The Database Batch Import screen

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

Each tab on the Database Batch Import screen corresponds to 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 Loader 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.

Once you have retrieved data from the database by editing the mapping template or clicking on the Connect button in the Advanced section, the empty box on the left will be filled with projects and consolidation nodes. Check boxes next to items you want to import.

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 Excel file 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 Excel file.
Log and skip project	Existing projects will be 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 FINANCIALS projects can differ from the database you are using. If you are updating existing projects, checking this box will ensure that any values outside of the imported time frame 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
Real/Nominal	Specify if the values should be imported as real or nominal, or if those settings should be taken from the import template.
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.
Add values to property dictionaries if not existing	If your project properties use dictionaries (see Document Property Definitions and Property Dictionaries), check this box to ensure that dictionary values in the imported data are created in the destination database if they do not already exist.
Import into scenario	This is the destination project scenario and it is selected in the mapping template. If you want to import into another scenario, check the Override scenarios defined in template box: the list of scenarios will become active and you will be able to choose a different scenario.

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.