Complete the following tasks to prepare Gateway to transfer data in any of the supported file formats: XML, Excel (XLS and XLSX) or CSV:
- Sign in to Primavera Gateway as a developer or administrator.
- Add a File provider deployment supporting the file format of your choice. For more details, see Adding or Editing a File Deployment Connection.
If you add a File provider deployment for an XML file, proceed to Step 5.
If you add a File provider deployment for a CSV or Excel file, proceed to the next step.
- (Optional) Add a parser if you choose to create a parser to read only specific provider objects. For more details, see Adding Parsers and Generators.
Otherwise, use the Default Parser delivered in Gateway to read any object and field from a CSV or Excel file.
- (Optional) Add a generator if you choose to create a generator to write only specific provider objects into a CSV or Excel file. For more details, see Adding Parsers and Generators.
Otherwise, use the Default Generator delivered in Gateway to write any object and field into a CSV or Excel file.
Note: Parsers and generators can only be used to support CSV and Excel (xls and xlsx) files only.
- Add or edit a field mapping template from the Customizations tab in Gateway to create mappings for the objects and fields defined in the CSV or Excel file. For example, add a field mapping template for the Role object to use in a File - Unifier synchronization.
- Add a master data or project data business flow selecting the field mapping template created in Step 5. For example, create a master data business flow for the Role object to use in a File - Unifier synchronization.
If the File provider is the source application in the business flow, select a parser to read the CSV or Excel file contents in the Source App Parameters tab of the Business Flow wizard.
If the File provider is the destination application in the business flow, select a generator to write the data into a CSV or Excel file in the Destination App Parameters tab of the Business Flow wizard.