Importing a file via Data Automator that already exists in Sybiz Vision
In some of the transactions Data Automator (DA) checks to see whether there is a record or not.
If there is a record DA modifies it rather than a new one. The customer transaction has this function, for example and DA will try and modify the data if it finds one with the same code. A duplicate record will not be created.
Note: We have only added this feature to the transaction types that need it, thus far. As it takes considerable time to add the modify feature, we do this on a case by case example when required.
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Requirements to run Data Automator
Microsoft .NET Framework 4.5.1 or later Microsoft SQL Server 2008 or later + login details Valid Data Automator license file Rights to install software Access to https://integrator.plussoftware.com.au/ Sybiz Vision 14.51 & higher installed and ...
File formats that Data Automator integrates with
Data Automator can use both XML and CSV formats for loading data and integrating different systems.
Data Automator management for software updates of vendors
We provide a download link on our website for each new version of Data Automator. Partners need to update Data Automator when they update to a newer version of Sybiz Vision or if they require a new feature from the vendor’s update.
Importing data from other systems to Data Automator
Currently you can import / integrate the following: Sales Order, Sales Delivery, Sales Invoice Purchase Order, Purchase Delivery, Purchase Invoice Job Estimates, Job Estimate Templates, Job Journals Manufacture Issues, Manufacture Returns ...
Job Costing Dashboard column exlplanations for Sybiz Vision
The Job Costing Dashboard within Snapshot is for Sybiz Vision only. Here is an explanation of the way columns are calculated: Estimated Cost: Sum of all costs in job estimates. Actual Costs: Sum of all Job Cost transactions, e.g. Job Costs, ...