XLS or XLSX file structure definition

The DIINTERFACE table can be populated from a XLS or XLSX file. To use this resource, you must have a file with XLS or XLSX extension and whose header contains all the fields found in the DIINTERFACE table on the first row.

The image below shows an example of a file with the required format:

danger

Important!

To use an XLS orXLSX file to populate the DIINTERFACE table, it is essential that its header contain all the fields of the table, regardless of whether they are used or not. In other words, all existing fields must be present in the file header.

This way, it is guaranteed that the data import will be carried out correctly and without errors.

Import and export features

See below the possible resources to be selected within the import function:

	Import data (Import spreadsheet)	Button used to import the spreadsheet into the system.
	Import template (Expose import template spreadsheet).	Button used to download the import template.
	Export data (Export spreadsheet)	Button used to export the spreadsheet to the computer.

Download spreadsheet template

Instead of filling in all the columns in the DIINTERFACE table manually, the system allows you to download a ready-made model with these columns already populated, and you will just need to add the necessary information in the body of each column used. To download the spreadsheet template, go to the tracking screen, in Configuration -> Tool -> Import -> Tracking (CM015).

Within this screen, you can use the ** button (Import template)** to download the template.

Importing files into the system

There are three different ways to import data into the system through the previously described spreadsheet template.

These three approaches are described below:

1. Upload via SoftExpert Suite

To upload a file, navigate to the tracking screen (Configuration -> Tool -> Import -> Tracking (CM015)). Within this screen, use the Import spreadsheet button to upload the file into the system. Then, a screen will open for the data import process to be carried out. Drag the spreadsheet file onto the displayed screen, or select it using the Select button. If the file to be imported is correct, the following message will be displayed:"Excel file validated successfully". After adding the file to the screen, use the Import button to complete the data import.

2. Insertion via directory (for on-premise customers)

To add the spreadsheet file via directory insertion, first of all, the file must contain the word seimport in its name.

Structure	Example
<seimport>	seimport.xlsx
<name> + <seimport>	example.seimport.xlsx
<seimport> + <name>	seimport.example.xlsx
<name> + <seimport> + <name>	example.seimport.example.xlsx

The desired file must also be inside the import:se_suite_home\web\import directory

caution

Important!

The term se_suite_home indicates the directory where SoftExpert Suite is installed.

If you are using the multidatabase feature, the file name must contain the domain present in the database_config file, followed by the _seimport suffix. In the table below, there are examples for setting names using the “www.softexpert.com” domain as an example.

Structure	Example
<domain> + <seimport>	www.softexpert.com_seimport.xlsx
<domain> + <seimport> + <name>	www.softexpert.com_seimport.example.xlsx
<name> + <domain> + <seimport>	example.www.softexpert.com_seimport.xlsx
<name> + <domain> + <seimport> + <name>	example.www.softexpert_seimport.example.xlsx

info

For customers that use SoftExpert Hosting and want to use the data interface to import electronic files into SoftExpert Suite, we recommend contacting our sales team to request information about our SFTP (Secure File Transfer Protocol) service. With the purchase of this service, they will be able to use this secure means to transfer electronic files to the DIINTERFACE table, following the previously described template.

Our SFTP service offers high file transfer security, ensuring that your data is protected during the process. Furthermore, our technical team is always available to assist you with the configuration and use of the service.

3. XLS or XLSX file upload via REST API

To use this API to upload data to the DIINTERFACE table, you must send a POST-type HTTP request to the https://my-domain/apigateway/se/dataintegration/importjob/upload.php endpoint, including the spreadsheet (in the format described in the previous topics) as a parameter of the form-data form. The name of the parameter that must be used to send the file is "userfile".

It is important to highlight that the endpoint in question follows the SoftExpert Suite API gateway security rules, which are described in the Integration via SOAP web services - Technical Overview section. Thus, the authentication layer of this endpoint will comply with these rules, ensuring that only authorized users can perform this operation.

To illustrate how to send a request using the Postman application, the images below provide a practical example. It is worth remembering that other HTTP client tools can also be used to perform this operation.