To import column data
- In the CSV file, enter data for each listed record. Be careful not to change the CSV file structure.
- Save the CSV file.
- Open the sheet to which you want to import the data.
- Select Menu Options.
- Click the Import button and choose Codes (for code-based managers only) or Column Details.
- Browse to the CSV file containing the column data and click Import.
Note: You cannot delete summary rows from the sheet using a CSV import. You also cannot delete existing rows using CSV import if their codes have been added to business processes.
You can enter data into manual-entry columns by importing a CSV sheet. The column must be configured on the record detail form to accept numeric data elements.
Note: You must have permissions to access a sheet. If you need access to a sheet not listed in the log, contact your company administrator.
Configurable Modules: <name> Manager [Code-based configurable manager]
To import sheet data:
- Go to your shell or project in User mode.
- From the left Navigator, click Configurable Modules node to expand.
- Click your code-based configurable manager (<name> Manager [Code-based configurable manager]). The log displays a list of sheets and the corresponding properties (on the right-hand side), Properties tab.
- Double click on the sheet to open the sheet log window that displays the columns.
- Click the Menu Options drop-down icon
and select Import.
- Select one of the following options:
- Codes
To import by opening a local folder and selecting a file.
- Column Data
To import column details.
- Codes
Configurable Modules: Generic Cost Manager
For details see Working with a Generic Cost Manager.
Configurable Modules: <name> Manager [Code- and record-based configurable manager]-Sheets
To import sheet data:
- Go to your shell or project in User mode.
- From the left Navigator, click Configurable Modules node to expand.
- Click your code- and record-based configurable manager (<name> Manager [Code- and record-based configurable manager]) to expand.
- Click the Sheets sub-node (<name> Manager [Code- and record-based configurable manager]-Sheets) to open the log. The log displays a list of sheets.
- Double click on the sheet to open the sheet log window that displays the columns.
- Click the Menu Options drop-down icon
and select Import.
- Click Column Data to import column details.
Configurable Modules: <name> Manager [Code- and record-based configurable manager]-Class
To import sheet data:
- Go to your shell or project in User mode.
- From the left Navigator, click Configurable Modules node to expand.
- Click your code- and record-based configurable manager (<name> Manager [Code- and record-based configurable manager]) to expand.
- Click the class sub-node (<name> Manager [Code- and record-based configurable manager]-Class) to open the log. The log displays a list of sheets.
- Double click on the sheet to open the sheet log window that displays the columns.
- Click the Actions drop-down icon
and select Import to open the Upload CSV window and select a file.