Data Integration on Manage.ID Documentation

Importing Data

Mon, 01 Jan 0001 00:00:00 +0000

Before you begin

You are assigned to a user group that at least has the permission Configure data integration.

About this task

In order to use information from an external database in manage.ID, you must first define an import task.

Procedure

In the side bar, select Data Integration and click Import & Export.

The view Data Integration opens. 2. To add a new task, click the add icon +. The view New Task opens. 3. Enter a name for your task and select Import. A Type dropdown then appears: choose Task for a regular, field-mapped import into a master data table; Document to import label layouts; or Resource to import auxiliary printer files such as logos or fonts (only shown if the Resources Management feature is enabled). Document and Resource imports don’t use the field-mapping steps below (7–8) — they match files by name instead. The rest of this procedure describes a Task import into a master data table. 4. Click next.

Exporting Data

Mon, 01 Jan 0001 00:00:00 +0000

Before you begin

You are assigned to a user group that at least has the permission Configure data integration.

About this task

In order to send data out of manage.ID to an external file, database, or system, you define an export task. Of the master data types, only Logistic Units can be exported this way, and only when the Logistic Units feature is enabled — see Master Data > Data Types for what it contains. The same export task type can also target Printer Logs, which aren’t master data and aren’t documented in detail in these pages.

Overview - Fields for Import Tasks

Mon, 01 Jan 0001 00:00:00 +0000

Source File Definition

The form section Import settings defines the general properties of the source.

Format

The format of the source: CSV, XML, or DB (a connection to an external database). The format determines which of the fields below are shown.

Source Folder

Location of the source file on the server. Not shown for the DB format.

Encoding

Encoding format of the source file. UTF-8 encoding is commonly used, but some older systems still require ISO_8859_1 encoding. Only for CSV and XML files.

Exclude header