Import / Export

Release 24.12

Honor Logged-in User Preferences when Validating Import File Data

Unifier will honor user preferences – not those of the business process auto-creator – when validating data in an imported file. This simplifies error resolution.

Release 24.10

Import Business Process Records across Projects

Unifier now provides the ability to import business process records via an Excel spreadsheet across multiple projects without using API calls and third party integration tools. This functionality requires user permissions.

Day 1 Impact: The permissions/Access Control for the Master log will show the new permission Allow Bulk Creation. It is unchecked by default.

In Master log > Business Process log, new Action options are available for users to download templates for record creation and import a file to create records across shells.

In worksheets of the Excel file, the first column of each form is new and titled Shell Number.

a new Actions menu in the Master Log Business Processes

The Excel spreadsheet, showing a drop-down in the new Project Number column.

Bulk Updates using Excel

Perform bulk updates using Excel in the following areas:

Base and Change Commit Business Processes (General Spends and Payment Applications SOV type): The standard line item worksheet shows the reference picker as a dropdown, which displays all reference codes from the SOV sheet of the selected contract for that record. An additional worksheet in the file displays SOV lines for the referenced contracts. Following import, an email indicates success or failure of the import.
General Spends (line item with CBS code): Record and line item data having SOV picker values can be exported, updated, and imported.
Work Package Pickers, BPO and BPO line item pickers

A spreadsheet showing bulk updates of general spends, with a dropdown menu for CBS codes.

The standard line item tab for a bulk update spreadsheet of base or change commits.

The SOV Line Items tab of the bulk update spreadsheet, listing SOV lines for referenced contracts.

Audit log showing that bulk updates have occurred in a BP record.

Release 24.4

Advance Workflows During Record and Line Item Updates via Excel

Execute workflow actions in simple, line item, and generic cost (line item with CBS code) business processes when updating records and line items via Excel.

New columns titled Workflow Name, Current Step, and Workflow Action are added to the Main Form worksheet. The Workflow Action column displays a dropdown list of available actions.

Image of an Excel worksheet, showing a new column titled Workflow Action and an open drop-down menu of choices for the current record's workflow.

Add / Delete Line Items During Bulk Update

Export data from multiple records (upper forms and line items) into a Microsoft Excel document, make changes to the existing data, and import that document back into Unifier – creating a bulk update of records with line items. This functionality includes the ability to add and remove line items from existing records.

Image of a spreadsheet worksheet, with a new column labeled Action having values such as Update, Delete, and Add – representing actions to be taking on line items in multiple records.

Bulk Update of CBS Codes via Excel

Export and import CBS code picker data in line items and main forms of general cost business processes, enabling the bulk update of CBS codes. Email notification from the business process log shows validation of the update process; the audit log records changes as Bulk Update - > Import Data.

Image of an Excel spreadsheet, showing a column titled CBS Code with a drop-down, allowing for changes to each line item's CBS code.

Image of an audit Log, showing changes that were made via bulk update, including the actions, fields that were changed, old values, and new values.

Last Published Monday, December 23, 2024