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Import MEM Setup

The following tables and samples provide information on the file formats for importing setup data in an XML formatted file. Before importing data, review the following table for additional information about data imports.

Import type Entity Allocation Template MEM Entity Setup User Security Setup
Page refresh required to see import results? (Y/N) N Y Y
Existing data is not deleted upon import? (Y/N) Y Y Y
Duplicate data is ignored, and no errors occur? (Y/N). Y Y Y

XML elements must be in exact same order as the samples? (Y/N)

If not, an XML schema validation occurs.

Y Y Y
If XML schema validation contains errors, the entire import fails? (Y/N) Y Y Y
If XML data validation contains errors, the entire import fails? (Y/N) Y Y Y

Entity Allocation Template

Review the following table for the required content for importing entity allocation templates to the MEM Entity Allocation page.

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Allocation Template Sample

<?xml version="1.0" encoding="UTF-8"?>
<BssiAllocationTemplate>
    <BssiAllocationTemplateHdr>
        <BssiAllocationTemplateID>TESTXML1</BssiAllocationTemplateID>
        <BssiAllocationTemplateDesc>Test Xml 1</BssiAllocationTemplateDesc>
        <BssiAllocDim1>PROJECT</BssiAllocDim1>
        <BssiAllocDim2 />
    <BssiAllocDim3 />
    <TemplateLines>
        <lineNo>10000</lineNo>
        <BssiEntityID>ADM</BssiEntityID>
        <BssiAllocationPercentage>20</BssiAllocationPercentage>
        <BssiAllocDim1Val>10</BssiAllocDim1Val>
        <BssiAllocDim2Val />
        <BssiAllocDim3Val />
    </TemplateLines>
    <TemplateLines>
        <lineNo>20000</lineNo>
        <BssiEntityID>PROD</BssiEntityID>
        <BssiAllocationPercentage>80</BssiAllocationPercentage>
        <BssiAllocDim1Val>20</BssiAllocDim1Val>
        <BssiAllocDim2Val />
        <BssiAllocDim3Val />
    </TemplateLines>
</BssiAllocationTemplateHdr>
</BssiAllocationTemplate>
Field Description
Header
BssiAllocationTemplateID Name of the allocation template.
BssiAllocationTemplateDesc Description of the allocation template.
BssiAllocDim1 Name of dimension value 1.
BssiAllocDim2 Name of dimension value 2.
BssiAllocDim3 Name of dimension value 3.
Lines
BssiEntityID Entity used in the allocation template.
BssiAllocationPercentage Percentage allocated to the entity

MEM Entity Setup

Review the following table for the required content for importing entity setup data to the MEM Entity Setup page.

Currently, the following fields cannot be imported: 

  • Federal ID No
  • Picture (logo)
  • Bank Account No.
  • Sales Number Series (multiple fields)
  • Purchase Number Series (multiple fields)

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MEM Entity Setup Sample

<BssiDimensionValues>
    <BssiDimensionValues>
        <BssiDimensionCode>CUSTOMERGROUP</BssiDimensionCode>
        <BssiDimValueId>800</BssiDimValueId>
        <BssiDimValueName>XML</BssiDimValueName>
        <BssiLegalName>XML</BssiLegalName>
        <BssiTaxRegistrationNumber></BssiTaxRegistrationNumber>
        <BssiBillingAddress></BssiBillingAddress>
        <BssiBillingAddress2></BssiBillingAddress2>
        <BssiBillingCity></BssiBillingCity>
        <BssiBillingState></BssiBillingState>
        <BssiBillingZipCode></BssiBillingZipCode>
        <BssiBillingCountry></BssiBillingCountry>
        <BssiBillingContactName></BssiBillingContactName>
        <BssiBillingPhoneNumber></BssiBillingPhoneNumber>
        <BssiShippingAddress></BssiShippingAddress>
        <BssiShippingAddress2></BssiShippingAddress2>
        <BssiShippingCity></BssiShippingCity>
        <BssiShippingState></BssiShippingState>
        <BssiShippingZipCode></BssiShippingZipCode>
        <BssiShippingCountry></BssiShippingCountry>
        <BssiShippingContactName></BssiShippingContactName>
        <BssiShippingPhoneNumber>
        </BssiShippingPhoneNumber>
    </BssiDimensionValues>
     <BssiDimensionValues>
        <BssiDimensionCode>DEPARTMENT</BssiDimensionCode>
        <BssiDimValueId>8000</BssiDimValueId>
        <BssiDimValueName>XML</BssiDimValueName>
        <BssiLegalName>XML</BssiLegalName>
        <BssiTaxRegistrationNumber></BssiTaxRegistrationNumber>
        <BssiBillingAddress></BssiBillingAddress>
        <BssiBillingAddress2></BssiBillingAddress2>
        <BssiBillingCity></BssiBillingCity>
        <BssiBillingState></BssiBillingState>
        <BssiBillingZipCode></BssiBillingZipCode>
        <BssiBillingCountry></BssiBillingCountry>
        <BssiBillingContactName></BssiBillingContactName>
        <BssiBillingPhoneNumber></BssiBillingPhoneNumber>
        <BssiShippingAddress></BssiShippingAddress>
        <BssiShippingAddress2></BssiShippingAddress2>
        <BssiShippingCity></BssiShippingCity>
        <BssiShippingState></BssiShippingState>
        <BssiShippingZipCode></BssiShippingZipCode>
        <BssiShippingCountry></BssiShippingCountry>
        <BssiShippingContactName></BssiShippingContactName>
        <BssiShippingPhoneNumber></BssiShippingPhoneNumber>
    </BssiDimensionValues>
</BssiDimensionValues>
Field Description
BssiDimensionCode Dimension code.
BssiDimValueId Entity value.
BssiDimValueName Entity name.
BssiLegalName Legal name for the entity
BssiTaxRegistrationNumber Tax registration number for the entity.
BssiBillingAddress Billing address for the entity.
BssiBillingAddress2 Billing address for the entity.
BssiBillingCity City for the billing address.
BssiBillingState State for the billing address.
BssiBillingZipCode Postal code for the billing address.
BssiBillingCountry Country for the billing address.
BssiBillingContactName Contact name for the billing address.
BssiBillingPhoneNumber Telephone number for the billing contact.
BssiShippingAddress Shipping address for the entity.
BssiShippingAddress2 Shipping address for the entity.
BssiShippingCity City for the shipping address.
BssiShippingState State for the shipping address.
BssiShippingZipCode Postal code for the shipping address.
BssiShippingCountry Country for the shipping address.
BssiShippingContactName Contact name for the shipping address.
BssiShippingPhoneNumber Telephone number for the shipping contact.

User Security Setup

Review the following table for the required content for importing entity setup data to the MEM User Security Setup page.

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User Security Sample

<BssiUserEntity>
    <BssiUserEntity>
        <BssiUserName>DEMO</BssiUserName>
        <BssiEntityId>ADM</BssiEntityId>
    </BssiUserEntity>
    <BssiUserEntity>
        <BssiUserName>DEMO</BssiUserName>
        <BssiEntityId>PROD</BssiEntityId>
    </BssiUserEntity>
    <BssiUserEntity>
        <BssiUserName>DEMO</BssiUserName>
        <BssiEntityId>SALES</BssiEntityId>
    </BssiUserEntity>
</BssiUserEntity>
Field Description
BssiUserName The user name.
BssiEntityId Entity to which the user has access.