Data Import

The Import Setup screen is used to setup import parameters and maintain import setup for an import type. Also, this screen is used to add, remove, and modify import fields of an import type.

To access the Import Setup screen:

1. Log in to ProTrack Warehouse.
2. Select the Data Import tab under Configuration menu. The Import Setup screen appears.
   
   

   
   ^{Fig.168 Import Setup}

   
   

   Info

   • Importing does not update existing data, it will only create new data.
   • Importing time intervals are configured through Configuration > System settings. Clicking will force a file to be imported within the next minute.
   
   Import Setup Field Descriptions

   Field	Description
   Import Type	Select the type of data that will be imported from the drop down list.
   Description	Type a description detailing what kind of data will be imported.
   File Type	Select the format of the file being imported from the drop down list, either Comma Separated Values or Fixed Length.
   Location	Select a folder that will be searched for files waiting to be imported.
   Current Import Location	Displays the current saved import location.

   ^{Table 29. Import Setup Descriptions}
   
   Import Type Descriptions

   Type	Description
   Activity	This is typically used for initial configuration of activities.
   Aisle Path	Used for configuring warehouse mapping.
   Customer	This data can be used for reporting or triggering specific standards.
   Department	This is typically used for initial configuration.
   Speed Break	This is typically used for initial configuration of equipment speed breaks.
   Employee	This is typically used for initial configuration of employees.
   Equipment	This is typically used for initial configuration of equipments.
   Facility	This is typically used for initial configuration of facilities.
   Floor	This is typically used for initial configuration of floors within a facility.
   Location	Used for configuring warehouse mapping.
   Microzone	This is typically used for initial configuration of microzones.
   Quality	Used for importing quality data such as occurrence of mistakes and the date/time of occurrence which can be used for discipline and reporting purposes.
   Segment	Used for configuring warehouse mapping.
   Time & Attendance	Used for importing time and attendance swipes which represents a more accurate start of day, lunch, and end of day activities.
   Travel Path	Used for configuring warehouse mapping.
   WMS	Used for importing WMS files that contain data about the assignments worked by employees.
   Zone	This is typically used for initial configuration of zones.

   ^{Table 30. Import Type Descriptions}

Import Location

This is the folder location where files will be dropped so that ProTrack Warehouse can import the files. Each import type has a configurable import location which must be set locally on the application server.

To set the Import Location:

1. Select an Import Type from the drop down list.
2. Click and a popup window appears.
   
   

   
   ^{Fig.169 Import Location - Searching For A Location}

   
   
3. Navigate to the folder that will be used for importing files.
4. Select a file located within that folder.
   
   

   
   ^{Fig.170 Import Location - Selecting A Location}

   
   

   Tip

   • If there are no files located in the folder, you can right click within the popup and create a new document. Once it is created, select the file.
   
   
5. Click to select the location. The 'Location' field will be populated with the folder location you have selected.
   
   

   
   ^{Fig.171 Import Location}

   
   
6. Click to save the import location for that Import Type. The 'Current Import Location' will replace the default location with the one you have selected.
   
   

   
   ^{Fig.172 Import Location - Current Import Location}

Import Fields

Import fields will determine what data to send within a file along with the order of how the data will be sent. Each import type is configurable and the fields will vary from one import type to another. You may choose to import comma separated values or fixed length file types.

To set the Import Fields:

1. Select an Import Type from the drop down list.
2. Select a File Type from the drop down list.
3. Comma Separated Values file type will have three fields under the 'Import Fields' section: PTW Field, Element#, and Description.
   
   

   
   ^{Fig.173 Import Fields - Comma Separated Values}

   
   
4. Fixed Length file type will have four fields under the 'Import Fields' section: PTW Field, Element#, Field Size, and Description.
   
   

   
   ^{Fig.174 Import Fields - Fixed Length}

   
   
5. Select 'Add Detail' and a popup window will appear.
   
   

   
   ^{Fig.175 Import Fields - Add Detail}

   
   
6. Comma Separated Values file type requires two entries: Element# and PTW Field.
   

   
   ^{Fig.176 Import Fields - Comma Separated Values}

   
   
7. Fixed Length file type requires three entries: Element#, PTW Field, and Field Size.
   
   

   
   ^{Fig.177 Import Fields - Fixed Length}

   
   

   Info

   • The 'Element#' field will be automatically populated.
   • Every time a new field is added, the 'Element#' will increment by 5.
   • This 'Element#' defines the order of the data within a file.
   
   
8. Select an import field from the drop down list.
9. For fixed length file types, enter a value in the field size which represents how many characters that field will have within the file.
   
   

   Tip

   • Set the 'Element#' where that import field will begin in the file. For example, if the first import field is Facility ID with a a field size of 3 then the 'Element#' will begin at 1. If the second import field is Assignment ID with a field size of 15, then the 'Element#' will begin at 4. If the third import field is Activity ID with a field size of 6, then the 'Element#' will be at 19. If the fourth import field is Employee ID with a field size of 5, then the 'Element#' will begin at 25.
   
   
10. Click to save the import field. The screen will refresh displaying the saved import field in the 'Import Fields' section and another popup will appear with an 'Element#' of 10.
11. Repeat the previous steps until all fields are assigned an 'Element#'.
    
    

    Info

    • Fields that have a leading asterisk from the drop down list represents a mandatory field.
    
    
12. Once all fields have been selected, click on the popup window to close it.
    
    

    
    ^{Fig.178 Import Fields - Comma Separated Values}

    
    

    
    ^{Fig.179 Import Fields - Fixed Length}

    
    
13. Click to save the selected import fields and their order.
    
    

    Note

    • A restart of ProTrack Warehouse service is necessary whenever changes are made to the import fields.

Deleting Import Fields

To delete Import Fields:

1. Click on the check box(s) to the left of the import field you would like to delete.
   
   

   
   ^{Fig.180 Import Fields - Delete}

   
   
2. Click to remove the selected import fields.