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Create CSV File with different Record Types (1 reply)

Tascoli
5 years ago
Tascoli 5 years ago

I need to create a CSV file with 4 different types of records. Any guidance on how to do this?

Support
5 years ago
Support 5 years ago

Tascoli, this is relatively easy. Here are the steps...I assume you're trying to create a file like the screenshot attached.

  1. After reading the data hierarchise the data (using the hierarchy transform) into your 4 different record types.
  2. Add a map transform following the hierarchy transform where you add a new field 'RecordType' to EACH transaction. Assign a unique value to the new field on each level.
  3. In your CSV Writer, ensure RecordType field is the first field...thereby signifying the record type.

Thanks

https://www.realisable.co.uk/wp-content/uploads/2019/01/Map-Transform.png
https://www.realisable.co.uk/wp-content/uploads/2019/01/Integration-Configuration.png
https://www.realisable.co.uk/wp-content/uploads/2019/01/FileExample.png
https://www.realisable.co.uk/wp-content/uploads/2019/01/CSV-Writer.png

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Realisable Software Ltd provides code-free, cost-effective applications integration solutions for SMEs. Our core IMan product is designed to integrate almost any application with a number of Sage solutions and online payment processors.

Looking to purchase IMan, please see our resellers here.

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Ph: +44 (0) 208 123 1017

Copyright © Realisable. All rights reserved.
Realisable is a registered trademark

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