What should I be aware of?

In most cases, information to be imported will need processing by an import filter to make it acceptable. Typically, one CSV record will create several  Match-ITrecords. The complete process of extracting information from one system, translating it, and importing it can be quite involved. There is plenty of scope to make a mistake!

If you discover this after importing thousands of records you might find it difficult to isolate and remove the erroneous records. To minimise this possibility we recommend that you try the process on just a few records first. Even safer, try it on a non live data set first, e.g. your training data.

Also, any omitted fields in the import records are automatically filled with whatever the current system default is set to. So, for example, if a material location is omitted then the default location will be assumed (normally ‘Stock Room’).