Downloading Data Integration Templates
You to download two types of templates in real-time for a project, finance, resource, team member, WBS, non_WBS, and assignment entities, based on your EnterpriseTrack account configuration. They are:
- Templates for the CRUD functions.
- Templates for request data for the CRUD functions.
To download the CRUD templates:
- Click the Data Import & Export tab.
- Select the Download Data Integration Templates link.
- Select values for the following fields from the corresponding drop-down list:
- Languages: Select your language. English is displayed by default.
- Data Format: Select the data format in which the function is to be rendered. Choices include: JSON, and XML.
- Type: Select the type of template that is to be downloaded. Choices include:
- Download Template: Generates CRUD templates in XML and JSON formats.
- Download Request for Template: Generates a request template in XML and JSON formats for each CRUD function. These request templates can be used to specify input data in the relevant CRUD function.
- Initiative: Select the initiative, if you are downloading a template for project, team member, activity WBS or activity non WBS entities.
- Finance Template: Select the finance template, if you are downloading a template for Project Finance Data or Project Finance Snapshot Data entities.
- Activity Type Name: Select the activity type, if you are downloading a template for Activity WBS or Activity Non WBS entities.
- Click the Download button for the corresponding function.
If you chose Download Template, a create_request, update_request, search_request and delete_request file will be generated.
If you chose Download Request for Template, the following files will be generated: create_request_template, update_request_template, search_request_template and delete_request_template. You can use these files to specify input data for the relevant CRUD function.
Data Import and Export
Downloading Data Import Templates
Modifying Metadata for File Upload
Importing Data
Common Validation Errors
Unlocking a Data Import Process
Exporting Data
Populate Resource Commitment Cache