ERP Import

The ERP Import module automates metadata import from ERP source systems into EPMware through configurable interfaces. It enables seamless integration with enterprise systems to maintain synchronized metadata across financial and operational applications.

ERP Import module showing Builder components

Overview

ERP Import provides automated data synchronization between source ERP systems and EPMware-managed applications through:

ERP Import Builder - Create and configure import definitions
ERP Import Mapping - Map source data to target properties
ERP Import Monitor - Track execution status and troubleshoot

The module supports multiple integration patterns: - Interface table-based integration - File-based imports (CSV, Excel) - REST API integration (Cloud deployments) - Scheduled batch processing - Real-time synchronization

Quick Links

🔧 Builder

Configure import definitions and settings

Build Imports →

🔗 Mapping

Map source fields to EPMware properties

Configure Mapping →

📊 Monitor

Track import execution and status

View Monitor →

⚡ Integration

Connect to Oracle, SAP, and other ERPs

Setup Integration →

ERP Import Architecture

Understanding the ERP Import data flow helps in designing efficient integrations:

graph TD
    A[ERP Source System] --> B{Integration Type}
    B -->|Database| C[Interface Tables]
    B -->|File| D[CSV/Excel Files]
    B -->|API| E[REST Services]
    C --> F[ERP Import Builder]
    D --> F
    E --> F
    F --> G[Field Mapping]
    G --> H[Data Validation]
    H --> I{Validation Result}
    I -->|Pass| J[Request Creation]
    I -->|Fail| K[Error Log]
    J --> L[Workflow Processing]
    L --> M[Metadata Deployment]

Integration Components

Component	Purpose	Location
Source System	ERP data origin	External
Interface Layer	Data staging	Database/Files
Import Engine	Processing logic	EPMware
Validation Layer	Data quality	Logic Builder
Request Engine	Change management	Workflow
Deployment	Target update	Applications

ERP Import Builder

The Builder creates and manages import configurations that define how data flows from source systems into EPMware.

ERP Import Builder showing configured imports

Creating Import Configurations

Basic Configuration

Create ERP Import configuration dialog

Navigate to ERP Import → Builder
Click the + icon
Configure import settings:

Field	Required	Description	Example
Interface Name	Yes	Unique identifier	GL_ACCOUNT_IMPORT
Description	No	Import purpose	Monthly GL account updates
Application	Yes	Target application	HFM_PROD
Dimension	Yes	Target dimension	Account
Workflow Priority	Yes	Request priority	High/Medium/Low
Workflow	Yes	Processing workflow	Auto_Approval

Advanced Settings

Field	Default	Description	Impact
Partial Allowed	No	Continue on errors	Allows partial success
Enabled	Yes	Active status	Controls visibility
Ignore Records That Have Not Changed	No	Skip unchanged data	Reduces processing
Launch Workflow	Yes	Auto-start workflow	Immediate processing
Interface Table Name	ew_if_lines	Source table	Data location

Script Integration

Configure pre and post-processing scripts:

Script Type	Purpose	Example Use
Pre-Execution	Data preparation	Validate source data
Post-Execution	Cleanup/Archive	Move processed records

Email Configuration

Set up notifications:

Template	When Used	Recipients
Email on Success	Import completes	Administrators
Email on Error	Import fails	Support team

File-Based Import

Import data from uploaded files instead of interface tables:

File upload for direct import

File Upload Process

Click upload icon (📁) on import row
Browse and select file (CSV/Excel)
Click Upload
System displays field mapping screen

Map file columns to properties

Supported File Formats

Format	Extension	Requirements
CSV	.csv	Header row required
Excel	.xlsx, .xls	First sheet used
Tab-delimited	.txt, .tsv	Tab separator
Pipe-delimited	.txt	Pipe separator

File Structure Example

MEMBER_NAME,PARENT,DESCRIPTION,CURRENCY,STATUS
100000,Total_Revenue,Product Revenue,USD,Active
100100,100000,Hardware Sales,USD,Active
100200,100000,Software Sales,USD,Active
100300,100000,Services Revenue,USD,Active

Cloud Deployment

EPMware Cloud uses REST API for file uploads, not direct database access to ew_if_lines table.

Managing Import Configurations

Edit Import

Edit import configuration

Right-click on import row
Select Edit Properties
Modify settings
Click Save

Delete Import

Right-click on import row
Select Delete
Confirm deletion

Active Import Deletion

Cannot delete imports with pending executions. Complete or cancel active jobs first.

ERP Import Mapping

ERP Import Mappings are created and managed with the ERP Import Mapping screen. The Mapping screen maps the Interface table columns with the Request attributes for the EPMWARE application. The Request Header and the Request Line Items are then populated with the data from the ERP Import and the Request is now ready for Review and Approval.

Mapping Types

The system supports two mapping levels:

Header Mapping

This section will have a drop down list to select the ERP Import Name and radio button to select a Header Mapping or a Line Mapping.

Import mapping configuration interface

An ERP Import Mapping consists of the following components:

Column Name - Interface Table Column Name
Property Name - Only valid for Property Fields in Column Name
Mapping Type:
- Constant - Constant Value
- Derived - Calculated Value
- Import - Source Value
Custom Value - Input Custom Value
File Header Column Name

To Create a Header Mapping :

Select ERP Import name from the drop down
Select Header radio button
Select the "+" icon to display the Create Mapping popup box.
Select an Column Name from Interface Table
Select a Mapping Type:
- Constant - Constant Value
- Derived - Calculated Value
- Import - Source Value
Input Custom Value if applicable
Select Save to save the ERP Import Mapping

Header mapping configuration

Common Header Mappings:

Column	Mapping Type	Value/Logic
REQUESTOR_USER_NAME	Constant	ADMIN
REQUEST_DATE	Derived	SYSDATE
DESCRIPTION	Constant	ERP Import for Products

Line Mapping

Maps source fields to request line properties:

Line mapping configuration

To Create a Line Mapping:

Select ERP Import name from the drop down
Select Line mapping radio button
Select the "+" icon to display the Create Mapping popup box.
Select an Column Name from Interface Table
Select an Property Name (Only Valid if Column Name is a Property)
Select a Mapping Type:
- Constant - Constant Value
- Derived - Calculated Value
- Import - Source Value
Input Custom Value if applicable
Select Save to save the ERP Import Mapping

To Edit a Mapping:

Right click on a row and select Edit Properties from the Menu to display the Edit Mapping popup box.
Edit the properties as required.
Select Save to save the changes.

Common Line Mappings:

| Source Column | Property Name | Mapping Type | Column Value |File Header Column Name| |--------------|---------------|--------------|-------------| | MEMBER_NAME | | Import | |MEMBER_NAME| | PARENT_MEMBER_NAME | | Import | |PARENT_MEMBER_NAME| | ACTION_CODE | | Import | |ACTION|

Mapping Configuration Process

Select Import - Choose from dropdown
Choose Level - Header or Line radio button
Add Mapping - Click + icon
Configure Fields:

Field	Description	Options
Column Name	Source field	From interface table
Property Name	Target property	From dimension
Mapping Type	Transformation	Import/Constant/Derived
Custom Value	Static/Formula	For Constant/Derived
File Header Column Name	ERP file column header name	eg.MEMBER_NAME,ACTION

ERP Import Monitor

Monitor tracks all import executions, providing visibility into status, errors, and performance.

Import monitor showing execution history

Monitor Grid

Column	Description	Actions
Execution ID	Unique job identifier	Click for details
Name	Import configuration	Link to builder
Start Time	Execution start	Sort/filter
End Time	Completion time	Calculate duration
Status	Current state	Filter by status
Message	Status details/errors	View full text
Log	Detailed log	Download/view

Execution Status

Status Types

Icon	Status	Description	Next Action
✅	Completed	All records processed	Review requests
⏳	Pending	Queued for processing	Wait
⚠️	Partial	Some records failed	Review errors
❌	Failed	Import failed	Check logs
🔄	Running	Currently processing	Monitor

Status Details

Click Execution ID for detailed information:

Detailed execution status popup

Note: The Status popup is displayed by clicking on the Execution ID in the Monitor Grid

Status Legend :

Icon	Status	Description
✅	Completed	Successfully deployed
❗	Pending	Awaiting action
⚠️	Partial	Some items failed
❌	Failed	Deployment failed
⚙️	Running	Currently executing

✅ Completed - This icon indicates the Import has completed successfully.

❗ Pending - This icon indicates the Import has an action pending, but the Import will finish once the pending action is complete.

⚠️ Partial - A partial status is indicated when some metadata have been imported, but other lines have failed to import. To change from Partial status to Complete, the failed line on the import must be fixed and the Import ran again or the Import must be manually Closed.

❌ Failed - This icon will indicate the Import has failed and will not finish without user intervention.

⚙️ Running - This icon will indicate the import is currently running.

Monitor Features

Filtering and Search

Filter options for monitor

Filter Options:

Start Date
End Date
Execution ID
Status

Auto-Refresh

Enable automatic grid updates:

Default: 60 seconds
Configurable in Global Settings
Manual refresh button available

Log Analysis

Access detailed logs:

Click log icon in grid
Review log sections:
Initialization
Validation results
Record processing
Error details
Performance metrics

Log Example:

[2024-03-15 10:30:00] INFO: Starting import GL_ACCOUNT_IMPORT
[2024-03-15 10:30:01] INFO: Found 1,234 records to process
[2024-03-15 10:30:02] INFO: Validation passed
[2024-03-15 10:30:05] INFO: Created request REQ-2024-0315
[2024-03-15 10:30:10] INFO: Processed 1,234 records successfully
[2024-03-15 10:30:11] INFO: Import completed

ERP Integration

Oracle EBS Integration

For Oracle E-Business Suite integration:

Configuration Requirements

Database Objects (See Appendix E)
Interface views
PL/SQL packages
Concurrent programs

EPMware Configuration

Interface Name: EBS_GL_IMPORT
Interface Table: xxps_gl_interface_v
Pre-Script: VALIDATE_EBS_GL

Mapping Example

-- Header Mapping
LEDGER_NAME → UDF1
PERIOD_NAME → UDF2

-- Line Mapping
SEGMENT1 → Entity
SEGMENT2 → Account
SEGMENT3 → Product

Scheduling and Automation

Scheduled Imports

Configure automatic import execution:

Schedule configuration options

Schedule Types:

Immediate - Run on file upload
Daily - Fixed time each day
Weekly - Specific days
Monthly - Day of month
Interval - Every X hours/minutes

Automation Best Practices

Off-Peak Processing - Schedule during low usage
Incremental Loads - Process only changes
Error Recovery - Auto-retry failed records
Notification Chain - Alert on success/failure
Archive Strategy - Clean up processed data

Best Practices

1. Data Quality

Source Validation - Check data before import
Required Fields - Enforce mandatory attributes
Format Standards - Consistent codes/formats
Duplicate Detection - Prevent redundant imports
Referential Integrity - Validate relationships

2. Performance Optimization

Batch Sizing - Optimal record counts
Index Usage - Index interface tables
Parallel Processing - Multiple concurrent imports
Memory Management - Configure heap sizes
Archive Old Data - Maintain performance

3. Error Handling

Partial Loads - Allow continuation on error
Error Logging - Detailed error capture
Retry Logic - Automatic retry for transient errors
Notification - Alert on failures
Recovery Procedures - Document recovery steps

4. Security

Access Control - Restrict import configuration
Data Encryption - Secure sensitive data
Audit Trail - Log all import activities
Credential Management - Secure storage
Data Masking - Hide sensitive values

Troubleshooting

Common Issues

Issue	Cause	Solution
Import not starting	Service stopped	Start ERP Import Service
Records not found	Wrong interface table	Verify table name
Mapping errors	Property mismatch	Check dimension properties
Validation failures	Data quality issues	Review pre-execution script
Timeout errors	Large dataset	Increase timeout, reduce batch
Duplicate imports	Multiple executions	Check execution history
Workflow not launching	Configuration issue	Verify workflow setting

Performance Tuning

Global Settings - Adjust timeouts and intervals
Database Indexes - Add indexes on interface tables
Batch Size - Optimize record count per execution
Memory Allocation - Increase JVM heap if needed
Parallel Processing - Configure multiple import threads

Administration Services - Manage ERP Import Service
Workflow Builder - Configure import workflows
Logic Builder - Create validation scripts
Email Templates - Import notifications
Global Settings - System parameters
Appendix B: Oracle Fusion GL - Fusion integration guide
Appendix E: Oracle EBS GL - EBS integration guide