|
Quantum VS Help: File Maintenance |
Quantum VS enables the creation of discrete 'bulk' import/export routines in the form of ETL Routine records. Users with an appropriate Role/User Permissions may:
export selected data from your Quantum VS database to a file; and
import selected data from a file to your Quantum VS database, updating data within existing records and/or adding data to new records.
Each business - with the assistance of a Quantum VS Professional Services Implementer - may set up ETL (Extract Transform Load) Routines to suit their own data import/export requirements. This might involve importing or exporting Branch data, Customer data, Product data, or data from another Quantum VS record type.
Each ETL Routine record defines the Quantum VS record type (e.g. Customer), the fields data will be imported to or exported from, and the file data will be imported to or exported from. For example, a routine may be created whereby Address field data in your Quantum VS Customer records may be updated via an import.
To facilitate the maintenance and running of ETL Routines certain User Permissions must be enabled, along with other prerequisites. See Setting Up ETL Maintenance.
ETL Routine records may be viewed, created, edited and deleted in ETL Routine Maintenance. See ETL Routine Maintenance.
Note: Saved ETL Routine records will display in the Finder. See Finding ETL Routine Records.
To run an ETL Routine see Running ETL Routines.
This section covers: