To export an integration template:
Note: To prevent receiving error messages, do not change the contents or structure of an exported CSV file.
- Display the toolbar with the Export button using the table below.
- Click the Export Template button and choose CSV.
- Save the CSV file to your local drive.
To display the toolbar for this: | Do this: |
|---|---|
A business process at the company level | Select the name of the BP wherever it resides in the Navigator: in the Company Logs node, the General log node, or Data Manager log node. |
A business process at the project/shell level | Select the name of the BP wherever it resides in the Navigator: in the Project Logs node, the Information > General log node, or the Data Manager log node. |
An asset class | In the Asset Manager node of the Navigator, select the asset class. |
A planning item | In the Planning Manager node of the Navigator, select the planning item. |
A class for a Code and Records-based configurable manager | In the [Manager] node of the Navigator, select the class. |
When comparing strings, the leading or trailing space ("white space" at the end of a line) will be ignored by the system. The following is an example. Note the presence or absence of space in the example:
- The Line Item tab name in uDesigner - “ Budget Details ”
- The CSV import template may have “Budget Details ”, “Budget Details”, or “ Budget Details ”.
- The system will trim the spaces if needed (“Budget Details. ” the space between the period and close quotation will be trimmed and interpreted as “Budget Details”) and this value will be compared with the uDesigner tab name “Budget Details”.