: >> https://cwiki.apache.org/confluence/display/OFBIZ/Handling+of+External+data >> >> https://cwiki.apache.org/confluence/display/OFBIZ/Import+Data+Using+Apache+POI+api >> >> https://cwiki.apache.org/confluence/display/OFBENDUSER/OFBiz%27s+Data+File+Tools >> >> >> Jacques >> >> >> Le 12/01/2015 05:17, Tom Running a écrit : >>> Mass Account Data Import: >>> >>> I am trying out version 13.7.01 >>> Under SFA Manager, Accounts User Interface. >>> >>> I have lot of account records from an excel spreadsheet that I want >>> to import to the Accounts table (not sure if it call account table or >>> something else). >>> These are the fields within the Accounts UI that I want to import. >>> >>> PARTY ID >>> EMAIL ADDRESS >>> PHONE NUMBER >>> CITY >>> COUNTRY >>> ASSIGN TO >>> >>> >>> Would you provide some guidance on how to accomplish this. >>> Perhaps, what table is handling the Accounts information? >>> How to go about import the data? >>> >>> Is there an import template (batch job) available some where? >>> >>> Thank you. >>> Tom >>> >> > > -- Ron Wheeler President Artifact Software Inc email: [hidden email] skype: ronaldmwheeler phone: 866-970-2435, ext 102 |
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In reply to this post by Ron Wheeler
Where are the roleTypeIds defined in the seed data.
<PartyRole partyId="FOUR SEASONS HOTEL" roleTypeId="BILL_FROM_VENDOR""/> Is there a description of the seed data somewhere? How to add new seed data? How to find the entity definitions in some logical way? Ron On 12/01/2015 11:15 AM, Ron Wheeler wrote: > I am just putting together an example of how to use ADTransform to > prepare product data to go into OFBiz. > > If you would could send me some sample data in Excell, I would prepare > the ADTransform configuration to create the XML import file required > to load Party data. > You could then use ADTransform to prepare the real data for import. > > Ron > > > On 12/01/2015 3:34 AM, Jacques Le Roux wrote: >> Nothing specific, but here are few ways: >> https://cwiki.apache.org/confluence/display/OFBIZ/Handling+of+External+data >> >> https://cwiki.apache.org/confluence/display/OFBIZ/Import+Data+Using+Apache+POI+api >> >> https://cwiki.apache.org/confluence/display/OFBENDUSER/OFBiz%27s+Data+File+Tools >> >> >> Jacques >> >> >> Le 12/01/2015 05:17, Tom Running a écrit : >>> Mass Account Data Import: >>> >>> I am trying out version 13.7.01 >>> Under SFA Manager, Accounts User Interface. >>> >>> I have lot of account records from an excel spreadsheet that I want >>> to import to the Accounts table (not sure if it call account table or >>> something else). >>> These are the fields within the Accounts UI that I want to import. >>> >>> PARTY ID >>> EMAIL ADDRESS >>> PHONE NUMBER >>> CITY >>> COUNTRY >>> ASSIGN TO >>> >>> >>> Would you provide some guidance on how to accomplish this. >>> Perhaps, what table is handling the Accounts information? >>> How to go about import the data? >>> >>> Is there an import template (batch job) available some where? >>> >>> Thank you. >>> Tom >>> >> > > -- Ron Wheeler President Artifact Software Inc email: [hidden email] skype: ronaldmwheeler phone: 866-970-2435, ext 102 |
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In reply to this post by Ron Wheeler
Hi Ron,
My preferred way to do something like that is through a PartyRelationship entry. I think It is the cleanest solution and has a fromDate, thruDate, statusId, and a relationshipName which makes it robust for history tracking purposes. The above assumes no product exists in the mix. Regards, ----- Original Message ----- From: "Ron Wheeler" <[hidden email]> To: [hidden email] Sent: Wednesday, 14 January, 2015 7:08:17 PM Subject: Re: Account Data Import: Does anyone have any ideas about what would be the best way to "assign" a salesperson to a customer Party? The simplistic way is to make the name an attribute of the customer Party. Is there are better intermediate entity? Ron On 12/01/2015 11:15 AM, Ron Wheeler wrote: > I am just putting together an example of how to use ADTransform to > prepare product data to go into OFBiz. > > If you would could send me some sample data in Excell, I would prepare > the ADTransform configuration to create the XML import file required > to load Party data. > You could then use ADTransform to prepare the real data for import. > > Ron > > > On 12/01/2015 3:34 AM, Jacques Le Roux wrote: >> Nothing specific, but here are few ways: >> https://cwiki.apache.org/confluence/display/OFBIZ/Handling+of+External+data >> >> https://cwiki.apache.org/confluence/display/OFBIZ/Import+Data+Using+Apache+POI+api >> >> https://cwiki.apache.org/confluence/display/OFBENDUSER/OFBiz%27s+Data+File+Tools >> >> >> Jacques >> >> >> Le 12/01/2015 05:17, Tom Running a écrit : >>> Mass Account Data Import: >>> >>> I am trying out version 13.7.01 >>> Under SFA Manager, Accounts User Interface. >>> >>> I have lot of account records from an excel spreadsheet that I want >>> to import to the Accounts table (not sure if it call account table or >>> something else). >>> These are the fields within the Accounts UI that I want to import. >>> >>> PARTY ID >>> EMAIL ADDRESS >>> PHONE NUMBER >>> CITY >>> COUNTRY >>> ASSIGN TO >>> >>> >>> Would you provide some guidance on how to accomplish this. >>> Perhaps, what table is handling the Accounts information? >>> How to go about import the data? >>> >>> Is there an import template (batch job) available some where? >>> >>> Thank you. >>> Tom >>> >> > > -- Ron Wheeler President Artifact Software Inc email: [hidden email] skype: ronaldmwheeler phone: 866-970-2435, ext 102 |
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In reply to this post by Ron Wheeler
Ron,
That is a relationship between on party and another, whereby the first party has a role in relation to the role of the second party. In OFBIz these are defined through the PartyRelationship and PartyRelationshipType. The following can be found as an example in the dataset. <PartyRelationshipType description="" hasTable="N" parentTypeId="" partyRelationshipName="Agent" partyRelationshipTypeId="AGENT" roleTypeIdValidFrom="" roleTypeIdValidTo=""/> <PartyRelationship partyIdFrom="DemoCustCompany" partyIdTo="DemoCustAgent" roleTypeIdFrom="CUSTOMER" roleTypeIdTo="AGENT" fromDate="2001-05-13 00:00:00.000" partyRelationshipTypeId="AGENT" comments="Allows the DemoCustAgent to purchase on behalf of DemoCustCompany, ie purchase against BillingAccount"/> Best regards, Pierre Smits *ORRTIZ.COM <http://www.orrtiz.com>* Services & Solutions for Cloud- Based Manufacturing, Professional Services and Retail & Trade http://www.orrtiz.com On Wed, Jan 14, 2015 at 5:08 PM, Ron Wheeler <[hidden email] > wrote: > > Does anyone have any ideas about what would be the best way to "assign" a > salesperson to a customer Party? > The simplistic way is to make the name an attribute of the customer Party. > > Is there are better intermediate entity? > > Ron > > > On 12/01/2015 11:15 AM, Ron Wheeler wrote: > >> I am just putting together an example of how to use ADTransform to >> prepare product data to go into OFBiz. >> >> If you would could send me some sample data in Excell, I would prepare >> the ADTransform configuration to create the XML import file required to >> load Party data. >> You could then use ADTransform to prepare the real data for import. >> >> Ron >> >> >> On 12/01/2015 3:34 AM, Jacques Le Roux wrote: >> >>> Nothing specific, but here are few ways: >>> https://cwiki.apache.org/confluence/display/OFBIZ/ >>> Handling+of+External+data >>> https://cwiki.apache.org/confluence/display/OFBIZ/ >>> Import+Data+Using+Apache+POI+api >>> https://cwiki.apache.org/confluence/display/OFBENDUSER/ >>> OFBiz%27s+Data+File+Tools >>> >>> Jacques >>> >>> >>> Le 12/01/2015 05:17, Tom Running a écrit : >>> >>>> Mass Account Data Import: >>>> >>>> I am trying out version 13.7.01 >>>> Under SFA Manager, Accounts User Interface. >>>> >>>> I have lot of account records from an excel spreadsheet that I want >>>> to import to the Accounts table (not sure if it call account table or >>>> something else). >>>> These are the fields within the Accounts UI that I want to import. >>>> >>>> PARTY ID >>>> EMAIL ADDRESS >>>> PHONE NUMBER >>>> CITY >>>> COUNTRY >>>> ASSIGN TO >>>> >>>> >>>> Would you provide some guidance on how to accomplish this. >>>> Perhaps, what table is handling the Accounts information? >>>> How to go about import the data? >>>> >>>> Is there an import template (batch job) available some where? >>>> >>>> Thank you. >>>> Tom >>>> >>>> >>> >> >> > > -- > Ron Wheeler > President > Artifact Software Inc > email: [hidden email] > skype: ronaldmwheeler > phone: 866-970-2435, ext 102 > > |
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In reply to this post by taher
Hi Ron:
First off, if you are using OOTB business processes, the way to go is PartyRelationship. This is especially important if you intend to use order management and agreements (as a way to manage customers per sales rep). As Taher suggests, you need to know status, from and thru dates and so much more than you can possible get from adding another attribute to the Party Entity. Best Regards, Ruth Hoffman http://www.aesolves.com [hidden email] On 1/14/15 11:15 AM, Taher Alkhateeb wrote: > Hi Ron, > > My preferred way to do something like that is through a PartyRelationship entry. I think It is the cleanest solution and has a fromDate, thruDate, statusId, and a relationshipName which makes it robust for history tracking purposes. > > The above assumes no product exists in the mix. > > Regards, > > ----- Original Message ----- > > From: "Ron Wheeler" <[hidden email]> > To: [hidden email] > Sent: Wednesday, 14 January, 2015 7:08:17 PM > Subject: Re: Account Data Import: > > > Does anyone have any ideas about what would be the best way to "assign" > a salesperson to a customer Party? > The simplistic way is to make the name an attribute of the customer Party. > > Is there are better intermediate entity? > > Ron > > On 12/01/2015 11:15 AM, Ron Wheeler wrote: >> I am just putting together an example of how to use ADTransform to >> prepare product data to go into OFBiz. >> >> If you would could send me some sample data in Excell, I would prepare >> the ADTransform configuration to create the XML import file required >> to load Party data. >> You could then use ADTransform to prepare the real data for import. >> >> Ron >> >> >> On 12/01/2015 3:34 AM, Jacques Le Roux wrote: >>> Nothing specific, but here are few ways: >>> https://cwiki.apache.org/confluence/display/OFBIZ/Handling+of+External+data >>> >>> https://cwiki.apache.org/confluence/display/OFBIZ/Import+Data+Using+Apache+POI+api >>> >>> https://cwiki.apache.org/confluence/display/OFBENDUSER/OFBiz%27s+Data+File+Tools >>> >>> >>> Jacques >>> >>> >>> Le 12/01/2015 05:17, Tom Running a écrit : >>>> Mass Account Data Import: >>>> >>>> I am trying out version 13.7.01 >>>> Under SFA Manager, Accounts User Interface. >>>> >>>> I have lot of account records from an excel spreadsheet that I want >>>> to import to the Accounts table (not sure if it call account table or >>>> something else). >>>> These are the fields within the Accounts UI that I want to import. >>>> >>>> PARTY ID >>>> EMAIL ADDRESS >>>> PHONE NUMBER >>>> CITY >>>> COUNTRY >>>> ASSIGN TO >>>> >>>> >>>> Would you provide some guidance on how to accomplish this. >>>> Perhaps, what table is handling the Accounts information? >>>> How to go about import the data? >>>> >>>> Is there an import template (batch job) available some where? >>>> >>>> Thank you. >>>> Tom >>>> >> > |
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In reply to this post by Ron Wheeler
I highly recommend you get The Data Model Resource Book - which will
answer this and many other questions about the OFBiz data model. Adrian Crum Sandglass Software www.sandglass-software.com On 1/14/2015 8:08 AM, Ron Wheeler wrote: > > Does anyone have any ideas about what would be the best way to "assign" > a salesperson to a customer Party? > The simplistic way is to make the name an attribute of the customer Party. > > Is there are better intermediate entity? > > Ron > > On 12/01/2015 11:15 AM, Ron Wheeler wrote: >> I am just putting together an example of how to use ADTransform to >> prepare product data to go into OFBiz. >> >> If you would could send me some sample data in Excell, I would prepare >> the ADTransform configuration to create the XML import file required >> to load Party data. >> You could then use ADTransform to prepare the real data for import. >> >> Ron >> >> >> On 12/01/2015 3:34 AM, Jacques Le Roux wrote: >>> Nothing specific, but here are few ways: >>> https://cwiki.apache.org/confluence/display/OFBIZ/Handling+of+External+data >>> >>> https://cwiki.apache.org/confluence/display/OFBIZ/Import+Data+Using+Apache+POI+api >>> >>> https://cwiki.apache.org/confluence/display/OFBENDUSER/OFBiz%27s+Data+File+Tools >>> >>> >>> Jacques >>> >>> >>> Le 12/01/2015 05:17, Tom Running a écrit : >>>> Mass Account Data Import: >>>> >>>> I am trying out version 13.7.01 >>>> Under SFA Manager, Accounts User Interface. >>>> >>>> I have lot of account records from an excel spreadsheet that I want >>>> to import to the Accounts table (not sure if it call account table or >>>> something else). >>>> These are the fields within the Accounts UI that I want to import. >>>> >>>> PARTY ID >>>> EMAIL ADDRESS >>>> PHONE NUMBER >>>> CITY >>>> COUNTRY >>>> ASSIGN TO >>>> >>>> >>>> Would you provide some guidance on how to accomplish this. >>>> Perhaps, what table is handling the Accounts information? >>>> How to go about import the data? >>>> >>>> Is there an import template (batch job) available some where? >>>> >>>> Thank you. >>>> Tom >>>> >>> >> >> > > |
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In reply to this post by Ron Wheeler
I agree with all that PartyRelationship is the way.
Note though that there is a limitation with PartyRelationship: it's not multi valued. I assume this is not problem in almost all cases but I say that because of your question at https://issues.apache.org/jira/browse/OFBIZ-3764?focusedCommentId=14274901 Jacques Le 14/01/2015 17:08, Ron Wheeler a écrit : > > Does anyone have any ideas about what would be the best way to "assign" a salesperson to a customer Party? > The simplistic way is to make the name an attribute of the customer Party. > > Is there are better intermediate entity? > > Ron > > On 12/01/2015 11:15 AM, Ron Wheeler wrote: >> I am just putting together an example of how to use ADTransform to prepare product data to go into OFBiz. >> >> If you would could send me some sample data in Excell, I would prepare the ADTransform configuration to create the XML import file required to load >> Party data. >> You could then use ADTransform to prepare the real data for import. >> >> Ron >> >> >> On 12/01/2015 3:34 AM, Jacques Le Roux wrote: >>> Nothing specific, but here are few ways: >>> https://cwiki.apache.org/confluence/display/OFBIZ/Handling+of+External+data >>> https://cwiki.apache.org/confluence/display/OFBIZ/Import+Data+Using+Apache+POI+api >>> https://cwiki.apache.org/confluence/display/OFBENDUSER/OFBiz%27s+Data+File+Tools >>> >>> Jacques >>> >>> >>> Le 12/01/2015 05:17, Tom Running a écrit : >>>> Mass Account Data Import: >>>> >>>> I am trying out version 13.7.01 >>>> Under SFA Manager, Accounts User Interface. >>>> >>>> I have lot of account records from an excel spreadsheet that I want >>>> to import to the Accounts table (not sure if it call account table or >>>> something else). >>>> These are the fields within the Accounts UI that I want to import. >>>> >>>> PARTY ID >>>> EMAIL ADDRESS >>>> PHONE NUMBER >>>> CITY >>>> COUNTRY >>>> ASSIGN TO >>>> >>>> >>>> Would you provide some guidance on how to accomplish this. >>>> Perhaps, what table is handling the Accounts information? >>>> How to go about import the data? >>>> >>>> Is there an import template (batch job) available some where? >>>> >>>> Thank you. >>>> Tom >>>> >>> >> >> > > |
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Hi Jacques:
Just curious, what do you mean by: "it's not multi valued"? I couldn't figure out from your reference. Thanks in advance for the clarification. Ruth On 1/14/15 12:58 PM, Jacques Le Roux wrote: > I agree with all that PartyRelationship is the way. > Note though that there is a limitation with PartyRelationship: it's > not multi valued. > I assume this is not problem in almost all cases but I say that > because of your question at > https://issues.apache.org/jira/browse/OFBIZ-3764?focusedCommentId=14274901 > > > Jacques > > Le 14/01/2015 17:08, Ron Wheeler a écrit : >> >> Does anyone have any ideas about what would be the best way to >> "assign" a salesperson to a customer Party? >> The simplistic way is to make the name an attribute of the customer >> Party. >> >> Is there are better intermediate entity? >> >> Ron >> >> On 12/01/2015 11:15 AM, Ron Wheeler wrote: >>> I am just putting together an example of how to use ADTransform to >>> prepare product data to go into OFBiz. >>> >>> If you would could send me some sample data in Excell, I would >>> prepare the ADTransform configuration to create the XML import file >>> required to load Party data. >>> You could then use ADTransform to prepare the real data for import. >>> >>> Ron >>> >>> >>> On 12/01/2015 3:34 AM, Jacques Le Roux wrote: >>>> Nothing specific, but here are few ways: >>>> https://cwiki.apache.org/confluence/display/OFBIZ/Handling+of+External+data >>>> >>>> https://cwiki.apache.org/confluence/display/OFBIZ/Import+Data+Using+Apache+POI+api >>>> >>>> https://cwiki.apache.org/confluence/display/OFBENDUSER/OFBiz%27s+Data+File+Tools >>>> >>>> >>>> Jacques >>>> >>>> >>>> Le 12/01/2015 05:17, Tom Running a écrit : >>>>> Mass Account Data Import: >>>>> >>>>> I am trying out version 13.7.01 >>>>> Under SFA Manager, Accounts User Interface. >>>>> >>>>> I have lot of account records from an excel spreadsheet that I want >>>>> to import to the Accounts table (not sure if it call account table or >>>>> something else). >>>>> These are the fields within the Accounts UI that I want to import. >>>>> >>>>> PARTY ID >>>>> EMAIL ADDRESS >>>>> PHONE NUMBER >>>>> CITY >>>>> COUNTRY >>>>> ASSIGN TO >>>>> >>>>> >>>>> Would you provide some guidance on how to accomplish this. >>>>> Perhaps, what table is handling the Accounts information? >>>>> How to go about import the data? >>>>> >>>>> Is there an import template (batch job) available some where? >>>>> >>>>> Thank you. >>>>> Tom >>>>> >>>> >>> >>> >> >> |
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In reply to this post by Ron Wheeler
Have a look at the documentation.
Met vriendelijke groet, *Pierre Smits* mob. +31 6 432 45 169 Skype: pierresmits_somonar *ORRTIZ: BMS* Services & Solutions for Cloud-Based Manufacturing, Professional Services and Retail & Trade *www.orrtiz.com <http://www.orrtiz.com>* 2015-01-14 17:11 GMT+01:00 Ron Wheeler <[hidden email]>: > Where are the roleTypeIds defined in the seed data. > <PartyRole partyId="FOUR SEASONS HOTEL" roleTypeId="BILL_FROM_VENDOR""/> > > Is there a description of the seed data somewhere? How to add new seed > data? How to find the entity definitions in some logical way? > > Ron > > On 12/01/2015 11:15 AM, Ron Wheeler wrote: > >> I am just putting together an example of how to use ADTransform to >> prepare product data to go into OFBiz. >> >> If you would could send me some sample data in Excell, I would prepare >> the ADTransform configuration to create the XML import file required to >> load Party data. >> You could then use ADTransform to prepare the real data for import. >> >> Ron >> >> >> On 12/01/2015 3:34 AM, Jacques Le Roux wrote: >> >>> Nothing specific, but here are few ways: >>> https://cwiki.apache.org/confluence/display/OFBIZ/ >>> Handling+of+External+data >>> https://cwiki.apache.org/confluence/display/OFBIZ/ >>> Import+Data+Using+Apache+POI+api >>> https://cwiki.apache.org/confluence/display/OFBENDUSER/ >>> OFBiz%27s+Data+File+Tools >>> >>> Jacques >>> >>> >>> Le 12/01/2015 05:17, Tom Running a écrit : >>> >>>> Mass Account Data Import: >>>> >>>> I am trying out version 13.7.01 >>>> Under SFA Manager, Accounts User Interface. >>>> >>>> I have lot of account records from an excel spreadsheet that I want >>>> to import to the Accounts table (not sure if it call account table or >>>> something else). >>>> These are the fields within the Accounts UI that I want to import. >>>> >>>> PARTY ID >>>> EMAIL ADDRESS >>>> PHONE NUMBER >>>> CITY >>>> COUNTRY >>>> ASSIGN TO >>>> >>>> >>>> Would you provide some guidance on how to accomplish this. >>>> Perhaps, what table is handling the Accounts information? >>>> How to go about import the data? >>>> >>>> Is there an import template (batch job) available some where? >>>> >>>> Thank you. >>>> Tom >>>> >>>> >>> >> >> > > -- > Ron Wheeler > President > Artifact Software Inc > email: [hidden email] > skype: ronaldmwheeler > phone: 866-970-2435, ext 102 > > |
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In reply to this post by Ruth Hoffman-4
Hi Ruth,
I mean the PK is <prim-key field="partyIdFrom"/> <prim-key field="partyIdTo"/> <prim-key field="roleTypeIdFrom"/> <prim-key field="roleTypeIdTo"/> <prim-key field="fromDate"/> So you can have only 1 relationship between 2 parties with the same roles, which is logical and wanted. But if you need more than 1 id to associate 2 parties with the same roles, as Ron mentioned in this comment, then PartyRelationship is not enough. This is the conclusion we got from our discussion inside OFBIZ-3764. Jacques Le 14/01/2015 20:07, Ruth Hoffman a écrit : > Hi Jacques: > Just curious, what do you mean by: "it's not multi valued"? I couldn't figure out from your reference. > Thanks in advance for the clarification. > Ruth > On 1/14/15 12:58 PM, Jacques Le Roux wrote: >> I agree with all that PartyRelationship is the way. >> Note though that there is a limitation with PartyRelationship: it's not multi valued. >> I assume this is not problem in almost all cases but I say that because of your question at >> https://issues.apache.org/jira/browse/OFBIZ-3764?focusedCommentId=14274901 >> >> Jacques >> >> Le 14/01/2015 17:08, Ron Wheeler a écrit : >>> >>> Does anyone have any ideas about what would be the best way to "assign" a salesperson to a customer Party? >>> The simplistic way is to make the name an attribute of the customer Party. >>> >>> Is there are better intermediate entity? >>> >>> Ron >>> >>> On 12/01/2015 11:15 AM, Ron Wheeler wrote: >>>> I am just putting together an example of how to use ADTransform to prepare product data to go into OFBiz. >>>> >>>> If you would could send me some sample data in Excell, I would prepare the ADTransform configuration to create the XML import file required to >>>> load Party data. >>>> You could then use ADTransform to prepare the real data for import. >>>> >>>> Ron >>>> >>>> >>>> On 12/01/2015 3:34 AM, Jacques Le Roux wrote: >>>>> Nothing specific, but here are few ways: >>>>> https://cwiki.apache.org/confluence/display/OFBIZ/Handling+of+External+data >>>>> https://cwiki.apache.org/confluence/display/OFBIZ/Import+Data+Using+Apache+POI+api >>>>> https://cwiki.apache.org/confluence/display/OFBENDUSER/OFBiz%27s+Data+File+Tools >>>>> >>>>> Jacques >>>>> >>>>> >>>>> Le 12/01/2015 05:17, Tom Running a écrit : >>>>>> Mass Account Data Import: >>>>>> >>>>>> I am trying out version 13.7.01 >>>>>> Under SFA Manager, Accounts User Interface. >>>>>> >>>>>> I have lot of account records from an excel spreadsheet that I want >>>>>> to import to the Accounts table (not sure if it call account table or >>>>>> something else). >>>>>> These are the fields within the Accounts UI that I want to import. >>>>>> >>>>>> PARTY ID >>>>>> EMAIL ADDRESS >>>>>> PHONE NUMBER >>>>>> CITY >>>>>> COUNTRY >>>>>> ASSIGN TO >>>>>> >>>>>> >>>>>> Would you provide some guidance on how to accomplish this. >>>>>> Perhaps, what table is handling the Accounts information? >>>>>> How to go about import the data? >>>>>> >>>>>> Is there an import template (batch job) available some where? >>>>>> >>>>>> Thank you. >>>>>> Tom >>>>>> >>>>> >>>> >>>> >>> >>> > > |
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Jacques,
The roles of the parties in the relationship don't need to be the same. The Employment relation between party Organisation and party Person is not the same. The Organisation has basically the role of Employer and the person the role of Employee. So the Organisation party (in role Employer) can have have multiple relations with different persons in the role of Employee. Issue OFBIZ-3764 is regarding different, but related aspects of the relation. Best regards, Pierre Smits *ORRTIZ.COM <http://www.orrtiz.com>* Services & Solutions for Cloud- Based Manufacturing, Professional Services and Retail & Trade http://www.orrtiz.com |
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In reply to this post by Jacques Le Roux
Hi Jacques:
Thanks for taking the time to explain. Since I came in on the tail end of this, I apologize if this was explained before - but I didn't understand from the discussion you referenced. Given what you said below: "But if you need more than 1 id to associate 2 parties with the same roles, as Ron mentioned in this comment, then PartyRelationship is not enough. " Could I be so bold as to ask: When would it ever be logical to have multiple relationships between 2 parties with the same roles? That is, when would it ever be a good practice not to use the PartyRelationship Entity to begin to describe a relationship between 2 parties. I can't think of a business case where that makes sense. The only way this would make sense to me is if you wanted to get away from the notion of a relational data model. Anyhow, I'm not trying to be difficult, just trying to understand the requirement. Thanks so much for your reply. Best Regards, Ruth On 1/14/15 3:45 PM, Jacques Le Roux wrote: > Hi Ruth, > > I mean the PK is > > <prim-key field="partyIdFrom"/> > <prim-key field="partyIdTo"/> > <prim-key field="roleTypeIdFrom"/> > <prim-key field="roleTypeIdTo"/> > <prim-key field="fromDate"/> > > So you can have only 1 relationship between 2 parties with the same > roles, which is logical and wanted. > But if you need more than 1 id to associate 2 parties with the same > roles, as Ron mentioned in this comment, then PartyRelationship is not > enough. > This is the conclusion we got from our discussion inside OFBIZ-3764. > > Jacques > > Le 14/01/2015 20:07, Ruth Hoffman a écrit : >> Hi Jacques: >> Just curious, what do you mean by: "it's not multi valued"? I >> couldn't figure out from your reference. >> Thanks in advance for the clarification. >> Ruth >> On 1/14/15 12:58 PM, Jacques Le Roux wrote: >>> I agree with all that PartyRelationship is the way. >>> Note though that there is a limitation with PartyRelationship: it's >>> not multi valued. >>> I assume this is not problem in almost all cases but I say that >>> because of your question at >>> https://issues.apache.org/jira/browse/OFBIZ-3764?focusedCommentId=14274901 >>> >>> >>> Jacques >>> >>> Le 14/01/2015 17:08, Ron Wheeler a écrit : >>>> >>>> Does anyone have any ideas about what would be the best way to >>>> "assign" a salesperson to a customer Party? >>>> The simplistic way is to make the name an attribute of the customer >>>> Party. >>>> >>>> Is there are better intermediate entity? >>>> >>>> Ron >>>> >>>> On 12/01/2015 11:15 AM, Ron Wheeler wrote: >>>>> I am just putting together an example of how to use ADTransform to >>>>> prepare product data to go into OFBiz. >>>>> >>>>> If you would could send me some sample data in Excell, I would >>>>> prepare the ADTransform configuration to create the XML import >>>>> file required to load Party data. >>>>> You could then use ADTransform to prepare the real data for import. >>>>> >>>>> Ron >>>>> >>>>> >>>>> On 12/01/2015 3:34 AM, Jacques Le Roux wrote: >>>>>> Nothing specific, but here are few ways: >>>>>> https://cwiki.apache.org/confluence/display/OFBIZ/Handling+of+External+data >>>>>> >>>>>> https://cwiki.apache.org/confluence/display/OFBIZ/Import+Data+Using+Apache+POI+api >>>>>> >>>>>> https://cwiki.apache.org/confluence/display/OFBENDUSER/OFBiz%27s+Data+File+Tools >>>>>> >>>>>> >>>>>> Jacques >>>>>> >>>>>> >>>>>> Le 12/01/2015 05:17, Tom Running a écrit : >>>>>>> Mass Account Data Import: >>>>>>> >>>>>>> I am trying out version 13.7.01 >>>>>>> Under SFA Manager, Accounts User Interface. >>>>>>> >>>>>>> I have lot of account records from an excel spreadsheet that I want >>>>>>> to import to the Accounts table (not sure if it call account >>>>>>> table or >>>>>>> something else). >>>>>>> These are the fields within the Accounts UI that I want to import. >>>>>>> >>>>>>> PARTY ID >>>>>>> EMAIL ADDRESS >>>>>>> PHONE NUMBER >>>>>>> CITY >>>>>>> COUNTRY >>>>>>> ASSIGN TO >>>>>>> >>>>>>> >>>>>>> Would you provide some guidance on how to accomplish this. >>>>>>> Perhaps, what table is handling the Accounts information? >>>>>>> How to go about import the data? >>>>>>> >>>>>>> Is there an import template (batch job) available some where? >>>>>>> >>>>>>> Thank you. >>>>>>> Tom >>>>>>> >>>>>> >>>>> >>>>> >>>> >>>> >> >> |
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In reply to this post by Pierre Smits
This is not what I mean Pierre, please re-read
Jacques Le 14/01/2015 22:00, Pierre Smits a écrit : > Jacques, > > The roles of the parties in the relationship don't need to be the same. The > Employment relation between party Organisation and party Person is not the > same. The Organisation has basically the role of Employer and the person > the role of Employee. > > So the Organisation party (in role Employer) can have have multiple > relations with different persons in the role of Employee. > Issue OFBIZ-3764 is regarding different, but related aspects of the > relation. > > Best regards, > > Pierre Smits > > *ORRTIZ.COM <http://www.orrtiz.com>* > Services & Solutions for Cloud- > Based Manufacturing, Professional > Services and Retail & Trade > http://www.orrtiz.com > |
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In reply to this post by Ruth Hoffman-4
Le 14/01/2015 22:32, Ruth Hoffman a écrit : > Hi Jacques: > Thanks for taking the time to explain. Since I came in on the tail end of this, I apologize if this was explained before - but I didn't understand > from the discussion you referenced. > > Given what you said below: > > "But if you need more than 1 id to associate 2 parties with the same > roles, as Ron mentioned in this comment, then PartyRelationship is > not enough. " > > Could I be so bold as to ask: When would it ever be logical to have multiple relationships between 2 parties with the same roles? That is, when > would it ever be a good practice not to use the PartyRelationship Entity to begin to describe a relationship between 2 parties. I can't think of a > business case where that makes sense. The only way this would make sense to me is if you wanted to get away from the notion of a relational data model. This is what Ron asked for in his comment, that's why I referred to it. Jacques > > Anyhow, I'm not trying to be difficult, just trying to understand the requirement. > > Thanks so much for your reply. > Best Regards, > Ruth > > On 1/14/15 3:45 PM, Jacques Le Roux wrote: >> Hi Ruth, >> >> I mean the PK is >> >> <prim-key field="partyIdFrom"/> >> <prim-key field="partyIdTo"/> >> <prim-key field="roleTypeIdFrom"/> >> <prim-key field="roleTypeIdTo"/> >> <prim-key field="fromDate"/> >> >> So you can have only 1 relationship between 2 parties with the same roles, which is logical and wanted. >> But if you need more than 1 id to associate 2 parties with the same roles, as Ron mentioned in this comment, then PartyRelationship is not enough. >> This is the conclusion we got from our discussion inside OFBIZ-3764. >> >> Jacques >> >> Le 14/01/2015 20:07, Ruth Hoffman a écrit : >>> Hi Jacques: >>> Just curious, what do you mean by: "it's not multi valued"? I couldn't figure out from your reference. >>> Thanks in advance for the clarification. >>> Ruth >>> On 1/14/15 12:58 PM, Jacques Le Roux wrote: >>>> I agree with all that PartyRelationship is the way. >>>> Note though that there is a limitation with PartyRelationship: it's not multi valued. >>>> I assume this is not problem in almost all cases but I say that because of your question at >>>> https://issues.apache.org/jira/browse/OFBIZ-3764?focusedCommentId=14274901 >>>> >>>> Jacques >>>> >>>> Le 14/01/2015 17:08, Ron Wheeler a écrit : >>>>> >>>>> Does anyone have any ideas about what would be the best way to "assign" a salesperson to a customer Party? >>>>> The simplistic way is to make the name an attribute of the customer Party. >>>>> >>>>> Is there are better intermediate entity? >>>>> >>>>> Ron >>>>> >>>>> On 12/01/2015 11:15 AM, Ron Wheeler wrote: >>>>>> I am just putting together an example of how to use ADTransform to prepare product data to go into OFBiz. >>>>>> >>>>>> If you would could send me some sample data in Excell, I would prepare the ADTransform configuration to create the XML import file required to >>>>>> load Party data. >>>>>> You could then use ADTransform to prepare the real data for import. >>>>>> >>>>>> Ron >>>>>> >>>>>> >>>>>> On 12/01/2015 3:34 AM, Jacques Le Roux wrote: >>>>>>> Nothing specific, but here are few ways: >>>>>>> https://cwiki.apache.org/confluence/display/OFBIZ/Handling+of+External+data >>>>>>> https://cwiki.apache.org/confluence/display/OFBIZ/Import+Data+Using+Apache+POI+api >>>>>>> https://cwiki.apache.org/confluence/display/OFBENDUSER/OFBiz%27s+Data+File+Tools >>>>>>> >>>>>>> Jacques >>>>>>> >>>>>>> >>>>>>> Le 12/01/2015 05:17, Tom Running a écrit : >>>>>>>> Mass Account Data Import: >>>>>>>> >>>>>>>> I am trying out version 13.7.01 >>>>>>>> Under SFA Manager, Accounts User Interface. >>>>>>>> >>>>>>>> I have lot of account records from an excel spreadsheet that I want >>>>>>>> to import to the Accounts table (not sure if it call account table or >>>>>>>> something else). >>>>>>>> These are the fields within the Accounts UI that I want to import. >>>>>>>> >>>>>>>> PARTY ID >>>>>>>> EMAIL ADDRESS >>>>>>>> PHONE NUMBER >>>>>>>> CITY >>>>>>>> COUNTRY >>>>>>>> ASSIGN TO >>>>>>>> >>>>>>>> >>>>>>>> Would you provide some guidance on how to accomplish this. >>>>>>>> Perhaps, what table is handling the Accounts information? >>>>>>>> How to go about import the data? >>>>>>>> >>>>>>>> Is there an import template (batch job) available some where? >>>>>>>> >>>>>>>> Thank you. >>>>>>>> Tom >>>>>>>> >>>>>>> >>>>>> >>>>>> >>>>> >>>>> >>> >>> > > |
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In reply to this post by Jacques Le Roux
Jacques,
In order to grasp what you tried to bring across I assembled some PoC data. See below: <PartyRelationshipType description="" hasTable="N" parentTypeId="" partyRelationshipName="Agent" partyRelationshipTypeId="AGENT" roleTypeIdValidFrom="" roleTypeIdValidTo=""/> <!-- relations from the left side party to 2 different parties with the same role -->] <PartyRelationship partyIdFrom="DemoCustCompany" partyIdTo= "DemoCustAgent" roleTypeIdFrom="CUSTOMER" roleTypeIdTo="AGENT" fromDate="2001-05-13 00:00:00.000" partyRelationshipTypeId="AGENT" comments="Sandbox example"/> <PartyRelationship partyIdFrom="DemoCustCompany" partyIdTo="admin" roleTypeIdFrom="CUSTOMER" roleTypeIdTo="AGENT" fromDate="2001-05-13 00:00:00.000" partyRelationshipTypeId="AGENT" comments="Sandbox example"/> <!-- the relationship of the second example with a different fromDate --> <PartyRelationship partyIdFrom="DemoCustCompany" partyIdTo="admin" roleTypeIdFrom="CUSTOMER" roleTypeIdTo="AGENT" fromDate="2010-05-13 00:00:00.000" partyRelationshipTypeId="AGENT" comments="Sandbox example"/> <!-- a party relationship reversed --> <PartyRelationship partyIdFrom="DemoCustAgent" partyIdTo= "DemoCustCompany" roleTypeIdFrom="AGENT" roleTypeIdTo="CUSTOMER" fromDate="2001-05-13 00:00:00.000" partyRelationshipTypeId="AGENT" comments="Sandbox example"/> <!-- both parties having the same role --> <PartyRelationship partyIdFrom="admin" partyIdTo="ltdadmin" roleTypeIdFrom="MANAGER" roleTypeIdTo="MANAGER" fromDate="2001-05-13 00:00:00.000" partyRelationshipTypeId="AGENT" comments="Sandbox example"/> <PartyRelationship partyIdFrom="ltdadmin" partyIdTo="admin" roleTypeIdFrom="MANAGER" roleTypeIdTo="MANAGER" fromDate="2001-05-13 00:00:00.000" partyRelationshipTypeId="AGENT" comments="Sandbox example"/> All load perfectly well when the PartyRelationshipType doens't have and when parties have the roles they should have for the relationship. So you do have to explain better, because I am not getting it. Regards, Pierre Smits *ORRTIZ.COM <http://www.orrtiz.com>* Services & Solutions for Cloud- Based Manufacturing, Professional Services and Retail & Trade http://www.orrtiz.com On Wed, Jan 14, 2015 at 11:10 PM, Jacques Le Roux < [hidden email]> wrote: > This is not what I mean Pierre, please re-read > > Jacques > > |
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In reply to this post by Pierre Smits-2
Thanks.
Ron On 14/01/2015 2:17 PM, Pierre Smits wrote: > Have a look at the documentation. > > Met vriendelijke groet, > > *Pierre Smits* > mob. +31 6 432 45 169 > Skype: pierresmits_somonar > > *ORRTIZ: BMS* > Services & Solutions for > Cloud-Based Manufacturing, > Professional Services and Retail & Trade > > *www.orrtiz.com <http://www.orrtiz.com>* > > > 2015-01-14 17:11 GMT+01:00 Ron Wheeler <[hidden email]>: > >> Where are the roleTypeIds defined in the seed data. >> <PartyRole partyId="FOUR SEASONS HOTEL" roleTypeId="BILL_FROM_VENDOR""/> >> >> Is there a description of the seed data somewhere? How to add new seed >> data? How to find the entity definitions in some logical way? >> >> Ron >> >> On 12/01/2015 11:15 AM, Ron Wheeler wrote: >> >>> I am just putting together an example of how to use ADTransform to >>> prepare product data to go into OFBiz. >>> >>> If you would could send me some sample data in Excell, I would prepare >>> the ADTransform configuration to create the XML import file required to >>> load Party data. >>> You could then use ADTransform to prepare the real data for import. >>> >>> Ron >>> >>> >>> On 12/01/2015 3:34 AM, Jacques Le Roux wrote: >>> >>>> Nothing specific, but here are few ways: >>>> https://cwiki.apache.org/confluence/display/OFBIZ/ >>>> Handling+of+External+data >>>> https://cwiki.apache.org/confluence/display/OFBIZ/ >>>> Import+Data+Using+Apache+POI+api >>>> https://cwiki.apache.org/confluence/display/OFBENDUSER/ >>>> OFBiz%27s+Data+File+Tools >>>> >>>> Jacques >>>> >>>> >>>> Le 12/01/2015 05:17, Tom Running a écrit : >>>> >>>>> Mass Account Data Import: >>>>> >>>>> I am trying out version 13.7.01 >>>>> Under SFA Manager, Accounts User Interface. >>>>> >>>>> I have lot of account records from an excel spreadsheet that I want >>>>> to import to the Accounts table (not sure if it call account table or >>>>> something else). >>>>> These are the fields within the Accounts UI that I want to import. >>>>> >>>>> PARTY ID >>>>> EMAIL ADDRESS >>>>> PHONE NUMBER >>>>> CITY >>>>> COUNTRY >>>>> ASSIGN TO >>>>> >>>>> >>>>> Would you provide some guidance on how to accomplish this. >>>>> Perhaps, what table is handling the Accounts information? >>>>> How to go about import the data? >>>>> >>>>> Is there an import template (batch job) available some where? >>>>> >>>>> Thank you. >>>>> Tom >>>>> >>>>> >>> >> -- >> Ron Wheeler >> President >> Artifact Software Inc >> email: [hidden email] >> skype: ronaldmwheeler >> phone: 866-970-2435, ext 102 >> >> -- Ron Wheeler President Artifact Software Inc email: [hidden email] skype: ronaldmwheeler phone: 866-970-2435, ext 102 |
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