| T76 - Scrape data from one online system and transfer it to another online system |
| Task Description |
Transfer sales invoice data from one ERP application to another. This task can be very useful when you are upgrading or migrating your online systems. Using this task, you can automate data transfer of thousands of records even if the structure of the two systems is different.
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| Solution |
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Prerequisites
- The following example is recorded on sample web pages to illustrate how you can use Automation Anywhere to automate your data transfer from one online system to another.
- Keep the sales invoice entry window open in both the ERP applications. Keep the first field as the current field in both windows. (see Screenshot 1 and Screenshot 2 )
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Screenshot 1
Screenshot 2
Screenshot 3
Screenshot 4 |
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Identify the mapping of the fields between the two ERP systems
- Go to Tools->Variable Manager.
- Create a variable called 'field_order' of type List.
- Specify to read the values from a text file.
- Specify the path of the text file as c:\field_order.txt
- Specify the order of the fields to be pasted in the text file. Field order is the number of the corresponding field in the destination ERP application where the data is to be pasted. For example, the data from VAT Amount is to be copied to the VAT Amount field in the destination application in which it is the 6th field and hence its field order is 6. Moreover, it is the 11th field in the source application. Hence, the 11th value in the list is 6. (see Screenshot 3)
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Create new task
- Click Tools -> Task Editor.
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Copy contents of a field in the source ERP application
- Select Insert Keystrokes command and specify the keystrokes CTRL + C and TAB. This will copy the contents of the current field and move to the next field.
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Transfer the sales records from one ERP system to another
- Insert an if $field_order$ Not Equal To "0" command to prevent field data in the source application which does not have a corresponding field in the destination application, from being pasted. i.e. Due Date in one example
- Insert if $field_order$ Equal To 2 command to insert a single TAB key before pasting the data of Invoice Date into the second field of the destination application.
- Similarly, Insert as many if $field_order$ Equal To x commands as the number of fields to be transferred from the source application where x is the field order i.e. the field number where the copied data is to be pasted.
- Select the Insert Keystrokes command to insert number of TAB keystrokes in the destination ERP application window depending on the field order. For example if we want to paste the data of Payment Mode then the field order for the same will be 9 in the destination application and hence we have to press TAB key 8 times if the contents are to be pasted in the 9th field.
- Select Insert Keystrokes command after the endif of the if $field_order$ Not Equal To "0" command and specify the keystrokes as CTRL + V. This will copy the contents of the current field in the corresponding field of the destination ERP.
- Select the Insert Mouse Click command to click on the first field of the destination ERP application to make it currently selected.
- Insert a Loop List Variable field_order command to repeat the above actions for each field in the source ERP application.
- The complete task would look as shown in Screenshot 4
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| When you run this task, it will copy the contents of each field in the source ERP application and paste it into the destination application. It thus saves a lot of time that would otherwise be required to re-enter all the data into the destination application when you switch over from one ERP application to another one. |
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| Wow! This program is fantastic. I was given the task to figure out how to get a list of over 1000 contacts off of a website and into Excel. I was trying to write some kind of macro for days through Excel's VB extension and was making no progress. So I went online and found Automation Anywhere, it took me only minutes to write a macro to copy the addresses. I owe Tethys Solutions hours of my life that I was prepared to spend copying and pasting. Thank you so much Tethys" |
- Ben Kinney,
Monterey media
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