From the Integrations Manager utility, you can access the Desktop Import utility to import data into
Vantagepoint from a file.
Video:
See related video below
When you import data from the Integrations Manager utility, the
Status and
Last Run fields on the Integrations Tasks List form are
not updated.
Prerequisites:
To import data into
Vantagepoint from the Integrations Manager utility:
-
In the Navigation pane, select
.
-
In the integration grid on the Integrations Manager form, hover over the integration that contains the import task that you want to run, click
at the end of the row, and then select
Edit.
-
In the tasks grid on the Integrations Task List form, select the import task, click
at the end of the row, and then select
Run.
-
On the dialog box that asks if you want to open the application from vantagepoint.deltek.com, click
Open, and log in to the
Vantagepoint desktop application.
This opens the Desktop Import utility in the
Vantagepoint desktop application.
-
On the Main tab of the Import Utility form, select the desired table description and input table name to open the desired import definition.
-
Review the settings on the tabs to confirm they are what you want.
-
Click
Validate.
-
On the Import from a Text File dialog box, browse to the text file, ensure that the information is correct, and click
OK.
Vantagepoint verifies the source data and inserts both the valid and error records into the temporary table that you specified on the Main tab.
-
Correct any records as needed, and click
Validate to re-validate them.
-
If no errors are found, complete one of these actions:
- If you are importing entries that do not require batch names, on the Import Utility dialog box, click the
Import button.
- If you are importing data entry transactions that require a batch name, on the "Please specify the batch name to be used for this data entry import" dialog box, enter batch information, and then click the
Import button.
Vantagepoint verifies the source data and inserts the records into the final destination in
Vantagepoint.
Video
Title
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Description
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Integrations Manager
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Learn how to create and edit integrations and how to run export and import tasks in an integration using the Integrations Manager.
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