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For  Flex.bi Private version users  -  Before you import any data make sure the  account parameters settings are correct. Read more about it here -  Settings and parameters for new account.
 If the parameters are written incorrectly or given the wrong values certain functions will work incorrectly or not be available at all. Any changes made to the parameters after data has been imported will not affect any data. Parameters are only taken into account when data is being imported. So if you need to add or change a parameter or parameter value you need to delete all the data that would be affected by the parameter and re-import the data after the parameters have been adjusted.

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  1. In the flex.bi interface you have to find the tab Source Data > Source Applications and click on the "Add new Source Application" button. 
    The following page will be displayed:



  2. Select one of the four available applications from which you wish to import your data.
    To import HansaWorld data files you just uploaded please choose HANSAWORLD application import. When you click on the application a data window will open requesting that you enter a name for your data cube. You cannot create two or more cubes of the same application type on one account.

  3. After selecting your application the following page will be displayed:



  4. To import data press the Import button. The following page will be displayed:



    In the page you have to select and input the following data:
     
    1. Select the cubes you want to import data for by checking the check-box next to the type of cube needed - Invoices, Financials, Sales Orders, Quotations or CRM  or other your account plan is allowed to.
    2. Select if you want to import additional sample reports by checking the check-box next to Import sample reports.
    3, If you don't want to use Object types, Customer classes and Item classes as additional dimensions in Financials, Sales Orders, Quotations and CRM cubes then proceed to step 6.
    4. If you want to use Object types, Customer classes and Item classes as additional dimensions in Financials, Sales Orders, Quotations and CRM cubes then you have to upload the registers that deal with the appropriate data in the Source Files tab of the Source Data page:
    1. Object types - OTVc
    2. Customer classes - CCLassVc
    3. Item classes - DIVc 

    5. Select the data types or classes by clicking inside the appropriate Object types, Customer classes and Item classes data input boxes to make a drop down menu appear with the available types and classes, click on the type or class you want to import. Only the types and classes you have selected will be created as additional dimensions.  
    6.  Once all the necessary information has been entered press Import. 

    If everything was done correctly the following page will be displayed:

    Source application errors

    If you have encountered errors while importing data it is possible that :
  5. You are importing the wrong data for your selected data cube,
    6. The imported data is formatted wrong and your selected Source Application can't read it.
    Read more aYou can find most common reported errors with solutions here - Source files import errors