Imports

PCR-360 allows Users to Import information into the application as needed. The bottom of this page has a list of all the Import types that can be used. Individual pages handle the specific logic of any given Import. This page goes over the more general information related to Imports.

Creating a New Import

To create a new Import, see the Importing Data into the system wiki page.

Notes

Conditional Logic

User Defined Fields

Several tables in PCR-360 allow User Defined Fields (UDFs) to be added to them. The Import process that creates records for these tables does support the assignment of the UDF values. These cannot be mapped. They must always be assigned in the Conditional Logic section of the respective Import.

To assign a UDF value, you must know the Identifier name for the UDF. This is the value in the first column of the User Defined Fields grid.

For example, to assign the Rollover GLA Date from input field 4 in the GLA import, the assignment would look like this:

[GLA.UDF_ROLLOVERGLA68] = [4];

Where GLA is the table with the UDF and ROLLOVERGLA68 is the UDF Identifier.

The Identifier and table associations are verified by the Conditional Logic validations. If you use an invalid Identifier in the Conditional Logic, the Validate button or Save button shows the error when clicked, and you are not able to Save until valid data is entered.

Errors

Errors in Test Mode

When you run the Import in Test mode, there are two kinds of errors that do not report.

  1. If the Save to the database failed for an unexpected reason, the errors do not generate. The Import can’t detect these errors until the save is attempted, which does not happen in Test mode.
  2. User Defined Field (UDF) Import Save logic is done after the Save and is only done for non-test Imports. For this reason, UDF fields do not UPDATE or INSERT in test mode.

Errors that cause the import to Abort

If one of these errors occur, a Rollback will happen, which will undo any progress that was made before the problem.

Related Pages