External Import Interfaces
QOM provides import interfaces for bringing quote and order data from external systems into Raytio. Imports allow incoming data to be grouped, validated, monitored, and then turned into QOM quote or order records.
Orders interface
The orders interface accepts order-level and line-level information together. This works well for bulk imports from systems that export order data as flat files or CSV.
Key field groups
| Field group | Purpose |
|---|---|
| Batch | Groups rows into processing batches for controlled import |
| Header | Order code, type, date, currency, and status |
| Parties | Sold-to and ship-to party references (uses PRM parties, not FAR customers) |
| Line | Line type, status, ordered quantity, and unit of measure |
| Item | Business keys used by the source system to identify items |
| Fulfilment | Pre-populated fulfilment data from the source system |
| Pricing | List price, selling price, and price list version |
| Processing | Status message from the import processor |
Item matching
External systems often identify items by business keys rather than Raytio references. During import, Raytio matches those source-system item keys to the corresponding Raytio items.
Batch processing
Each import batch is assigned a batch number from a shared sequence. The batch processing workflow is:
- Start a new batch.
- Load all rows for the batch.
- Validate the batch.
- Convert valid rows into QOM quote or order records.
- Report successes and failures for review.
Quote lines interface
The quote lines interface accepts inbound quote line data for bulk import. It is scoped to line-level information and assumes the relevant quote context is supplied by the import process.
Key field groups
| Field group | Purpose |
|---|---|
| Batch | Same batch processing pattern as the orders interface |
| Line | Line number, type, and status |
| Item | Composite natural key referencing items |
| Pricing | Quoted quantity, unit of measure, list price, and selling price |
| Status | Action, current status, and message for processing control |
| Effectivity | Start/end dates and active flag |
Status tracking
Quote line imports include status information for tracking processing progress:
| Field | Purpose |
|---|---|
| Action | The action to perform for the imported row |
| Status | Current processing status |
| Status message | Detailed status or error message after processing |
This lets users and integrations see which rows have been processed, which succeeded, and which failed.
Batch monitoring
A batch summary view provides a quick overview of batch numbers and processing statuses, ordered by most recent batch first. This supports import monitoring without reviewing every imported row.
Access
Import activity is visible according to the tenant's access settings. Users can monitor and manage imports only where their role allows it.