Last updated: March 7th, 2024

Importing Folders in Sage X3: Process and Troubleshooting Errors

Sage X3 is a powerful enterprise resource planning (ERP) software that helps businesses manage their operations efficiently. One of the key features of Sage X3 is the ability to import and export data using folders. However, sometimes users may encounter errors while importing folders in Sage X3. In this article, we will discuss the process of importing folders in Sage X3 and how to troubleshoot common errors that may occur during the process.

Understanding the Import/Export Process in Sage X3

The import/export process in Sage X3 involves several steps. Here's a breakdown of the basic steps involved:

Step 1: Determining the Location of the File

The first step in the import/export process is to determine the location of the file you want to import. Data files for import purposes must be located on the application server for Sage X3. You can do this by manually running the 66 or uploading the file to the designated storage location or areas.

Step 2: Selecting an Object

In this step, you need to determine the object to be used in the template. You can use a default template if it suits your needs. If not, you can create a custom template that matches one of your existing records.

Step 3: Defining Your Templates

If you are creating your own templates, ensure that they match one of your existing records. You need to determine the fields that you want to export for each of the objects.

Step 4: Setting Up Data for Transcribing (Optional)

If needed, you can set up data for transcribing. The transcribing function helps create a correspondence between internal and external data values.

Step 5: Importing and Exporting the Data or Folder

In this final step, you need to import your files and folders into Sage X3. Once the import process is complete, you can verify that the data has been imported correctly.

Troubleshooting Errors While Importing Folders in Sage X3

Despite following the proper steps, users may still encounter errors while importing folders in Sage X3. Here are some troubleshooting methods that you can use to resolve these errors:

Method 1: Running the Script on SQL Management Studio/Console

If you encounter an error while importing folders in Sage X3, the first step is to run the _adxfolderseq.sql script on SQL Management Studio or console. This will allow you to check and view the specific error that you are facing.

Method 2: Updating Sage X3 Configuration Console Settings

Updating the Sage X3 configuration console settings can also help in resolving import errors. To update the console settings, follow these steps:

1. Refresh the configuration screen of your Sage X3 web server in the console.
2. The console will automatically detect the updates.
3. Click the Configure button to complete the update.
4. Restart the importing folder process.

Method 3: Updating Parameters from the ADOVAL Table

If you are facing a folder validation error, it may be due to incorrect values in the ADOVAL table. To resolve this, try updating the parameters from the ADOVAL table.

Frequently Asked Questions (FAQs)

1. What should I do if I face an error while using the remote import function?

This error typically occurs when you are trying to import a folder in Sage X3 from a solution installed on a Unix server, and the 'tar' and 'gzip' utilities are not installed or available in the path. To resolve this error, ensure that these utilities are properly installed and accessible.

2. What can I do if the imported folder is not appearing in the solution folder tab?

This issue arises when the Sage X3 configuration console is unable to complete the creation of the folder record. To troubleshoot this, consult the log file to understand what happened during the folder record creation process. You can then either save the record of your imported folder from the parent folder or revalidate the imported folder from the parent folder.

3. How can I troubleshoot the error "AINSTCONS: the process does not exist in the archive" during the import process?

If you encounter this error at the end of the import process when the console logs connect to the application via the root folder for initializing the new folder, you will need to update your application by applying the available patches and restart the import process.

4. Can you explain the steps to connect to the Sage database?

To connect to the Sage database, follow these steps:

1. Open Sage 50 on your system.
2. Open the company file.
3. Click on Maintain > Users.
4. In the setup security window, select the login credentials and click on Change under the "Access from outside Sage 50" section.
5. Enter your credentials and press Enter.

Conclusion

Importing folders in Sage X3 is a crucial process that allows businesses to manage their data effectively. By understanding the import/export process and knowing how to troubleshoot common errors, users can ensure a smooth and efficient workflow. If you encounter any issues during the import process, refer to the troubleshooting methods and FAQs discussed in this article. If the problem persists, it is recommended to seek assistance from Sage support or a qualified Sage consultant.