Import csv file via Service Connect

Yahoo Archive
1
If you have CRM, there is also a Customer/Contact Import directly from Epicor that uses a .csv file. The file format is available in Help.

--- In vantage@yahoogroups.com, "P" <pklein@...> wrote:
>
>
> DMT is a great tool where if you have the correct column name in your .csv or spreadsheet, and then you click a button to upload the data into Epicor.
>
> Not every file is available at the different version levels, so at 8.03.xx you might not be able to import/update as many files as at the latest version. We are at version 9.05.605 and I have noticed there are a lot more file layouts available to use DMT.
>
> We use DMT for 1-time, or occaisional updates, and use service connect if the data is updated on a regular basis.
>
2
Hey folks,

I need to import a whole list of customers from a csv file via Service Connect. However, I have never used service connect although it is all setup from my predecessor - is this something straight forward?

I have also looked into the DMT - would this be easier? Is the license expensive for the DMT?

Regards,

Michael
3
Service Connect is pretty simple. If you've got it already it's really not
worth the trouble/expense of acquiring another tool.

A tip though, when you setup your import, make sure you put a limit on the
number of threads it starts. If you let it try to import everything
asynchronously it can destroy your performance.


On Tue, Jan 17, 2012 at 6:47 AM, michael.hutcheson@... <
michael.hutcheson@...> wrote:

> **
>
>
> Hey folks,
>
> I need to import a whole list of customers from a csv file via Service
> Connect. However, I have never used service connect although it is all
> setup from my predecessor - is this something straight forward?
>
> I have also looked into the DMT - would this be easier? Is the license
> expensive for the DMT?
>
> Regards,
>
> Michael
>
>
>



--
*John Driggers*
*High End Dev, System Design, Profit Drinking
*
*:: 904.962.2887*
*:: waffqle@...*
*:: NO FAXES*

*

*


[Non-text portions of this message have been removed]
4
Ok thanks, I'm just working through the user guide now...

--- In vantage@yahoogroups.com, John Driggers <waffqle@...> wrote:
>
> Service Connect is pretty simple. If you've got it already it's really not
> worth the trouble/expense of acquiring another tool.
>
> A tip though, when you setup your import, make sure you put a limit on the
> number of threads it starts. If you let it try to import everything
> asynchronously it can destroy your performance.
>
>
> On Tue, Jan 17, 2012 at 6:47 AM, michael.hutcheson@... <
> michael.hutcheson@...> wrote:
>
> > **
> >
> >
> > Hey folks,
> >
> > I need to import a whole list of customers from a csv file via Service
> > Connect. However, I have never used service connect although it is all
> > setup from my predecessor - is this something straight forward?
> >
> > I have also looked into the DMT - would this be easier? Is the license
> > expensive for the DMT?
> >
> > Regards,
> >
> > Michael
> >
> >
> >
>
>
>
> --
> *John Driggers*
> *High End Dev, System Design, Profit Drinking
> *
> *:: 904.962.2887*
> *:: waffqle@...*
> *:: NO FAXES*
>
> *
>
> *
>
>
> [Non-text portions of this message have been removed]
>
5
mmmmm this isn't as straight forward as I thought - all I want to do is import a list of customers from a csv file.

--- In vantage@yahoogroups.com, "michael.hutcheson@..." <michael.hutcheson@...> wrote:
>
> Hey folks,
>
> I need to import a whole list of customers from a csv file via Service Connect. However, I have never used service connect although it is all setup from my predecessor - is this something straight forward?
>
> I have also looked into the DMT - would this be easier? Is the license expensive for the DMT?
>
> Regards,
>
> Michael
>
6
That's the way to do it, other than having the DMT tool., you could also
try to use an updatable BAQ (if you are on 9.05) What version are you on?

*Jose C Gomez*
*Software Engineer*
*
*
*checkout my new blog <http://www.usdoingstuff.com> *
*
*T: 904.469.1524 mobile
E: jose@...
http://www.josecgomez.com
<http://www.linkedin.com/in/josecgomez> <http://www.facebook.com/josegomez>
<http://www.google.com/profiles/jose.gomez> <http://www.twitter.com/joc85>
<http://www.josecgomez.com/professional-resume/>
<http://www.josecgomez.com/feed/>
<http://www.usdoingstuff.com>

*Quis custodiet ipsos custodes?*



On Tue, Jan 17, 2012 at 10:23 AM, michael.hutcheson@... <
michael.hutcheson@...> wrote:

> **
>
>
> mmmmm this isn't as straight forward as I thought - all I want to do is
> import a list of customers from a csv file.
>
>
> --- In vantage@yahoogroups.com, "michael.hutcheson@..."
> <michael.hutcheson@...> wrote:
> >
> > Hey folks,
> >
> > I need to import a whole list of customers from a csv file via Service
> Connect. However, I have never used service connect although it is all
> setup from my predecessor - is this something straight forward?
> >
> > I have also looked into the DMT - would this be easier? Is the license
> expensive for the DMT?
> >
> > Regards,
> >
> > Michael
> >
>
>
>


[Non-text portions of this message have been removed]
7
Sorry, not laughing at you.... Service Connect is *anything* but straightforward. That’s why I avoid it like the ghetto.

If you’re SQL, I have some import scripts you could use or get ideas from. Otherwise, DMT is more straightforward. Not that Service Connect can’t do what you want, but (for me) creating a Workflow to import 1000 customers takes longer than if I just would have manually typed them all in. There’s 3 things I’m not a fan of: NY Sports teams, my wife’s cooking and Service Connect.



From: michael.hutcheson@...
Sent: Tuesday, January 17, 2012 10:23 AM
To: vantage@yahoogroups.com
Subject: [Vantage] Re: Import csv file via Service Connect


mmmmm this isn't as straight forward as I thought - all I want to do is import a list of customers from a csv file.

--- In mailto:vantage%40yahoogroups.com, "michael.hutcheson@..." <michael.hutcheson@...> wrote:
>
> Hey folks,
>
> I need to import a whole list of customers from a csv file via Service Connect. However, I have never used service connect although it is all setup from my predecessor - is this something straight forward?
>
> I have also looked into the DMT - would this be easier? Is the license expensive for the DMT?
>
> Regards,
>
> Michael
>




No virus found in this message.
Checked by AVG - www.avg.com
Version: 2012.0.1901 / Virus Database: 2109/4748 - Release Date: 01/17/12


[Non-text portions of this message have been removed]
8
I don’t know what the hell youre talking about…your wife made me a great meal last night…

Rob Bucek
Production Control Manager
PH: (715) 284-5376 ext 311
Mobile: (715)896-0590
FAX: (715)284-4084
[Description: cid:1.234354861@...]<http://www.dsmfg.com/>
(Click the logo to view our site)<http://www.dsmfg.com/>

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of Vic Drecchio
Sent: Tuesday, January 17, 2012 9:36 AM
To: vantage@yahoogroups.com
Subject: Re: [Vantage] Re: Import csv file via Service Connect



Sorry, not laughing at you.... Service Connect is *anything* but straightforward. That’s why I avoid it like the ghetto.

If you’re SQL, I have some import scripts you could use or get ideas from. Otherwise, DMT is more straightforward. Not that Service Connect can’t do what you want, but (for me) creating a Workflow to import 1000 customers takes longer than if I just would have manually typed them all in. There’s 3 things I’m not a fan of: NY Sports teams, my wife’s cooking and Service Connect.

From: michael.hutcheson@...<mailto:michael.hutcheson%40rocketmail.com>
Sent: Tuesday, January 17, 2012 10:23 AM
To: vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com>
Subject: [Vantage] Re: Import csv file via Service Connect

mmmmm this isn't as straight forward as I thought - all I want to do is import a list of customers from a csv file.

--- In mailto:vantage%40yahoogroups.com, "michael.hutcheson@..." <michael.hutcheson@...> wrote:
>
> Hey folks,
>
> I need to import a whole list of customers from a csv file via Service Connect. However, I have never used service connect although it is all setup from my predecessor - is this something straight forward?
>
> I have also looked into the DMT - would this be easier? Is the license expensive for the DMT?
>
> Regards,
>
> Michael
>

No virus found in this message.
Checked by AVG - www.avg.com
Version: 2012.0.1901 / Virus Database: 2109/4748 - Release Date: 01/17/12

[Non-text portions of this message have been removed]



[Non-text portions of this message have been removed]
9
Service Connect is a great tool, but as with all tools, it has applications it’s really good at, and applications it’s not (or it’s overkill). With a one-time import of customers, I think SC is overkill – DMT is your best option. I would not recommend writing directly to the DB.



Kevin Simon



From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of Vic Drecchio
Sent: Tuesday, January 17, 2012 10:36 AM
To: vantage@yahoogroups.com
Subject: Re: [Vantage] Re: Import csv file via Service Connect





Sorry, not laughing at you.... Service Connect is *anything* but straightforward. That’s why I avoid it like the ghetto.

If you’re SQL, I have some import scripts you could use or get ideas from. Otherwise, DMT is more straightforward. Not that Service Connect can’t do what you want, but (for me) creating a Workflow to import 1000 customers takes longer than if I just would have manually typed them all in. There’s 3 things I’m not a fan of: NY Sports teams, my wife’s cooking and Service Connect.

From: michael.hutcheson@... <mailto:michael.hutcheson%40rocketmail.com>
Sent: Tuesday, January 17, 2012 10:23 AM
To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
Subject: [Vantage] Re: Import csv file via Service Connect

mmmmm this isn't as straight forward as I thought - all I want to do is import a list of customers from a csv file.

--- In mailto:vantage%40yahoogroups.com, "michael.hutcheson@..." <michael.hutcheson@...> wrote:
>
> Hey folks,
>
> I need to import a whole list of customers from a csv file via Service Connect. However, I have never used service connect although it is all setup from my predecessor - is this something straight forward?
>
> I have also looked into the DMT - would this be easier? Is the license expensive for the DMT?
>
> Regards,
>
> Michael
>

No virus found in this message.
Checked by AVG - www.avg.com
Version: 2012.0.1901 / Virus Database: 2109/4748 - Release Date: 01/17/12

[Non-text portions of this message have been removed]





[Non-text portions of this message have been removed]
10
Sorry - Vantage 8.03.305L

--- In vantage@yahoogroups.com, Jose Gomez <jose@...> wrote:
>
> That's the way to do it, other than having the DMT tool., you could also
> try to use an updatable BAQ (if you are on 9.05) What version are you on?
>
> *Jose C Gomez*
> *Software Engineer*
> *
> *
> *checkout my new blog <http://www.usdoingstuff.com> *
> *
> *T: 904.469.1524 mobile
> E: jose@...
> http://www.josecgomez.com
> <http://www.linkedin.com/in/josecgomez> <http://www.facebook.com/josegomez>
> <http://www.google.com/profiles/jose.gomez> <http://www.twitter.com/joc85>
> <http://www.josecgomez.com/professional-resume/>
> <http://www.josecgomez.com/feed/>
> <http://www.usdoingstuff.com>
>
> *Quis custodiet ipsos custodes?*
>
>
>
> On Tue, Jan 17, 2012 at 10:23 AM, michael.hutcheson@... <
> michael.hutcheson@...> wrote:
>
> > **
> >
> >
> > mmmmm this isn't as straight forward as I thought - all I want to do is
> > import a list of customers from a csv file.
> >
> >
> > --- In vantage@yahoogroups.com, "michael.hutcheson@"
> > <michael.hutcheson@> wrote:
> > >
> > > Hey folks,
> > >
> > > I need to import a whole list of customers from a csv file via Service
> > Connect. However, I have never used service connect although it is all
> > setup from my predecessor - is this something straight forward?
> > >
> > > I have also looked into the DMT - would this be easier? Is the license
> > expensive for the DMT?
> > >
> > > Regards,
> > >
> > > Michael
> > >
> >
> >
> >
>
>
> [Non-text portions of this message have been removed]
>
11
I'm on Progress but thank you anyway.

What's wrong with the NY Jets? : -D

--- In vantage@yahoogroups.com, "Vic Drecchio" <vic.drecchio@...> wrote:
>
> Sorry, not laughing at you.... Service Connect is *anything* but straightforward. That’s why I avoid it like the ghetto.
>
> If you’re SQL, I have some import scripts you could use or get ideas from. Otherwise, DMT is more straightforward. Not that Service Connect can’t do what you want, but (for me) creating a Workflow to import 1000 customers takes longer than if I just would have manually typed them all in. There’s 3 things I’m not a fan of: NY Sports teams, my wife’s cooking and Service Connect.
>
>
>
> From: michael.hutcheson@...
> Sent: Tuesday, January 17, 2012 10:23 AM
> To: vantage@yahoogroups.com
> Subject: [Vantage] Re: Import csv file via Service Connect
>
>
> mmmmm this isn't as straight forward as I thought - all I want to do is import a list of customers from a csv file.
>
> --- In mailto:vantage%40yahoogroups.com, "michael.hutcheson@" <michael.hutcheson@> wrote:
> >
> > Hey folks,
> >
> > I need to import a whole list of customers from a csv file via Service Connect. However, I have never used service connect although it is all setup from my predecessor - is this something straight forward?
> >
> > I have also looked into the DMT - would this be easier? Is the license expensive for the DMT?
> >
> > Regards,
> >
> > Michael
> >
>
>
>
>
> No virus found in this message.
> Checked by AVG - www.avg.com
> Version: 2012.0.1901 / Virus Database: 2109/4748 - Release Date: 01/17/12
>
>
> [Non-text portions of this message have been removed]
>
12
DMT is a great tool where if you have the correct column name in your .csv or spreadsheet, and then you click a button to upload the data into Epicor.

Not every file is available at the different version levels, so at 8.03.xx you might not be able to import/update as many files as at the latest version. We are at version 9.05.605 and I have noticed there are a lot more file layouts available to use DMT.

We use DMT for 1-time, or occaisional updates, and use service connect if the data is updated on a regular basis.