Navision Import/Export

 

Back Office > Data Export > Data Portal > Navision

 

Description

 

This feature is used to export/import data to/from Navision.

 

To Be Considered

 

  1. Note : To make use of any part of this feature, a General Ledger - Navision Registration will be required. This may incur an additional charge. To confirm charges, email registrations@swiftpos.com.au.
  2. The Terminal Cash Offs must be completed prior to exporting any sales data.

 


Settings

 

 

This screen is accessed from here.

 

This screen is used to configure the settings required to facilitate the export/import of data to/from Navision.

 

Data

 

  • Import Folder - Displays/Select the folder in which files imported from Navision will be placed.
  • Export Folder - Displays/Select the folder to which files exported from SwiftPOS will be generated.

 

Logging

 

Configure the appropriate settings to ensure the selected logging data (either Information, Error Only or Full Debug) is forwarded to the required email address.

 

Additional Settings

 

Select the appropriate option(s) from the those listed.

 

Note : Exported data (SalesData.zip) along with logging data will be sent to the Email Address configured in this screen.

 


Import/Export

 

 

This screen is accessed from here.

 

This screen is used to export/import data to/from Navision.

 

Data Import

 

Note : The import requires 2 mapping files provided by Navision. These files include Navision's Categories and Price Levels, and are required to align with those of SwiftPOS.

 

  • Import Folder - Displays the folder in which files imported from Navision will be placed. All files imported successfully will be deleted. Files imported unsuccessfully will not be deleted.
  • Import - Select to Import Price, Member and/or Item data Navision files.

 

Sales Export

 

  • Export Folder - Displays the folder to which files exported from SwiftPOS will be generated.
  • Trading Date - Select the Trading date for which SwiftPOS sales data will be exported.
  • Export - Select to Export sales data to Navision files. The exported data will be added to the SalesData.zip file and attached to the Email sent to the address configured in Settings.

 


Navision End of Day

 

To ensure data is exported/imported daily, ensure the following has been done:

 

  1. Ensure the Settings above has been configured appropriately.
  2. Ensure both or one of the Import Navision Data and Export Navision Data options are selected in the End of Day screen for the Location Groups (Venues) for which data will be exported/imported.
  3. Confirm the End of Day Run Time is correctly configured.
  4. Note : The first time the Export Navision Data runs successfully as part of the End of Day process, the export files generated will contain Sales data for ALL Transactions that are NOT marked as Exported. This will mean that after the EOD has processed once, all subsequent times the sales data exported will only be data that has NOT been previously exported. Thus ensuring data is NOT exported more than once.

 


Related Topics

 

  1. Data Export
  2. Import/Export Overview