Configuring CData Sync for Purchase-to-Pay

Introduction

Next to the Upload data option to load data for a Purchase-to-Pay process app, you can also use CData Sync to load data from files. This page describes how to use CData Sync to set up a source connection to load data from files into a Process Mining Purchase-to-Pay process app.

In general, when you want to use CData Sync to load data from files, you should follow the steps as described in Loading data using CData Sync to set up data loading using CData Sync.

Since specific settings are required when loading data from files into Purchase-to-Pay, pay attention to the steps described below.

Purchase-to-Pay specific steps when configuring CData Sync

Setting up the source connection

Select CSV as the source system to which you want to create a connection from the list, and make sure to define the settings as described in Loading Data Using CData Sync - Create a Source Connection.

Table replication

Once the job is correctly setup, create a Custom Query paste the following queries (each query needs to maintain the semicolon at the end). Make sure you save all changes. See Loading Data Using CData Sync- Create a Job.

For Purchase-to-Pay use the following query:

REPLICATE [Accounting_documents_base_raw] SELECT * FROM [Accounting_documents_base];
REPLICATE [Events_base_raw] SELECT * FROM [Events_base];
REPLICATE [Goods_receipt_base_raw] SELECT * FROM [Goods_receipt_base]; 
REPLICATE [Invoice_items_base_raw] SELECT * FROM [Invoice_items_base];
REPLICATE [Invoices_base_raw] SELECT * FROM [Invoices_base];
REPLICATE [Payments_base_raw] SELECT * FROM [Payments_base];
REPLICATE [Purchase_order_items_base_raw] SELECT * FROM [Purchase_order_items_base];
REPLICATE [Purchase_orders_base_raw] SELECT * FROM [Purchase_orders_base];
REPLICATE [Purchase_requisitions_base_raw] SELECT * FROM [Purchase_requisitions_base]