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For flexible ad hoc imports and exports, the PCR-360 application also supports an API (Application Programmer Interface) as documented in the ‘API' section of this document. The Imports/Exports function affords Users the ability to adapt to changes in batch file import and export formats and removes the need to seek customization from PCR whenever these changes occur.

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Exporting Data From the System

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In the form, Users can select the desired column of data in the field labeled 'Source Column'. The options listed in the 'Source Column' field depend on the User's selection of 'Source Data'. For example, if the User selected 'General Ledger' as the 'Source Data', the 'Source Column' field will list each column eachcolumn that exists on the General Ledger Grid. If your export file requires a static, repeating value in a particular column; select the Source Column option of “Constant Value”. You can then enter that repeating value in the Constant Value field.

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To Import a file, Users must first define the nature of the data to be Imported. Since a single file often contains multiple types of information, the User must define the format of the file itself, allowing the PCR-360 application to process the data using the same format as that implemented by the external file. These Import Formats all related to specific things that can be imported. A list of all the definitions that can be utilized can be found in the Imports Importing a File wiki.

Import File Formats

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Once the column is selected, you must enter the Start and Width information for Fixed Width files or the Delimited Index for Delimited files to define where this column of data is in the record. The Start Field defines where the column start in the Import File. The Width Column defines where the Column starts in the Import File. Certain types of data, like dates, can be in any number of formats in the import file such as MM-DD-YY or MM-DD-YYYY, etc. For these fields, we need to know the format. If the Format Mask field is enabled, please select the appropriate Format Mask from the values displayed.

Conditional Logic

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The Conditional Logic form allows you attach conditional logic to the import. This functionality is very flexible but also highly technical and will require the skills of technical personnel. Due to the complex nature of the capabilities of this functionality, this portion of the import will be reviewed by the customer and a PCR-360 programmer.

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The following is a list of the import conditional logic flags that are available in all import types:

[FLAGS.IGNORE] default false

If set to true, this line of the input file will be ignored (skipped) by the import process. 

[FLAGS.FILENAME]

This is a read only field that contains the filename of the import file being imported.

[FLAGS.FILELINE]

This is a read only field that contains the line number from the import file of the record currently being imported.

There are other flags available in specific import types that are described in the specific import wiki pages.

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The process of assigning User Defined Fields in Conditional Logic can be found in this link:

Header Lines Tab

If you specified either Header or Footer lines in the Manage Import File Format in Tenant form, the Header Lines Tab will appear. These headers and footers may be defined by pressing the Header Lines tab. The data entry form is displayed.

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