In this article
Import Master Security
The following tables and samples provide information on the file formats for importing master security data in an XML formatted file. The data import updates the entity values that are assigned to records for the MEM Master Security page.
Before importing data, review the following table for additional information about data imports.
| Import type | Bank Account Entity | Customer Entity | Fixed Asset | Item Entity | Location Entity | Vendor Entity | Project Entity | Resource Entity | Service Item Entity |
| Page refresh required to see import results? (Y/N) | Y | Y | Y | Y | Y | Y | Y | Y | Y |
| Existing data is not deleted upon import? (Y/N) | Y | Y | Y | Y | Y | Y | Y | Y | Y |
| Duplicate data is ignored, and no errors occur? (Y/N). | Y | Y | Y | Y | Y | Y | 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 | Y | Y | Y | Y | Y | Y |
| If XML schema validation contains errors, the entire import fails? (Y/N) | Y | Y | Y | Y | Y | Y | Y | Y | Y |
| If XML data validation contains errors, the entire import fails? (Y/N) | Y | Y | Y | Y | Y | Y | Y | Y | Y |
Bank Account Entity
Review the following table for the required content for importing entity values that are assigned to a bank account.
View sample.
Select Copy to copy the sample to the clipboard.
Note: Use the FireFox web browser when selecting Copy to ensure that the tab spaces in the code are copied correctly. With other web browsers, the tab spaces are copied as non-breaking spaces, which can cause the code to fail.
Bank Account Entity Master Security Sample
<BssiEntityBankAccount>
<BssiEntityBankAccount>
<BssiBankAccount>CHECKING</BssiBankAccount>
<BssiEntityId>1000</BssiEntityId>
</BssiEntityBankAccount>
<BssiEntityBankAccount>
<BssiBankAccount>SAVINGS</BssiBankAccount>
<BssiEntityId>2000</BssiEntityId>
</BssiEntityBankAccount>
</BssiEntityBankAccount>| Field | Description |
| BssiEntityBankAccount | Bank account number or name. |
| BssiEntityId | Entity for the bank account. |
Customer Entity
Review the following table for the required content for importing entity values that are assigned to a customer record.
View sample.
Select Copy to copy the sample to the clipboard.
Note: Use the FireFox web browser when selecting Copy to ensure that the tab spaces in the code are copied correctly. With other web browsers, the tab spaces are copied as non-breaking spaces, which can cause the code to fail.
Customer Entity Master Security Sample
<BssiEntityCustomer>
<BssiEntityCustomer>
<BssiCustomer>10000</BssiCustomer>
<BssiEntityId>1000</BssiEntityId>
</BssiEntityCustomer>
<BssiEntityCustomer>
<BssiCustomer>20000</BssiCustomer>
<BssiEntityId>2000</BssiEntityId>
</BssiEntityCustomer>
</BssiEntityCustomer>| Field | Description |
| BssiCustomer | Customer number. |
| BssiEntityId | Entity for the customer record. |
Fixed Asset
Review the following table for the required content for importing entity values that are assigned to a fixed asset record.
View sample.
Select Copy to copy the sample to the clipboard.
Note: Use the FireFox web browser when selecting Copy to ensure that the tab spaces in the code are copied correctly. With other web browsers, the tab spaces are copied as non-breaking spaces, which can cause the code to fail.
Fixed Asset Entity Master Security Sample
<BssiEntityFixedAsset>
<BssiEntityFixedAsset>
<BssiFixedAsset>FA000100</BssiFixedAsset>
<BssiEntityId>100</BssiEntityId>
</BssiEntityFixedAsset>
<BssiEntityFixedAsset>
<BssiFixedAsset>FA000100</BssiFixedAsset>
<BssiEntityId>200</BssiEntityId>
</BssiEntityFixedAsset>
</BssiEntityFixedAsset>| Field | Description |
| BssiFixedAsset | Fixed asset number. |
| BssiEntityId | Entity for the item record. |
Item Entity
Review the following table for the required content for importing entity values that are assigned to an item record.
View sample.
Select Copy to copy the sample to the clipboard.
Note: Use the FireFox web browser when selecting Copy to ensure that the tab spaces in the code are copied correctly. With other web browsers, the tab spaces are copied as non-breaking spaces, which can cause the code to fail.
Item Entity Master Security Sample
<BssiEntityItem>
<BssiEntityItem>
<BssiItem>1896-S</BssiItem>
<BssiEntityId>1000</BssiEntityId>
</BssiEntityItem>
<BssiEntityItem>
<BssiItem>1900-S</BssiItem>
<BssiEntityId>2000</BssiEntityId>
</BssiEntityItem>
<BssiEntityItem>
<BssiItem>1906-S</BssiItem>
<BssiEntityId>2000</BssiEntityId>
</BssiEntityItem>
</BssiEntityItem>| Field | Description |
| BssiItem | Item number. |
| BssiEntityId | Entity for the item record. |
Location Entity
Review the following table for the required content for importing entity values that are assigned to a location.
View sample.
Select Copy to copy the sample to the clipboard.
Note: Use the FireFox web browser when selecting Copy to ensure that the tab spaces in the code are copied correctly. With other web browsers, the tab spaces are copied as non-breaking spaces, which can cause the code to fail.
Location Entity Master Security Sample
<BssiEntityLocation>
<BssiEntityLocation>
<BssiLocation>EAST</BssiLocation>
<BssiEntityId>1000</BssiEntityId>
</BssiEntityLocation>
<BssiEntityLocation>
<BssiLocation>MAIN</BssiLocation>
<BssiEntityId>2000</BssiEntityId>
</BssiEntityLocation>
<BssiEntityLocation>
<BssiLocation>WEST</BssiLocation>
<BssiEntityId>2000</BssiEntityId>
</BssiEntityLocation>
</BssiEntityLocation>| Field | Description |
| BssiLocation | Location identifier. |
| BssiEntityId | Entity for the location record. |
Vendor Entity
Review the following table for the required content for importing entity values that are assigned to a vendor record.
View sample.
Select Copy to copy the sample to the clipboard.
Note: Use the FireFox web browser when selecting Copy to ensure that the tab spaces in the code are copied correctly. With other web browsers, the tab spaces are copied as non-breaking spaces, which can cause the code to fail.
Vendor Entity Master Security Sample
<BssiEntityVendor>
<BssiEntityVendor>
<BssiVendor>10000</BssiVendor>
<BssiEntityId>1000</BssiEntityId>
</BssiEntityVendor>
<BssiEntityVendor>
<BssiVendor>20000</BssiVendor>
<BssiEntityId>2000</BssiEntityId>
</BssiEntityVendor>
</BssiEntityVendor>| Field | Description |
| BssiVendor | Vendor number. |
| BssiEntityId | Entity for the vendor record |
Project Entity
Review the following table for the required content for importing entity values that are assigned to a Project record.
View sample.
Select Copy to copy the sample to the clipboard.
Note: Use the FireFox web browser when selecting Copy to ensure that the tab spaces in the code are copied correctly. With other web browsers, the tab spaces are copied as non-breaking spaces, which can cause the code to fail.
<BssiEntityJob>
<BssiEntityJob>
<BssiJob>JOB00010</BssiJob>
<BssiEntityId>ADM</BssiEntityId>
</BssiEntityJob>
<BssiEntityJob>
<BssiJob>JOB00020</BssiJob>
<BssiEntityId>PROD</BssiEntityId>
</BssiEntityJob>
<BssiEntityJob>
<BssiJob>JOB00030</BssiJob>
<BssiEntityId>PROD</BssiEntityId>
</BssiEntityJob>
</BssiEntityJob>| Field | Description |
| BssiJob | Project number. |
| BssiEntityId | Entity for the item record. |
Resource Entity
Review the following table for the required content for importing entity values that are assigned to a resource record.
View sample.
Select Copy to copy the sample to the clipboard.
Note: Use the FireFox web browser when selecting Copy to ensure that the tab spaces in the code are copied correctly. With other web browsers, the tab spaces are copied as non-breaking spaces, which can cause the code to fail.
<BssiEntityResource>
<BssiEntityResource>
<BssiResource>LINDA</BssiResource>
<BssiEntityId>ADM</BssiEntityId>
</BssiEntityResource>
<BssiEntityResource>
<BssiResource>MARK</BssiResource>
<BssiEntityId>PROD</BssiEntityId>
</BssiEntityResource>
<BssiEntityResource>
<BssiResource>MARK</BssiResource>
<BssiEntityId>SALES</BssiEntityId>
</BssiEntityResource>
</BssiEntityResource>| Field | Description |
| BssiResource | Resource. |
| BssiEntityId | Entity for the item record. |
Service Item Entity
Review the following table for the required content for importing entity values that are assigned to a service item record.
This entity is available for users with a Multi-Entity Management Premium license.
View sample.
Select Copy to copy the sample to the clipboard.
Note: Use the FireFox web browser when selecting Copy to ensure that the tab spaces in the code are copied correctly. With other web browsers, the tab spaces are copied as non-breaking spaces, which can cause the code to fail.
<BssiEntityServiceItem>
<BssiEntityServiceItem>
<BssiServiceItem>S01</BssiServiceItem>
<BssiEntityId>ADM</BssiEntityId>
</BssiEntityServiceItem>
<BssiEntityServiceItem>
<BssiServiceItem>S02</BssiServiceItem>
<BssiEntityId>PROD</BssiEntityId>
</BssiEntityServiceItem>
<BssiEntityServiceItem>
<BssiServiceItem>S02</BssiServiceItem>
<BssiEntityId>ADM</BssiEntityId>
</BssiEntityServiceItem>
</BssiEntityServiceItem>| Field | Description |
| BssiServiceItem | Service Item number. |
| BssiEntityId | Entity for the item record. |
Payment Method Entity
Review the following table for the required content for importing entity values that are assigned to a payment method codes.
View sample.
Select Copy to copy the sample to the clipboard.
Note: Use the FireFox web browser when selecting Copy to ensure that the tab spaces in the code are copied correctly. With other web browsers, the tab spaces are copied as non-breaking spaces, which can cause the code to fail.
<BssiEntityPaymentMethod>
<BssiEntityPaymentMethod>
<BssiPaymentMethod>ACCOUNT</BssiPaymentMethod>
<BssiEntityId>ADM</BssiEntityId>
</BssiEntityPaymentMethod>
<BssiEntityPaymentMethod>
<BssiPaymentMethod>BANK</BssiPaymentMethod>
<BssiEntityId>PROD</BssiEntityId>
</BssiEntityPaymentMethod>
<BssiEntityPaymentMethod>
<BssiPaymentMethod>CASH</BssiPaymentMethod>
<BssiEntityId>ADM</BssiEntityId>
</BssiEntityPaymentMethod>
</BssiEntityPaymentMethod>| Field | Description |
| BssiPaymentMethod | Payment method code. |
| BssiEntityId | Entity for the payment method. |