Administration, Core Financials, and Project Accounting

[RobertWhite]

Does anyone have any experience importing Routings either using DataPorter or the Data Import Manager module?  I have a client just starting up a new company and we would like to avoid manually keying all the routings, if possible.  Any feedback would be greatly appreciated.

Thanks, Robert

[tbrasel · Accepted solution]

I have used both, and neither one is easy.   Dataporter is slow and you have to break down the import into different screens.  You can not import the entire Routing at once.  You have to bring in the header record, then, once the header exists, you can bring in the Detail Lines.  I have never been able to get it to work in one pass.

Data Import Manager is probably your best bet as it is faster and utilizes the standard API.  It takes some work and trial and error to get the fields mapped, but once you get them, it runs fairly smooth. 

One note for using Data Import Manager.  As of 7.3 Feb release, there is an issue with the import.  It does not calculate the effective pcs per hr properly.  If you enter 100 pcs per hr and 100% effective, the import will still have 0 pcs per hr.  You will need to correct in SQL. 

update tmfroutdetl_hai

    set EffectPcsHr = EffectPercent * PcsHr

[RobertWhite]

Thank you!