Data Import Client

Overview

The Data Import Client allows users to import bulk data and generate standard importing templates for entities within the FreeBalance Accountability Suite.

Generate Templates
Import Data
Data Import Execution Log

The Generate Templates function allows users to generate a standard importing template for entities within the FreeBalance Accountability Suite.

The Import Data function allows users to import bulk data.

Data Import Execution Log allow users to monitor and view the results of the import process.

Data Import Execution Log

Overview

Data Import Execution Log allow users to monitor and view the results of the import process. Generated information help users to identify the result of import process whether it has been successfully imported, not imported or partially imported. In case of a partial import, no data imported or validation error, system generates a log file which contains error message about the data not being imported.

Navigation

Admin ► Data Import Client ► Data Import Execution Log

Data Import Execution Log Screen Fields

Fields	Description
Entity	Allows to search the name of the entity for which the import process was performed.
Process Start Timestamp	This attribute allows to search Process Start Timestamp
Process Finish Timestamp	This attribute allows to search Process Finish Timestamp
Application User	This attribute selects an Application user from data lookup button and help users to search the import processes done by that user.
Institution	This attribute selects an Institution from data lookup button and help users to search the import processes done by that institution.
Data Import Execution Result Type	This attribute allows to search the processes by its result. Following are list of results which shows once the process is completed: Failed: If the import has been terminated during its processing due to some technical errors then the result shows as Failed. Fully Imported: The result shows Fully imported when the process has been done successfully and all the data got imported without giving any error. No Records Imported: This result displays when none of the records are imported due to some data population issue. In this case the system generates an Error Log file. Partially Imported: System displays this result when part of the record is imported remaining are not imported due to some data population issue. In this case the system generates an Error Log file. Validation Errors: System displays this result when the process is terminated due to any validation issues. In this case system generates an error log csv file.
Data Import Execution Origin	This attribute shows the Execution Origin of the Data Import. Following are the list of origins: Entity Screen: System displays this result when the Import function has been done from the Entity screen itself but not from the Data Import Client. File System: System displays this result when the import has been done from an automated file transfer system. Generic Web Service: When the import has been done through any web service system then system displays this result for that import process.

Generate Templates

Overview

The Generate Templates function allows users to generate a standard importing template for entities within the FreeBalance Accountability Suite. These templates, which are generated as Excel files are used as base for importing information into the system. This function is usually performed at the beginning of the implementation in order to import any important data that need to be transferred to the new system. This process is completed as part of the data migration process which are to be completed together with various departments where the data is located, whereby a number of different records are imported: bank balances, budget data, employee records etc.

Navigation

Admin ► Data Import Client ► Generate Template

Generate Template screen Fields

Field	Description
Data Import Method	There are two options available for Data Import method which allows to generate the following to templates for Data Import: Excel files related using ID numbers references. In this method, the header file (main screen of the entity) has a unique ID number column for each row of data which can be used as a reference within the other item files (tabs below the header screen). Excel files related using Line numbers references. In this method the header file and item files are referred by the row numbers.
Project	This shows the list of modules for which users want to perform the import process.
Selected Entity	Based on the selected Project, this dropdown list shows the available entities under that project which has the import function available.

Import Data

Overview

The Import Data function allows users to import bulk data. This information is processed and proper records are created on the affected entities. FreeBalance Accountability Suite allows users to generate the templates that are to be used to populate the data. Once the templates have been generated and populated, the Administrator User now be able to import the data in the system using Data Import Client.

Navigation

Admin ► Data Import Client ► Import Data

Import Data screen Fields

Field	Description
Project	This shows the list of modules for which users want to perform the import process
Selected Entity	Based on the selected Project, this dropdown list shows the available entities under that project which has the import function available.
Import File	Tool for uploading the generated file into the system.