Dimension data import file can be used to import new items for dimensions or to update existing items of dimensions.
Dimension data import file is imported in Management > Accounting info > Dimensions by clicking the Select file button.
Dimension data
The picture above is an example of a dimension data import file that is in CSV format. Column A includes the dimensions for which new items are created. Column B includes the new items for each dimension. Therefore, one row in the file is equivalent to one new item: for example, if it’s needed to create 10 new items for Location dimension, the file must include 10 separate rows that all have “Location” in column A as the dimension. Items can be set as passive in column C. Additional information (that is visible in Edit items view) can be brought to existing or new items in column D.
Import file
The file is imported to Procountor in CSV format. The import file can be created using this CSV template. The file contains a heading row about the information that can be included in the file. However, this heading row must be deleted before importing the file: every row in the file is interpreted as a dimension row. It is also important to check that the first cell (A1) of the file contains information; otherwise all the other cells in the file will relocate to a faulty position.
The data import file is a file in which a single row constitutes a single record. Fields in the record are separated by semicolons. For this reason, semicolons may not be used in the data contained in the fields. The file does not have a separate header row, i.e. the records begin immediately from the first row. The CSV extension is used to identify the file, which can otherwise be named freely. If the file is saved in CSV format in Excel (not CSV (Macintosh) or CSV (MS-DOS)), the field separators and extension will automatically be correct. If the file is created using an OpenOffice spreadsheet, it will add quotation marks around the character strings when saving in CSV format. This setting must be cleared in order to make the file correctly readable.
Dimension record
Dimension data import file uses only one kind of a record.
The following record description includes the following information for each field, organized by record type:
- Num: the field’s number
- Excel cell: the field’s column in the Excel spreadsheet
- Field name / Data item: description of the data
- Obligatoriness: X = mandatory, empty = optional
- Format: text, decimal, integer, date, or other specified form
- Permitted values / Verification: states the values permitted for the field in question; will the accuracy of the data be verified
- Default: the value assigned to empty fields
- Additional information: other relevant information concerning the field
|
Num |
Excel cell |
Field name / Data item |
Obligatoriness |
Format |
Permitted values / Verification |
Default |
Additional information |
|
1 |
A |
Dimension name |
X |
Text, 255 characters |
Must exist in Procountor written in the exact same form (including small and capital letters). |
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|
2 |
B |
Item name |
X |
Text, 255 characters |
If import data information is going to be allocated to an existing item, the name of the item must be written in the exact same form compared to the item in Procountor (including small and capital letters). |
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|
3 |
C |
Passivity code |
Text, 1 character |
P or another character |
P = passive dimension. All other characters will set the dimension to active. |
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4 |
D |
Additional information |
Text, 255 characters |
Free-form text |
Free-form description related to the item. |
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5 |
E |
External ID |
Text, 255 characters |
Free-form text |
Note! Use of this field must be separately agreed with Procountor; only used when ValueFrame automated interface is in use. |