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Import Screen

Updated

The Import screen shows history of recent data import operations as well as providing the ability to run the calculate step on-demand as desired.  The Import steps are the first two of 3 major steps in  StockIQ data processing.

It is accessible by clicking Data --> Import within StockIQ.

Import to Staging

Importing the data from external sources into the staging tables is the first step.  Usually this is accomplished by running an extract from your ERP system, which is followed by the data import to staging.

In an on-prem environment, you will see one entry for the extract, and a second entry of type "StockIQToStockIQDataTransformer" that represents loading the data from the extract text files into the staging tables.

In a hosted scenario, you will not see the ERP extract logged, only the import of data from its cloud storage location, like so:

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Clicking on an entry will show you each data feed that was imported (or not), and errors associated with that data feed.  One helpful approach is to sort by the "Errors" column, to focus on data feeds that have errors in need of cleanup. 

Clicking on any individual data feed will show you errors associated with that feed.

Manual Import to Staging

To manually request that data be re-imported from the source data, you can click the "Import to Staging" button.  In an on-prem environment, most of the time this will re-run any data extracts configured for StockIQ, and attempt to re-import the data into StockIQ.

NOTE: Users can still use StockIQ while the import-to-staging operations are running.

 

Import to StockIQ

The second step, once data is in the staging tables, is to import the data into StockIQ's internal tables.  Here the data is checked for consistency, what is known as referential integrity, as well as other value checks.

There is also a special prerequisite check run before data is imported to StockIQ.  StockIQ will check if any of the following data feeds are empty, and if so, will abort the import process:

  • Item
  • Site
  • ItemSite
  • ItemSiteSupplier
  • Supplier
  • SalesOrder
  • Customer
  • CustomerShipTo

Any of these will be logged under the Import History grid in the "Staging to StockIQ Importer", and the import summary will show 1 error message and no records for that particular data feed.

Manual Import to StockIQ

To manually request that data be moved from the staging tables to the internal StockIQ tables, click the "Import to StockIQ" button.  

 IMPORTANT: Users can NOT use StockIQ while the import-to-staging operations are running.

 

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