Summary

Use a spreadsheet program to import data from another application.

Note: PayGlobal converts the data in an Entity Code field to uppercase.

Example

The following example demonstrates how to take a list of standard data and import it into PayGlobal.

Before starting, identify the table names and fields in PayGlobal that you want to populate with data from your third party application. The example used here will use data that  applies to the table named Location and the field named Description.

Preparation

1. Save or export the data from the existing application as a file type that a spreadsheet program can open (for example, .xls, .prn, .htm, .txt). Open the data from within the spreadsheet program.

   Each field should appear in a unique column and each spreadsheet file should contain only one table to be exported to PayGlobal. You may need to move some cells, or cut and paste data into a new spreadsheet to achieve this.

2. Save the file as type: .prn (space delimited formatted text) to the default PayGlobal location:

   '[INSTALLDIR]\Dataxx\Import'.

3. Open the file using a text editor such as Notepad or WordPad.
4. Ensure that:
   • Each field is in a separate column. Add spaces to make the columns line up if necessary.
   • All irrelevant information is deleted, for example, titles, dashes, full stops.
   • All information fits the data type. If you are unsure, go to Standard Data Dictionary in PayGlobal to check the data type and maximum field length.
   • Each record has a unique code that will be imported. This is usually the first field shown for each table in the Data Dictionary.
5. Write down the number of characters reading left to right where each column starts, and the length of the column before the next one starts. If you place a temporary row of numbers, make sure you delete them before saving the file.

    

   Column	Field	Start	Length
   1	Location Code	1	9
   2	Description	10	30

    

6. Save as a .txt file in the default PayGlobal import folder, and save another copy in the default PayGlobal backup folder.

Synchronisation

1. From PayGlobal, go to the Synchronisation entity.
2. Press Insert within the Grid to add a record.
3. Enter the required information into the Synchronisation Details tab and the Synchronisation Fields tab.  
4. When completed, double click Import Files in the Synchronisations folder.
5. Check the appropriate tables and fields from the PayGlobal Tree to make sure they are populated as intended.

   If data is in the wrong place or contains unnecessary spaces, make sure the From Character and Length values in the Fields tab match the columns in the text file, and the Path and Filename are correct in the Details tab.