Table Extraction for costing Element

In order to activate the table extraction for costing element you will have to import the m3costingelement table into DocBits.

From the M3 Homepage, type Command + r and search the “PPS280” prompt.

Select any of the lines displayed to you. On the next menu, select TOOLS and “Export to Excel”

Select “Export all Rows” and then press EXPORT.

Once downloaded, you will need to alter the excel file before converting it into a CSV file.

You will need to open the excel file, it will look similar to what is shown below.

From this excel sheet you need the columns A, B, H, J ,K and I, alter the excel sheet so that the end result looks as follows.

Once this is done, save the file as a CSV.

Once you have your CSV file, go to the following webpage. This depends on which environment you are using:

• Prod: http://api.docbits.com/

• Sandbox: http://sandbox.api.docbits.com/

• Stage: http://stage.api.docbits.com/

• Demo: http://demo.api.docbits.com/

• Dev: http://dev.api.docbits.com/

Here you will manually upload the CostingElement table via an API. Click on the Authorise button.

Here you will need to insert the API Key from your DocBits environment. This is located in Settings under Integration.

Once complete, search for the API called master_data_lookup/import_data and fill in the required information. Once complete, click EXECUTE to trigger the API.

data_type needs to be costing_element

If done correctly, the M3CostingElement table should now be in your DocBits environment. Table extraction for costing elements has now been configured for your environment.