VISUAL: Excel to Infor VISUAL ERP Import

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This application allows you to import data from Excel spreadsheets into Infor VISUAL ERP. The current release supports parts and customer order lines (if you are looking to import something different, please reach out before purchase so we can confirm the feasibility and provide an ETA on delivery).

 

INCLUDES ALL INSTALLATION & PHONE SUPPORT

 

Overview

The Excel to VISUAL Import application provides the ability to mass import:

  • New VISUAL Parts

  • Customer Line Items

  • Engineering Masters (Single Leg)

  • Defaults (i.e. Site ID)

The Templates

The process begins with an Excel template:

Screenshot of the GingerHelp Excel sheet that is the basis for the import routine to bring parts into VISUAL ERP.
Screenshot of the GingerHelp Excel sheet that is the basis for the import routine to bring customer order lines into VISUAL ERP.
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Engineering Master Templates examples:

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(Note: Hidden columns are defaulted with required values and included for reference only.)

Defaults - Single values used on one or more templates:

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Hover Notes – Offer support on select fields:

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Importing Excel to VISUAL

The Excel to VISUAL Import application will then processes the Excel template, importing the data into the Visual database.

Screenshot of the import screen in the Excel to VISUAL ERP import application by GingerHelp.

The Excel to VISUAL Import application will log each part and/or item to the application window and an ExcelToVISUALImport_Results.txt log file.

Log file from GingerHelp’s Excel to VISUAL ERP import application.

The Excel to VISUAL Import application will also log any errors that occur during the import process and indicate where to look in the Excel template.

Screenshot of the error screen in GingerHelp’s Excel to Infor VISUAL ERP import application.

Settings will allow a user to save a password and an Advanced User – which is password protected – to either set the Maximum Import Rows or Disable Max.

Screenshot of the settings screen in GingerHelp’s Excel to Infor VISUAL ERP importer application that sets user permissions.

  • Maximum Import Rows – Help maintain a manageable amount of imported data.

  • Disable Max – Quickly switch between having and not having a Maximum Import Rows setting.

 
Infor VIUSALAdam Ellis