Defining the Import Format

Subtopics

You define import formats to map source segments or chartfields to target dimensions. You can create import formats to:

You define separate import formats for data load rules and write-back rules. See Defining Data Load Rules to Extract Data and Data Write-back Rules.

Note:

You do not need to define import mappings for use with human resource source systems.

  To define the import format:

  1. In the Tasks pane, select Import Format.

  2. Click Add.

  3. Enter the Name.

  4. Optional: Enter a description.

  5. Select the Source System.

    The drop-down list displays all registered source systems.

  6. Enter or click Search button to search for the Accounting Entity.

    For E-Business Suite source systems, the Accounting Entity is the ledger. For PeopleSoft source systems, the Accounting Entity is the business unit.

    Tip:

    When you click the Search button to search for an accounting entity, you can click the Advanced button to use advanced search options. Advanced search options enable you to enter text and select an operator, such as Not equal to, Is blank, Contains, Ends with, Starts with, Equal to, and so on.

  7. Select the target application.

  8. Click Save.

  9. Perform these optional tasks:

    • To edit an existing import format, select the import format you want to modify, then make changes as necessary. Then, click Save.

    • To delete an import format, select the import format you want to remove. Then, click Delete.

      ERP Integrator verifies that the import format is not used in an existing location. If the import format is used, you cannot delete the import format until you ensure that it is not used in a location.

    Tip:

    To filter by the import format name, ensure that the filter row is displaying above the column headers. (Use the Query by Example button. to toggle the filter row.) Then, enter the text or partial text to filter.

  10. Define the import mappings from the ERP source system. See Defining the Data Load Mappings.

    For information on one-to-one mappings and many-to-one mappings, see Defining Import Format Mappings.

  11. Define the import mappings from the EPM application. See Defining the Write-Back Mappings.