Configuring rules to import an exchange file

This function is used if the user is registering information in a third-party application that the user wishes to import in Winner Bizz. To configure a rule to import an exchange file the user must define which file should be imported into Winner Bizz. After the import, the file is automatically deleted from the disk.

• Go to Global settings > Workflow settings.
• The Workflow settings dialog appears. From this list users can create, edit or delete rules used to communicate with third-party applications.
• In the User actions section choose the step that will define when the user wishes to import the exchange file
• Click on Add new.
• The Communication rule dialog appears.

From this dialog users can choose which exchange file should be imported into Winner Bizz as well as when and where.

1. Name:
   Give a name for the new step.
   
   
2. Type:
   Select the type of export; Email, FTP or transfer file to local folder.
   
   
3. Type:
   Select the action type Import an exchange file as JSON or Import an exchange file as XML. A file will be imported from a specified path.
   
   
4. When:
   Select the step in the Winner Bizz process when the exchange file should be imported. For the moment it is only possible to import customers, customer invoice payments, supplier invoices and storage items.
   
   
5. Exchange file:
   This file must have the same structure as the exchange file exported by Winner Bizz.
   
   
6. File name:
   Enter the name of the exchange file. Users must also specify the file extension in the name. Users can also replace the file name by a .extension and in this case all files from the specified folder having the specified extension will be imported. Users can add dynamic parameters with the + icon.
   
   
7. Transfer profile:
   Enter the transfer profile for the report export. Users can create their own by clicking the … icon.

When the communication rule is defined, click Save to register the new rule.