When importing data from spreadsheets into Q360 for such things as quote items, expenses, and GL entries, you may need to import data using a custom formatted spreadsheet. The Import Map Builder allows you to create custom import templates that translate to Q360 data sources. Upon creating the new map, the option will display within forms that allow data importing.

For a  list of forms that support importing and default templates, see the reference topic Forms with data import capabilities.

Before you begin

• Import maps can be added and administered in Maintenance > Import Map Builder
• The extended menu option Create Import Map is added to the following forms
  • Quote
  • Order
  • Voucher
  • Bank Reconciliation
  • Add GL Entry
• Users must have the IMPORTMAP permission to view, edit, create and delete import maps
• Imported files must be in the .xlsx format
• Core maps cannot be edited or deleted but they can be copied and modified using the extended menu option Copy Map

Import Map Builder form details

• Name – The name of the import map. This displays for users when they are importing data from a form.
• Description – A brief description explains the purpose of the template
• Import Type – Defines which type of import can be used for this map such QUOTEITEM, MASTER, and TIMESHEET
• Sheet – The worksheet (tab) number on your spreadsheet containing the actual import data
• Header Row – The number of the row on your sheet that contains the column headers (labels)
• First Data Row – The number of the first row containing the actual data on your sheet
• Save Proc – Enables custom import routines to be used for specific maps.  This requires custom development to be utilized.
• Data Format – Allows you to specify that your file contains CSV content even if the file extension is not .csv. This is a specialized option that may require consultation before attempting.
• Data Delimiter – Specifies the delimiting character in the import file (comma, tab, etc).
• File Format – the expected file format that will be imported by users when they do the import. Stick with xlsx for testing.
• Default Map (check box) – When checked, this map will automatically appear at the top of the list when performing an import for this import type. If no maps are “default” for a given type, the standard map will be on top by default.
• Select Import File (button) – After you select the type of import, click this button and select an .xlsx file containing the import template. Columns in the template that match Q360 columns exactly may be automatically mapped. The contents will be loaded into the preview grid. Un-mapped columns will display “COL1″/”COL2” etc as the column captions. Click on these column captions, as if you are going to sort the grid, and a pop-up will display for you to pick the Q360 column corresponding to your spreadsheet.

Additional information about headers

• If headers are not on row 1, the header row must be correctly selected before your first time saving. Otherwise, the map will not work and you will have to re-import your file.
• Headers should not include spaces or special characters. Only alphanumeric characters in headers are supported.