Bulk loading historic data

ERPNext Buying
1
Hello all, I'm new to erpnext.

I have a lot of historic data, in the form of Items, PO's, Sales Orders, GDN's and GRN's that I want to import into a new erpnext system.

I know that some data objects (Item, Customer, Supplier) have the "Import" feature, from which I can upload CSV. 
What about importing Purchase Orders, Sales Order, GDNs, GRNs? The "Import" feature doesn't appear for those objects.
Is the Web Service API (http://erpnext.org/docs.dev.api.html) useful for this type of bulk loading? 
Has anyone loaded data directly to MySQL tables? I'm always wary of this approach, as it bypasses all the business rules that application is expected to enforce.

Are there other useful methods that I should be aware of?


Thanks!
-Jev

–

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2
Jev,

You can import masters and transactions in ERPNext via Import Data Tool. Check following link to learn more.

http://erpnext.org/docs.user.setup.data_import.html

Hope this helps.


On Mon, Nov 18, 2013 at 5:07 AM, Jev Björsell <eb...@gmail.com> wrote:
Hello all, I'm new to erpnext.

I have a lot of historic data, in the form of Items, PO's, Sales Orders, GDN's and GRN's that I want to import into a new erpnext system.

I know that some data objects (Item, Customer, Supplier) have the "Import" feature, from which I can upload CSV.
What about importing Purchase Orders, Sales Order, GDNs, GRNs? The "Import" feature doesn't appear for those objects.
Is the Web Service API (http://erpnext.org/docs.dev.api.html) useful for this type of bulk loading?
Has anyone loaded data directly to MySQL tables? I'm always wary of this approach, as it bypasses all the business rules that application is expected to enforce.

Are there other useful methods that I should be aware of?


Thanks!
-Jev

–

Note:



If you are posting an issue,

  1. We should be able to replicate it at our end. So please give us as much information as you can. Please see it from the point of view of the person receiving the communication.
  2. Paste your code at http://pastebin.com or http://gist.github.com and send only the URL via email
  3. For sending images, use http://imgur.com or other similar services. Do not send images as attachments. Links are good. Same goes for any file you are going to send.



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--
Thanks and Regards,
Umair Sayyed
www.erpnext.com

–

Note:

 

If you are posting an issue,

  1. We should be able to replicate it at our end. So please give us as much information as you can. Please see it from the point of view of the person receiving the communication.
  2. Paste your code at http://pastebin.com or http://gist.github.com and send only the URL via email
  3. For sending images, use http://imgur.com or other similar services. Do not send images as attachments. Links are good. Same goes for any file you are going to send.

     

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3
Hi Umair,

As far as I can tell, it is not possible to load sales orders this way. Am I wrong?

-Jev

On Sunday, November 17, 2013 11:18:28 PM UTC-8, Umair Sayyed wrote:
Jev,

You can import masters and transactions in ERPNext via Import Data Tool. Check following link to learn more.

http://erpnext.org/docs.user.setup.data_import.html

Hope this helps.


On Mon, Nov 18, 2013 at 5:07 AM, Jev Björsell <eb...@gmail.com> wrote:
Hello all, I'm new to erpnext.

I have a lot of historic data, in the form of Items, PO's, Sales Orders, GDN's and GRN's that I want to import into a new erpnext system.

I know that some data objects (Item, Customer, Supplier) have the "Import" feature, from which I can upload CSV. 
What about importing Purchase Orders, Sales Order, GDNs, GRNs? The "Import" feature doesn't appear for those objects.
Is the Web Service API (http://erpnext.org/docs.dev.api.html) useful for this type of bulk loading? 
Has anyone loaded data directly to MySQL tables? I'm always wary of this approach, as it bypasses all the business rules that application is expected to enforce.

Are there other useful methods that I should be aware of?


Thanks!
-Jev

–

Note:

 

If you are posting an issue,

  1. We should be able to replicate it at our end. So please give us as much information as you can. Please see it from the point of view of the person receiving the communication.
  2. Paste your code at http://pastebin.com or http://gist.github.com and send only the URL via email
  3. For sending images, use http://imgur.com or other similar services. Do not send images as attachments. Links are good. Same goes for any file you are going to send.

     

    End of Note

    —

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--
Thanks and Regards,
Umair Sayyed
www.erpnext.com

–

Note:

 

If you are posting an issue,

  1. We should be able to replicate it at our end. So please give us as much information as you can. Please see it from the point of view of the person receiving the communication.
  2. Paste your code at http://pastebin.com or http://gist.github.com and send only the URL via email
  3. For sending images, use http://imgur.com or other similar services. Do not send images as attachments. Links are good. Same goes for any file you are going to send.

     

    End of Note

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4
Jev,

It is possible to use the Data Import Tool.

Easier way is to use the API

https://github.com/webnotes/wn-client

- Rushabh

On Saturday, November 23, 2013 4:58:11 AM UTC+5:30, Jev Björsell wrote:
Hi Umair,

As far as I can tell, it is not possible to load sales orders this way. Am I wrong?

-Jev

On Sunday, November 17, 2013 11:18:28 PM UTC-8, Umair Sayyed wrote:
Jev,

You can import masters and transactions in ERPNext via Import Data Tool. Check following link to learn more.

http://erpnext.org/docs.user.setup.data_import.html

Hope this helps.


On Mon, Nov 18, 2013 at 5:07 AM, Jev Björsell <eb...@gmail.com> wrote:
Hello all, I'm new to erpnext.

I have a lot of historic data, in the form of Items, PO's, Sales Orders, GDN's and GRN's that I want to import into a new erpnext system.

I know that some data objects (Item, Customer, Supplier) have the "Import" feature, from which I can upload CSV. 
What about importing Purchase Orders, Sales Order, GDNs, GRNs? The "Import" feature doesn't appear for those objects.
Is the Web Service API (http://erpnext.org/docs.dev.api.html) useful for this type of bulk loading? 
Has anyone loaded data directly to MySQL tables? I'm always wary of this approach, as it bypasses all the business rules that application is expected to enforce.

Are there other useful methods that I should be aware of?


Thanks!
-Jev

–

Note:

 

If you are posting an issue,

  1. We should be able to replicate it at our end. So please give us as much information as you can. Please see it from the point of view of the person receiving the communication.
  2. Paste your code at http://pastebin.com or http://gist.github.com and send only the URL via email
  3. For sending images, use http://imgur.com or other similar services. Do not send images as attachments. Links are good. Same goes for any file you are going to send.

     

    End of Note

    —

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--
Thanks and Regards,
Umair Sayyed
www.erpnext.com

–

Note:

 

If you are posting an issue,

  1. We should be able to replicate it at our end. So please give us as much information as you can. Please see it from the point of view of the person receiving the communication.
  2. Paste your code at http://pastebin.com or http://gist.github.com and send only the URL via email
  3. For sending images, use http://imgur.com or other similar services. Do not send images as attachments. Links are good. Same goes for any file you are going to send.

     

    End of Note

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5
I wanted to learn more about the new features of Data Import Tool, but the URL


Is broken.

On Saturday, November 23, 2013 3:31:49 PM UTC+8, rushabh wrote:
Jev,

It is possible to use the Data Import Tool.

Easier way is to use the API

https://github.com/webnotes/wn-client

- Rushabh

On Saturday, November 23, 2013 4:58:11 AM UTC+5:30, Jev Björsell wrote:
Hi Umair,

As far as I can tell, it is not possible to load sales orders this way. Am I wrong?

-Jev

On Sunday, November 17, 2013 11:18:28 PM UTC-8, Umair Sayyed wrote:
Jev,

You can import masters and transactions in ERPNext via Import Data Tool. Check following link to learn more.

http://erpnext.org/docs.user.setup.data_import.html

Hope this helps.


On Mon, Nov 18, 2013 at 5:07 AM, Jev Björsell <eb...@gmail.com> wrote:
Hello all, I'm new to erpnext.

I have a lot of historic data, in the form of Items, PO's, Sales Orders, GDN's and GRN's that I want to import into a new erpnext system.

I know that some data objects (Item, Customer, Supplier) have the "Import" feature, from which I can upload CSV. 
What about importing Purchase Orders, Sales Order, GDNs, GRNs? The "Import" feature doesn't appear for those objects.
Is the Web Service API (http://erpnext.org/docs.dev.api.html) useful for this type of bulk loading? 
Has anyone loaded data directly to MySQL tables? I'm always wary of this approach, as it bypasses all the business rules that application is expected to enforce.

Are there other useful methods that I should be aware of?


Thanks!
-Jev

–

Note:

 

If you are posting an issue,

  1. We should be able to replicate it at our end. So please give us as much information as you can. Please see it from the point of view of the person receiving the communication.
  2. Paste your code at http://pastebin.com or http://gist.github.com and send only the URL via email
  3. For sending images, use http://imgur.com or other similar services. Do not send images as attachments. Links are good. Same goes for any file you are going to send.

     

    End of Note

    —

    You received this message because you are subscribed to the Google Groups “ERPNext Developer Forum” group.

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--
Thanks and Regards,
Umair Sayyed
www.erpnext.com

–

Note:

 

If you are posting an issue,

  1. We should be able to replicate it at our end. So please give us as much information as you can. Please see it from the point of view of the person receiving the communication.
  2. Paste your code at http://pastebin.com or http://gist.github.com and send only the URL via email
  3. For sending images, use http://imgur.com or other similar services. Do not send images as attachments. Links are good. Same goes for any file you are going to send.

     

    End of Note

    —

    You received this message because you are subscribed to the Google Groups "ERPNext Developer Forum" group.

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6
Hi Laurence,

We are in the process of updating the documentation site. We are now using erpnext's website module to host/edit erpnext.org.


Best,
Anand.


On Wed, Nov 27, 2013 at 8:41 PM, lxnow <la…@union.ph> wrote:

I wanted to learn more about the new features of Data Import Tool, but the URL


Is broken.

On Saturday, November 23, 2013 3:31:49 PM UTC+8, rushabh wrote:

Jev,

It is possible to use the Data Import Tool.

Easier way is to use the API

https://github.com/webnotes/wn-client

- Rushabh


On Saturday, November 23, 2013 4:58:11 AM UTC+5:30, Jev Björsell wrote:

Hi Umair,

As far as I can tell, it is not possible to load sales orders this way. Am I wrong?

-Jev

On Sunday, November 17, 2013 11:18:28 PM UTC-8, Umair Sayyed wrote:
Jev,

You can import masters and transactions in ERPNext via Import Data Tool. Check following link to learn more.

http://erpnext.org/docs.user.setup.data_import.html


Hope this helps.



On Mon, Nov 18, 2013 at 5:07 AM, Jev Björsell <eb…@gmail.com> wrote:

Hello all, I'm new to erpnext.

I have a lot of historic data, in the form of Items, PO's, Sales Orders, GDN's and GRN's that I want to import into a new erpnext system.

I know that some data objects (Item, Customer, Supplier) have the "Import" feature, from which I can upload CSV.
What about importing Purchase Orders, Sales Order, GDNs, GRNs? The "Import" feature doesn't appear for those objects.
Is the Web Service API (http://erpnext.org/docs.dev.api.html) useful for this type of bulk loading?
Has anyone loaded data directly to MySQL tables? I'm always wary of this approach, as it bypasses all the business rules that application is expected to enforce.

Are there other useful methods that I should be aware of?


Thanks!
-Jev

–

Note:



If you are posting an issue,

  1. We should be able to replicate it at our end. So please give us as much information as you can. Please see it from the point of view of the person receiving the communication.

  2. Paste your code at http://pastebin.com or http://gist.github.com and send only the URL via email

  3. For sending images, use http://imgur.com or other similar services. Do not send images as attachments. Links are good. Same goes for any file you are going to send.


End of Note
---
You received this message because you are subscribed to the Google Groups "ERPNext Developer Forum" group.
To unsubscribe from this group and stop receiving emails from it, send an email to erpnext-developer-forum+un...@googlegroups.com.

For more options, visit https://groups.google.com/groups/opt_out.




--
Thanks and Regards,

Umair Sayyed
www.erpnext.com

–

Note:



If you are posting an issue,

  1. We should be able to replicate it at our end. So please give us as much information as you can. Please see it from the point of view of the person receiving the communication.
  2. Paste your code at http://pastebin.com or http://gist.github.com and send only the URL via email
  3. For sending images, use http://imgur.com or other similar services. Do not send images as attachments. Links are good. Same goes for any file you are going to send.



    End of Note

    —

    You received this message because you are subscribed to the Google Groups "ERPNext Developer Forum" group.

    To unsubscribe from this group and stop receiving emails from it, send an email to erpnext-developer-forum+un…@googlegroups.com.

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–

Note:

 

If you are posting an issue,

  1. We should be able to replicate it at our end. So please give us as much information as you can. Please see it from the point of view of the person receiving the communication.
  2. Paste your code at http://pastebin.com or http://gist.github.com and send only the URL via email
  3. For sending images, use http://imgur.com or other similar services. Do not send images as attachments. Links are good. Same goes for any file you are going to send.

     

    End of Note

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7
Thanks Anand. IF the documentation is still accurate, then there should still be an over-write checkbox in the Data Import page.  Our account with the latest UI doesn't have one, or at least I cannot find it. I submitted a ticket (sorry for redundancy).

On Thursday, November 28, 2013 1:20:44 AM UTC+8, Anand Doshi wrote:
Hi Laurence,

We are in the process of updating the documentation site. We are now using erpnext's website module to host/edit erpnext.org.


Best,
Anand.


On Wed, Nov 27, 2013 at 8:41 PM, lxnow <la…@union.ph> wrote:

I wanted to learn more about the new features of Data Import Tool, but the URL


Is broken.

On Saturday, November 23, 2013 3:31:49 PM UTC+8, rushabh wrote:

Jev,

It is possible to use the Data Import Tool.

Easier way is to use the API

https://github.com/webnotes/wn-client

- Rushabh


On Saturday, November 23, 2013 4:58:11 AM UTC+5:30, Jev Björsell wrote:

Hi Umair,

As far as I can tell, it is not possible to load sales orders this way. Am I wrong?

-Jev

On Sunday, November 17, 2013 11:18:28 PM UTC-8, Umair Sayyed wrote:
Jev,

You can import masters and transactions in ERPNext via Import Data Tool. Check following link to learn more.

http://erpnext.org/docs.user.setup.data_import.html


Hope this helps.



On Mon, Nov 18, 2013 at 5:07 AM, Jev Björsell <eb…@gmail.com> wrote:

Hello all, I'm new to erpnext.

I have a lot of historic data, in the form of Items, PO's, Sales Orders, GDN's and GRN's that I want to import into a new erpnext system.

I know that some data objects (Item, Customer, Supplier) have the "Import" feature, from which I can upload CSV. 
What about importing Purchase Orders, Sales Order, GDNs, GRNs? The "Import" feature doesn't appear for those objects.
Is the Web Service API (http://erpnext.org/docs.dev.api.html) useful for this type of bulk loading? 
Has anyone loaded data directly to MySQL tables? I'm always wary of this approach, as it bypasses all the business rules that application is expected to enforce.

Are there other useful methods that I should be aware of?


Thanks!
-Jev

–

Note:

 

If you are posting an issue,

  1. We should be able to replicate it at our end. So please give us as much information as you can. Please see it from the point of view of the person receiving the communication.

  2. Paste your code at http://pastebin.com or http://gist.github.com and send only the URL via email

  3. For sending images, use http://imgur.com or other similar services. Do not send images as attachments. Links are good. Same goes for any file you are going to send.

 

End of Note

—

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--
Thanks and Regards,

Umair Sayyed
www.erpnext.com

–

Note:

 

If you are posting an issue,

  1. We should be able to replicate it at our end. So please give us as much information as you can. Please see it from the point of view of the person receiving the communication.
  2. Paste your code at http://pastebin.com or http://gist.github.com and send only the URL via email
  3. For sending images, use http://imgur.com or other similar services. Do not send images as attachments. Links are good. Same goes for any file you are going to send.

     

    End of Note

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–

Note:

 

If you are posting an issue,

  1. We should be able to replicate it at our end. So please give us as much information as you can. Please see it from the point of view of the person receiving the communication.
  2. Paste your code at http://pastebin.com or http://gist.github.com and send only the URL via email
  3. For sending images, use http://imgur.com or other similar services. Do not send images as attachments. Links are good. Same goes for any file you are going to send.

     

    End of Note

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8
Hi Laurence,

Due to new UI changes, the options section disappeared in data import tool. We have fixed it. Please check.

Best,
Anand.



On Thu, Nov 28, 2013 at 12:40 PM, lxnow <la…@union.ph> wrote:

Thanks Anand. IF the documentation is still accurate, then there should still be an over-write checkbox in the Data Import page. Our account with the latest UI doesn't have one, or at least I cannot find it. I submitted a ticket (sorry for redundancy).


On Thursday, November 28, 2013 1:20:44 AM UTC+8, Anand Doshi wrote:

Hi Laurence,

We are in the process of updating the documentation site. We are now using erpnext's website module to host/edit erpnext.org.


Best,
Anand.


On Wed, Nov 27, 2013 at 8:41 PM, lxnow <la…@union.ph> wrote:

I wanted to learn more about the new features of Data Import Tool, but the URL


Is broken.

On Saturday, November 23, 2013 3:31:49 PM UTC+8, rushabh wrote:

Jev,

It is possible to use the Data Import Tool.

Easier way is to use the API

https://github.com/webnotes/wn-client


- Rushabh


On Saturday, November 23, 2013 4:58:11 AM UTC+5:30, Jev Björsell wrote:

Hi Umair,

As far as I can tell, it is not possible to load sales orders this way. Am I wrong?

-Jev

On Sunday, November 17, 2013 11:18:28 PM UTC-8, Umair Sayyed wrote:
Jev,

You can import masters and transactions in ERPNext via Import Data Tool. Check following link to learn more.

http://erpnext.org/docs.user.setup.data_import.html


Hope this helps.



On Mon, Nov 18, 2013 at 5:07 AM, Jev Björsell <eb…@gmail.com> wrote:

Hello all, I'm new to erpnext.

I have a lot of historic data, in the form of Items, PO's, Sales Orders, GDN's and GRN's that I want to import into a new erpnext system.

I know that some data objects (Item, Customer, Supplier) have the "Import" feature, from which I can upload CSV.
What about importing Purchase Orders, Sales Order, GDNs, GRNs? The "Import" feature doesn't appear for those objects.
Is the Web Service API (http://erpnext.org/docs.dev.api.html) useful for this type of bulk loading?
Has anyone loaded data directly to MySQL tables? I'm always wary of this approach, as it bypasses all the business rules that application is expected to enforce.

Are there other useful methods that I should be aware of?


Thanks!
-Jev

–

Note:



If you are posting an issue,

  1. We should be able to replicate it at our end. So please give us as much information as you can. Please see it from the point of view of the person receiving the communication.

  2. Paste your code at http://pastebin.com or http://gist.github.com and send only the URL via email

  3. For sending images, use http://imgur.com or other similar services. Do not send images as attachments. Links are good. Same goes for any file you are going to send.


End of Note
---
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--
Thanks and Regards,

Umair Sayyed
www.erpnext.com

–

Note:



If you are posting an issue,

  1. We should be able to replicate it at our end. So please give us as much information as you can. Please see it from the point of view of the person receiving the communication.
  2. Paste your code at http://pastebin.com or http://gist.github.com and send only the URL via email
  3. For sending images, use http://imgur.com or other similar services. Do not send images as attachments. Links are good. Same goes for any file you are going to send.



    End of Note

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Note:



If you are posting an issue,

  1. We should be able to replicate it at our end. So please give us as much information as you can. Please see it from the point of view of the person receiving the communication.
  2. Paste your code at http://pastebin.com or http://gist.github.com and send only the URL via email
  3. For sending images, use http://imgur.com or other similar services. Do not send images as attachments. Links are good. Same goes for any file you are going to send.



    End of Note

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–

Note:

 

If you are posting an issue,

  1. We should be able to replicate it at our end. So please give us as much information as you can. Please see it from the point of view of the person receiving the communication.
  2. Paste your code at http://pastebin.com or http://gist.github.com and send only the URL via email
  3. For sending images, use http://imgur.com or other similar services. Do not send images as attachments. Links are good. Same goes for any file you are going to send.

     

    End of Note

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