How do I add custom format fields to an import format? (System Administrator)

Overview

By means of an import format, you can specify which data, or rather columns, from an import file are to be transferred, how these columns are named and delimited (separators), and into which database tables the import data are to be taken over.

Which columns you can choose from when adding an import format depends on the DB table that is linked to the format. As a system administrator, you can adapt, modify and extend this database table to add custom fields to the import format. To do so, please proceed as follows:

Steps

1. Log in to metasfresh with the user role “System Administrator”.
2. Open “Table and Column” from the menu.
3. Use the filter and search for the Table you want to modify, e.g., the import table “I_Product” for product data.
4. Open the database table entry.
5. Go to the record tab “Column” at the bottom of the page and click . An overlay window opens up.
6. Scroll down to the field System Element, enter part of the new column’s name and click on the matching result in the drop-down list.
7. In the field above, enter the Length the new column shall have in the database.
8. Click “Done” to close the overlay window and add the column to the list.
9. Start the action “Synchronize column” to persist the column into the database.
10. metasfresh saves the progress automatically.

Next Steps (optional)

• Import bank statement data.
• Import business partner data.
• Import chart of accounts data.
• Import custom data entries.
• Import discount schema data.
• Import postal data.
• Import product data.
• Import replenishment data.
• Import user data.