ダウンロードしてすぐ実行

by arcesb | February 06, 2019


Visualize an X12 834 in Excel


Visualize an incoming Benefit Enrollment and Maintenance document in a Microsoft Excel sheet.


フローのダウンロード

The Visualize an X12 834 in Excel sample flow has pre-configured connectors for mapping and visualizing the EDI 834 Benefit Enrollment and Management transaction set in Microsoft Excel.

The following connectors make up the core elements of the flow:

  • X12 Connector: Translates transaction sets between EDI and XML.
  • XML Map Connector: Transforms data from one XML format to another, providing easy backend compatibility.
  • Excel Connector: Uses scripting templates to generate Excel sheets out of XML files.

These connectors are configured to automatically move files from one connector to the next until the incoming EDI 834 files are transformed and inserted into Excel. You can modify the automation settings for each connector in its Automation tab, or you can manually process each step in the workflow using the Send button in the connector's Input tab.

If you would like to use this sample flow in your workspace, please follow these instructions:

Importing Workspace

Create Workspace

First, navigate to the Flows tab and click on the cogwheel icon in the top right corner. Choose the Create Workspace option to create a new Workspace for this sample flow.

Import Workspace

Then, from the same cogwheel dropdown, click Import Workspace. In the resulting dialog, choose the downloaded sample flow edi834excelvisualize.arcflow to import the relevant connectors and settings. You can choose to import the flow into any Workspace you like, but we recommend using separate Workspaces for distinct workflows.

Once you have successfully imported the sample flow, you can begin configuring the connectors to best suit your specific use case.

Excel Connector

Connect to Excel & Test the Connection

Navigate to the Settings tab of the Excel Connector. In order to establish a connection with your MySQL database, you must enter your Server, Database, User and Password. Click the Test Connection button to verify that you can connect to your MySQL database from CData Arc.

Set up your Output Mapping

After successfully setting up and testing a connection, you can choose to query your MySQL database for information that will then be used to generate EDI documents. Exactly what data is queried is controlled by the Output Mapping configured in the MySQL Connector's settings. If you would like to execute all output mappings, navigate to the Output tab and click Receive to start retrieving Invoice, Items and Advance Shipment Notice data from the database.

X12 Connectors

Review Interchange Settings for Incoming Documents

Navigate to the Settings tab of the X12 Connector. Review the Interchange Settings and ensure that the following segments contain the correct information:

  1. ISA05 - Sender ID Qualifier
  2. ISA06 - Sender Identifier
  3. ISA07 - Receiver ID Qualifier
  4. ISA08 - Receiver Identifier

Review the Functional Group Settings for Outgoing Documents

Ensure the following segments contain the correct information:

  1. GS02 - Sender Identifier
  2. GS03 - Receiver Identifier

Since incoming documents are received by you, the value ARCESB is pre configured as the Sender Identifier, and VENDOR as the Receiver Identifier.

The project comes with a sample EDI 834 file titled 834.x12, built in templates for Excel, and a map script for the XMLMap port that will tranform the XML structure of EDI files into simple human readable XML. If you send this sample file from the pre-configured X12 connector, you can find the EDI 834 file in XLSX format in the Output tab of the Excel connector. You can click on the file to download it and visualize the EDI 834 data in Excel form.

Once you configure the Excel and X12 Connectors, the sample flow is ready for use!


Visualize an X12 834 in Excel


フローは起動しましたか?

おそらくVisualize an X12 834 in Excel のフローをすでに設定して実行できていると思います。もし、なにか問題がありましたら、サポート あてにご連絡ください。