• Test all imports in a test copy of your live company, not in the live company itself

Business Framework table names contain an underscore symbol and wording indicating the information stored. For example, AR_InvoiceHeader or PO_ReceiptHeader.

1. Manually enter a sample record into the target file to identify the required fields.
2. Note the required fields—you must include these in your import job.
3. Go to Visual Integrator, Main, Import Job Maintenance and enter a Job Name.
4. Use the lookup for Table Name and select the appropriate table.
5. On the Data tab, enter the field names noted in Step 2.
6. Add other fields if you need to override default values.
7. If you haven't selected Header Separate From Line Record on the Configuration tab,
   • you only need to define Skip Record in the Record tab
     (for skipping source file records like column headers)
8. Select Skip Source Data Truncation on the Configuration tab if:
   • Importing GL Account numbers longer than nine characters (including "-" separators)
   • Importing descriptions over 30 characters