Import Wizard¶

RECEIVING EDI FILES

EDI can be received either manually by pressing the button EDI Enquiry -> Reception Data -> “Сheck New Transactions”, or automatically, if the corresponding option is checked in the parameters. If there is a new transaction received, the user will see a corresponding message.

After the transaction is received the user may start the data import (mapping) by pressing the 'Import Wizard' button.
The import process consists of two parts – creating relations between received data and the database data and creating an order.
The mapping process consists of 5 steps – mapping Customer information, selecting import data, mapping Blind Type, Fabric, Options.
After the Wizard is started, the user will get to the Customer relation form. The relation is set by selecting an Inner Code for the customer – i.e. mapping the customer to the corresponding customer in the database.
The same method is used to map all other data.

On Select Import Data tab, the user can check the orders they want to import to the system and view the content of these orders.
On Import Blind Type tab, the user can set the relation for Blind type and check the details for this blind type. Import Fabric tab works in the same way.

On the Import Options tab, the user can set the mapping for Options and check the details. You can also see the field name this option belongs to.
Import Information tabs shows the import stats.

The next step is creating an order based on the imported data.

We have speeded up the EDI import process in the following areas.

1. Automated as much of the process as possible. If an order has come from Blindata Online, then the order does not need to be mapped because all the codes are the same (obviously).
2. For non Blindata Online orders, we have created a new flag in the customer record called ‘Auto Map EDI Records’, if this is set to true, then the import records will be mapped automatically.
3. There is now a file that records if the XML file has imported properly or not. If an EDI import fails, an email is sent back to the sender saying there is a problem.
4. When importing fabrics/options, the program now checks that the blind type is in ‘Product Blind Type’.
5. It is no longer possible to run the ‘Check New Transactions’ button if the records are importing automatically.
6. If an import fails part way through the import, previously only half an order would be imported. Now the order is rolled back so it is not imported at all and the file can be investigated.

The mapped records can be chnaged in the Mapping section.

There is an example of the EDI XML file structure

Please note, that the name of the XML file should start from the 'EDI-'.
Also, if you need to import component (Miscellaneous) and blind type in the same order, there is a specific setting you should check first.
So to import it the 'Import Carriage in EDI Order' box should be ticked in the 'Customers > Carriage' tab this allows uploading XML file with the components and blinds inside the order.