Importing Data into Primavera Unifier

Primavera Unifier’s integration feature imports data into Primavera Unifier from an outside data source. Using this feature, you can import data from an outside application, such as an accounting system, into Primavera Unifier, and thereby, create records and line items. Importing is most effective in cases where you want to populate Primavera Unifier with a large amount of information that already exists in the other system.

This section discusses importing data into Primavera Unifier using CSV files. You can use CSV files to create records and line items for business processes and most of the Primavera Unifier managers. It is largely useful for converting a company’s legacy data into Primavera Unifier.

Once you have edited and saved the CSV file, you can import it back into Primavera Unifier to create the new records or line items. During the import process, Primavera Unifier validates the data. If the data passes validation, the new records or line items will be created. If the data fails the validation, you can view or download a text file summarizing the errors.

To use this feature, the business process or manager must include an integration interface that was designed in Primavera uDesigner. Separate integration interfaces are designed for each BP or manager, each specifying what fields will be populated when the new records or line items are created.

Note: New records can also be created by XML integration via Web Services. For more information about Web Services integration, see the Integration Interface guide. XML integration via Web Services must be coordinated with Primavera Unifier Consulting Services.

The integration interface feature supports:

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