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Data Automator

Data Automator Frequently Asked Questions

FAQs

Which operating systems are supported by Data Automator?

  • Windows Vista SP1 or later
  • Windows 7 ,8 & 10
  • Windows Server 2008 or higher
  • Microsoft SQL Server 2008 R2 or Higher

What else do I need to get Data Automator up and running?

  • Microsoft .NET Framework 4.5.1 or later
  • Microsoft SQL Server 2008 or later + login details
  • Valid Data Automator license file
  • Rights to install software
  • Access to https://integrator.plussoftware.com.au/
  • Sybiz Vision 14.51 & higher installed and operational

What will Data Automator do for me as a Sybiz Vision Customer?

Data Automator allows you to automatically import and export different types of transactions and data out of and into Sybiz Vision automatically. It allows you to integrate different systems to Sybiz Vision without having to have custom development to do so. This reduces the cost of the solution, saves errors and saves large amount of data entry time.

What file formats does Data Automator work in?

Data Automator can use both XML and CSV formats for loading data and integrating different systems.

What type of data can you import or integrate from other systems?

Currently you can import / integrate the following:

  • Sales Order, Sales Delivery, Sales Invoice
  • Purchase Order, Purchase Delivery, Purchase Invoice
  • Job Estimates, Job Estimate Templates, Job Journals
  • Manufacture Issues, Manufacture Returns Time-sheets, Assembly
  • Customers, Suppliers & Projects

If you require something not on the list please let us know.

What type of data can you export or integrate to other systems?

Currently you can export / integrate the following:

  • Products, Product Qty, Product Qty by location
  • Customers, Suppliers & Purchase Orders

If you require something not on the list please let us know.

What happens if I import / integrate a file 'like a customer record' via Data Automator that already exists in Sybiz Vision?

In some of the transactions Data Automator (DA) checks to see whether there is a record or not.

If there is a record DA modifies it rather than a new one. The customer transaction has this function, for example and DA will try and modify the data if it finds one with the same code. A duplicate record will not be created.

We have only added this feature to the transaction types that need it, thus far. As it takes considerable time to add the modify feature, we do this on a case by case example when required.

Can i schedule imports and exports as well running them individually?

Yes you can schedule Imports and Exports as recurring tasks or run them individually. If you have more than one import or export setup, they will all execute automatically based on the order in which they are setup.

Can you create a SQL script to automate the XML file from an external application into the pre-determined folder, for Data Automator to then import into Vision. Does Plus Software have any example scripts for Partners and customers?

Yes – please enquire at support@plussoftsolutions.com

When vendors update their software, how does Data Automator manage those upgrades?

We provide a download link on our website for each new version of Data Automator. Partners need to update Data Automator when they update to a newer version of Sybiz Vision or if they require a new feature from the vendor’s update.

How do I know that Data Automator is working in the background?

Data Automator provides a daily error report and this option can be activated by the Partner or Customer.

How much does the Data Automator API cost?

The Data Automator API Service from Plus Software is free.

However, in the case where a site makes “excessive calls” on the Data Automator API, this may increase our costs or slow down the API service for other Customers.

In that case, Plus Software reserves the right to increase the monthly Data Automator cost by an additional $100 per month.

We will notify you before increasing any subscription, naturally.

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