Mass Import/Export

The Mass Import/Export option is used to export and import the contents of Circulation tables to and from the dti/exchange/cm directory. Data can be exported, manipulated in an external program such as Excel, then imported back into Circulation. The layout of the tables will match the Circulation schema. See the Circulation schema documentation for details about the contents of specific tables.

Note: By default this option is not accessible. Please contact Naviga Support if you are interested in using the Mass Import/Export tool.

Before importing data, you should export all of the applicable tables and save the original files. Testing the import using test data or a test database is also recommended.

Example—AAM Column Schema

The following table shows how AAM Column data is stored in Circulation. Note that certain fields refer to “ABC”, the former name of the AAM.

Seq	Field	Type	Format
10	ABCColumnID	char	x(10)
20	Description	char	x(30)
30	StartDate	date	99/99/9999
40	EndDate	date	99/99/9999
50	IsThirdParty	logi	y/n
60	PaidVerifiedType	char	x(20)
70	RestateABCColumnID	char	x(10)
80	ModifyDate	date	99/99/9999
90	ModifyTime	char	x(8)
100	ModifyUser	char	x(8)

Example—Export Format

When exported, the fields are pipe-delimited. This same format is required when the file is imported.

Note:

• If the Start Date of a database record matches the Start Date of a imported record, the EndDate of the DB record will be set to the EndDate of the imported record.

• If the Start Date of a database record is less than the imported record StartDate, the database record EndDate is updated to the imported record StartDate-1, and a new record with imported values is created.

To run this option:

1. Select Utilities | Mass Import/Export in the Graphical Setup module. The Mass Import window appears.

   
2. In the Run Type field, indicate whether you want to Export or Import the table(s).

3. Select the table or group of tables to export or import. The name of the table to be exported or imported is displayed. If a group of tables is selected, the name of each table is listed separately (see the example above in which four tables are being exported). The setup tables that can be imported/exported is listed below.

   Table Groups & Tables
   Table Groups
   AAM Group	Zone District Group
   User Group	User Profile Group
   Tables
   ABC Column	Charge GL Accounts	Reason
   ABC Column Heading	Charge Tax Authority	Reason Info
   ABC Column Link	Chart of Accounts	Region
   ABC Paid Verification Row	Complaint Charge	Service Area
   ABC Paid Verification Row Link	Complaint Code	Tax Authority
   ABC Price Level	Credit Status Publication	Tax Authority Publication
   ABC Zone	CR GL Accounts	Town of 25
   ABC Zone Publication	Delivery Schedule	Zip Area Code
   Area	Delivery Schedule Bonus Day	Zip Town of 25
   Blurb Level	Distrib Zone
   Blurb Setting	District
   Charge Code	Draw Brand
   Sub Source	User Profile	User Profile CR

4. If prompted, specify the product ID.

5. Click OK to run the utility.

When importing data, you will have the option to review it before clicking Commit to write it to the database.

If any errors are encountered when importing a table or tables, they will be listed individually and identified with a red exclamation point. Details can be displayed by clicking on the error (see below). Errors must be resolved before data can be committed.