Run Synchronizations to Transfer Data Files

To transfer data in any of the supported file formats: XML, Excel (XLS and XLSX) or CSV:

  1. Sign in to Primavera Gateway as a user or administrator.
  2. Add and run a synchronization to sent the data file to the destination application. For more details, see Adding Synchronizations.

    When an attachment is included in a CSV or Excel file and a synchronization is run:

    • All file extensions are supported as attachments in Gateway. However, file extensions may be limited by the specific provider.
    • If an attachment is not supported by a provider, it will not be uploaded to the destination application.
    • The attachment will not be opened during the synchronization.
    • Attachments are not saved in Gateway. When the synchronization run is executed, the content is removed from the Gateway database.
    • Gateway users cannot view the contents of the attachment. They can only view the log file of the attachments which contains the Attachment ID and Name.
  3. Monitor the synchronization.


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Last Published Tuesday, September 29, 2020