The Dataflow Batch Import screen

On the Dataflow Batch Import screen, you need to set up batches of imported files, and specify import settings.

Set up import batches

Each tab on the Dataflow Batch Import screen is an import batch. Batches are used to load files from several locations at once, or to load the same set of files with different settings. Batches are processed in their entirety before the import moves on to the next batch. Batch management buttons are described in the table below; the same functions are available in the context menu if you right-click on a batch tab.

Note: The order of tabs is important when importing the same projects with different settings; the import begins with projects selected on the leftmost tab and proceeds from left to right, so the correct order of tabs must be set up.

Button	Description
	Creates a new batch.
	Renames the selected batch.
	Deletes the selected batch.
	Moves the selected batch to the left.
	Moves the selected batch to the right.

Select documents to import

The left-hand side of the screen contains the Dataflow hierarchy and options for selecting documents from it.

In the Revision section, select which revision will be loaded. You can load the latest revision, or select a specific one based on tags or date and time.

In the Version field, select the hierarchy version from which you want to load documents. The Select Node Types list is a filter used to simplify the document selection process: open it to choose which node types you want to see in the hierarchy.

Specify import settings

Note: Settings in the right-hand pane apply to individual batches. Thus, you can select different import options for each set of imported files.

The settings determine how new and existing projects will be treated during import. All options are described in the table below.

Option	Description
Create project	If a project does not already exist, it will be created.
Prompt to create project	If a project does not already exist, you will be asked if you want to create it.
Ignore project (do not add)	If a project does not already exist, it will not be imported.
Update project	Existing projects will be updated with values from the imported Dataflow document and, if required, moved to the consolidation node specified in the destination hierarchy.
Update project at any root	Existing projects will be updated and will remain in their current nodes in the destination hierarchy.
Create additional project	A copy of the existing project will be created and populated with values from the imported Dataflow document.
Log and skip project	Existing projects will not be updated, and a record will be made in the log file.
Only override the mapped variables	Check this box to update only those variables that are mapped in the template. Otherwise all variable values will be reset before import.
Only override periods containing import data	Check this box to update only those periods that exist in imported data as the number of periods in Dataflow documents can differ from CASH. If you are updating existing documents, checking this box will ensure that any values outside of the imported timeframe will be preserved. If this box is left unchecked, then all values will be overwritten.

The remaining settings define general import options (see the table below).

Option	Description
Currency Scenario	Select a scenario from the list.
Keep values in source currency as defined in mappings	Check this box to keep the currency set up in the import template. Uncheck it to convert all currencies to the US Dollar.
Import from Tagged Scenario	To import from a document scenario with a particular tag, select this option and choose the tag from the list. This would only update documents that have a scenario tagged with the selected tag.
Import from Named Scenario	To import from a document scenario with a particular name, select this option and type the name.
Import into scenario	Select the destination project scenario in CASH.

Save import settings

You can save the import settings to speed up the process if you import data several times with the same settings. To open a particular set of settings, select it from the list in the Batch import settings field. Next to this field is the menu with settings management options. You can also export and import settings to use them with different databases.

Option	Description
New Settings	Creates a new set of settings.
Save Settings	Saves the settings.
Rename Settings	Renames the selected set of settings.
Delete Settings	Deletes the selected set of settings.
Import Settings	Imports the settings from a Workflow Template Document.
Export Settings	Exports the settings into a Workflow Template Document.