One-time and recurring data imports from another system.

Creating, updating, and deleting records and their properties; for documents, cancellation is also possible.

Importing and updating custom queries and custom reports.

Managing custom buttons.

Enabling special ABRA Flexi features and configuring their parameters.

In the Tools ~ Import menu, select Import from XML.

A file selection dialog for XML format files will appear. Select the file to import and confirm your selection.

A dialog showing the file loading progress will appear. You can use the Cancel button to stop the file loading before it completes, thereby cancelling the entire import process.

If an error is detected during import that prevents it from completing, an Import Result information dialog will appear with details about the failure and a summary of the errors found. If the file was not correctly structured, information about the first detected error is displayed. This information is generated automatically and is usually in English. Before retrying the import of a file in which a structural error was found, the error must be corrected. If the imported file references record identifiers that could not be found, a summary of the unrecognized identifiers is displayed. Before retrying the import of a file with unknown identifiers, you must either add the identifiers to the corresponding records in the application or specify existing record identifiers in the import file. If the imported file is missing required record identifiers or other mandatory fields, a summary of the fields that must be filled in for a successful import will be displayed. If issues other than those described above are detected, carefully read the displayed error summary and attempt to resolve them.

If the imported file can be loaded successfully, a dialog will appear showing a summary of the affected record types, broken down by action performed and the number of records affected. The new column shows the number of records to be created, the to update column shows the number of records or their properties to be updated, and the to delete column shows the number of records that will be deleted upon completion of the import.

You will be asked in the dialog whether you want to apply the listed changes. To proceed with the import, click Yes.

A dialog showing the import progress will appear. You can use the Cancel button to stop the import before it completes.

Once the import is complete, a confirmation message will be displayed.