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Create a new shell instance using an imported CSV file

An Integration interface must be created for Shell creation to work via CSV file.

To create a new shell instance using an imported CSV file

1 Go to the Company Workspace tab and switch to Admin mode.
2 Click Company Sponsored Shells in the left Navigator.
3 Select a shell type.
4 In the shell log, click Export Template.
5 Modify the shell creation template CSV file as needed. Some hints on modifying the file:
• The shell location must have a leading /. Be sure to use the true shell name (as entered in the Shell Manager configuration) which might vary from the shell name shown on a tab.
• Shell statuses are Active or Inactive. Use initial capitalization.
• Administrators must be valid users. You might enter the user’s full name (for example, Henry James) or the system user name (for example, hjames) depending on the configuration.
• If using currency override, be sure the currency is active in Exchange rates and the CSV file contains a valid currency code.
6 In the shell log, click Import.
7 Select the modules to include in the shell.
8 Select the template from the listed templates and click OK.
9 Browse for the CSV file.
10 Click OK.

Reasons for a Shell Creation business process CSV failing to import

1 If there were any incorrect rows, the CSV upload will fail and an error message will display the incorrect row number.
2 Incorrect shell location used (this has to be set up before importing a CSV.)
3 Invalid shell name or number.
4 The location of the imported CSV file is not a valid parent location.
5 The sub-shell of the type that you are importing was not configured under the parent location specified.
6 Currency override used an invalid currency code or the currency was not active in Exchange rates.

Note: If a Shell Creation does not happen, the user who attempted to import the CSV will get an email notification of the import failure.

 

 

 

 

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