Cloud Storage Connection

Select a value from the list of configured cloud storage connections. (Mandatory)

This connection must already exist. To configure a cloud storage connection go to Settings > Cloud Storage Connections and add a new connection.

ERP Connection Name

Enter a unique name for the ERP connection. (Mandatory)

Description (Optional)

Provide any important details about this ERP connection. (Optional, but recommended)

Page Size

An integer greater or equal to 100 that indicates the number of master data records that are returned by the web service for each call. (Mandatory)

Use Default Null Values For Data Import

Converts any values that are equal to "NULL," "Null," or "null" into actual null values when the data is imported. (Default: Selected)

Input Storage Location

Enter the name of the input storage location needed for your cloud-based storage. (Mandatory)

This name is case sensitive. Also, the names of master data CSV files should be lowercase.

Output Storage Location

Enter the name of the output storage location needed for your cloud-based storage. (Mandatory)

This name is case sensitive.

Export File Pattern

Configure the file name by entering a pattern using the keywords below. (Default: [InvoiceId]_[InvoiceNumber]_[CurrentDateTime])

The following keywords are supported if they are enclosed in square brackets []:

• InvoiceId

• InvoiceNumber

• InvoiceAmount

• InvoiceDate (in YYYY-MM-DD-hh-mm-ss format)

• BusinessUnitId

• OrganizationId

• OrganizationName

• CurrentDateTime (in YYYY-MM-DD-hh-mm-ss format)

• VendorId

• VendorName

• Uuid (universally unique identifier)

During configuration, this form has built-in validation so it is not possible to add invalid characters. During export, it is possible for one of the keywords to include invalid characters. The keywords are replaced with their corresponding value and any invalid characters such as <, >, :, ", /,\, |, or ?, are removed when the document is exported.

For example, [InvoiceNumber]_[VendorId]_[CurrentDateTime] where the [InvoiceNumber] value is DECD:D204NP is exported as DECD204NP_50045334_2021-07-07-02-59-02. This is because the colon (:) in the [InvoiceNumber] is an invalid character and is excluded from the output.

Apply XSLT

Select this setting if you want to apply an XSLT transformation to the exported XML files so that they are converted to CSV format. (Optional) (Default: Cleared)

If the final result of the XSLT file is an XML file then the generated XML file is well-formatted XML.

XSLT File Name

This setting is available when Apply XSLT is selected only.

The path and name of the XSLT file used to transform your XML output. (Mandatory)

File Extension

This setting is available when Apply XSLT is selected only.

Enter a value to define the file extension of the generated file. (Optional) (Default: Cleared)

If no value is provided for this new setting then the files will be generated without an extension.

Test Storage Locations

Tests that you can access the configured cloud-based storage locations.

Save

Save the ERP connection and adds it to the table on the ERP Connections page.

Close

Closes the current page and returns to you to the ERP Connections page.

If you click Close before saving your values, they are lost when you return to the ERP Connections page.