Importing and Exporting from the Application

The import/export wizard makes it possible to upload external data into BizController from a text file. It can be used, for example, to transfer actuals from an accounting system or to import templates from another database.

It is always advisable to perform an importing procedure on a test database before modifying the production database or creating a backup of project files. It will protect the user against unexpected results coming from an inappropriately formatted file.

Importing accounts, cost centres and scenarios

  • Click Import and Export and then choose Import data table from a CSV file.

  • Choose the data type you want to import and click >>>.

  • Select a file location and click >>>.

  • Indicate if the first line in the file contains headers.

  • Enter a separating character (usually comma or semicolon), and click >>>.

  • Map the fields in the file to the corresponding system fields (double-click items in Mapped to field column).

  • Click OK to begin importing.

·         If field header names in the file match the system field names then they will be mapped automatically

·         The fields marked with an asterisk are mandatory.

·         After the operation completes successfully, the old data from the system will be erased and replaced with imported data.

Importing templates

  • Click Import and Export and then choose Import data table from a CSV file.

  • Click Report Templates and then >>>.

  • Select a file location and click >>>.

  • Indicate, if the first line in the file contains headers.

  • Enter a separating character (usually comma or semicolon), and click >>>.

  • Map the fields in the file to the corresponding system fields (double-click items in Mapped to field column).

  • Click OK to begin importing.

·         If field header names in the file match the system field names, then they will be mapped automatically.

·         The fields marked with an asterisk are mandatory.

·         The existing templates will be retained unless the imported templates have id names that already exist in the system. In such a case they will be replaced with imported ones.

·         BizController uses its own proprietary format for templates and, therefore, only those files that have been created with this software should be imported. Changing the file structure may corrupt the system.

Importing historical data (actuals)

  • Click Import and Export and then choose Import data table from a CSV file.

  • Click Historical Information and then >>>.

  • Select a file location and click >>>.

  • Indicate, if the first line in the file contains headers.

  • Enter a separating character (usually comma or semicolon), and click >>>.

  • Choose whether amounts should be imported exactly as specified in the file or they should be multiplied/divided by 1,000, and click >>>.

  • Map the fields in the file to the corresponding system fields (double-click items in Mapped to field column).

  • Click OK to begin importing.

·         For any combination of Period x Account x Cost centre, an existing amount will be replaced with an imported value.

·         If data being imported relate to a period for which some data have already been entered into the system, BizController will automatically find and erase duplicates, which may take several minutes, depending on the PC speed.

·         The field Project is not used in current editions of the software.

Exporting data to a file

Click Import and Export and then choose Export data table to a CSV file and follow the steps similar to the ones described in previous sections.

Field mapping is not needed in this process, but, instead, the user is given an option to change the order of the fields being exported.