Import Mapping | Lucanet Knowledge Base

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Glossary

Item (or account) IDs often vary between different IT systems. It is therefore necessary to create an assignment for these item IDs (mapping) before the import process.

In the Import Mapping workspace, you can define how source items that you import from a source system are mapped to the target fields when you use an interface structure of type Import (enhanced). A mapping file can be created for each interface and period.

This article describes how to create and configure import mappings. First, a mapping is created and an editable Excel file is stored for the mapping. This Excel file is then downloaded, the item assignment made in the Excel file, and the Excel file uploaded again.

If the Import Mapping workspace is not visible, please contact your Lucanet consultant.

The Import Mapping workspace is displayed, for example, as follows:

Displays the ‘Import Mapping’ workspace of the Income Taxes module — 'Import mapping' workspace

To create a new Import mapping:

Choose the interface for which you want to create the mapping.

Choose the period for which you want to create the mapping.

Choose the balance type for which you want to create the mapping.

Choose the desired mapping type.

The mapping type defines from which target and into which source data are to be transferred and assigned by means of the mapping.

Enter the name for the mapping under Name of template.

You can optionally enter a description for the mapping.

Click the + icon to the left of the mapping name to create the mapping and generate a mapping file in the form of an Excel file.

Edit the Excel file as described in the following.

After you have created the import mapping and the mapping file has been generated in Excel format, you can configure the position assignment in the Excel file. Proceed as follows: