Summary

The Synchronisation entity records the information needed to synchronise data to or from PayGlobal. This includes the names of the fields and tables, path names and filenames. The data grid lists all the synchronisation entities (data tables) that can be imported into or exported out of PayGlobal. The standard right-click menu options are available in the Synchronisation entity.

Importing third party files

When importing a third party ASCII text file, the Details and Fields tab pages for each entity or table must be completed. This setup needs to be done only once. You can import from a .dbf file but you cannot export to this file type. This is useful when you want to append data.

Synchronising a makeup 
table

In previous version of PayGlobal the following procedures were recommended for synchronising makeup tables.

1. Synchronise everything out.
2. Make changes in a spreadsheet.
3. Synchronise everything back in, making sure you empty the table to avoid duplicate records.

This process can still be done if need be, but it is no longer necessary to empty the table before re-importing the data. The reason for this is that non- entity table synchronisations now contain a record ID field. This field is the unique identifier of makeup table records which allow for external data to be correctly linked to the data within PayGlobal.

For more information about the use of record ID fields, see Sychronisations.

Importing from spreadsheets

The most common file type used for importing and exporting spreadsheet data is a .csv file (comma separated value).

A blank field imported into an integer field will set the value to '0'. This means that you do not need to enter '0' for blank integer fields in the spreadsheet.

PayGlobal also posts a warning when unexpected results occur during synchronisation. The warning displays the value that caused the problem and the record.

A .csv file imports spreadsheet-style quotation marks around fields that contain commas, as is common in most spreadsheet applications. PayGlobal synchronisation ignores empty lines like .................. which are sometimes generated when you save a file in .csv format.

You can also import Notes fields from a .csv file as long as the .csv file follows spreadsheet-style conventions - commas, double quotation marks and carriage return-linefeed pairs must be enclosed in double quotation marks; and any solitary quotation marks (") within this text must be converted to "". The general rule is that if you can save it in .csv format, it can be imported into PayGlobal.

See also

Refresh Calculated Fields