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Using CSV File to Import Attachments

You can use a CSV template file to import attachments into Unifier, when you are creating a BP Record, or Line Item.

Note: To prevent receiving error messages, do not change the contents or structure of an exported CSV file.

Example

There are 20 line items in a single record (Line Item type BP) and each line has an attachment. You can use a CSV template to include the names of all the attachments (for that single record) and import, or upload, all the attachments into Unifier.

For details on how to import a CSV file back into Unifier, see the previous topic.

The last column of the CSV template is a placeholder for the file names of the attachment (the file that you want to attach to the BP Record, or Line Item). If you have more than one file to attach, you can enter the names of each attachment separated by a colon (:), for example, Attachment1.pdf:Attachment2.pdf:Attachment3.pdf.

If you enter the same name in the Attachment cell twice, then Unifier ignores the duplicate and uploads a single file, only.

If there is no data in the placeholder column of the CSV template file that is getting uploaded, then Unifier processes the CSV template upload as a file without any attachment.

If you keep two attachments with the same name in the CSV file, then Unifier attaches the same two attachments to all the Item Lines referencing that name.

If you upload a file twice, then Unifier overwrites the attachment that is present in the review section.

The Attachment section of the CSV upload wizard lists attachments that are ready for upload (Ready to be uploaded). As you keep uploading the attachments on the Attachment section, the status of the files keep changing to Ready to be uploaded.

Note: For security, the Company Administrators can specify the list and size of files that can be uploaded to the Company Properties page, by users and per company policy. Contact your Company Administrator for more information.

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”.

Upload CSV and Add Attachments

When the Upload CSV wizard opens, you can select the file manually (Add) or choose to drag the file onto the page. After uploading the CSV file, click Next to go to the Add Attachments page.

Note: After you upload the required files, the status of each file changes to Ready to be Uploaded.

For BP Record import

• Unifier does not check whether the file attachment is allowed (set on the integration form) for the BP Record, or not.
• If there are files referenced in the Attachments column of the CSV file, but the files are not uploaded in the Add Attachments section, then Unifier provides two options:
  • Select OK if you want Unifier to ignore the files referenced in the Attachments column of the CSV file. Unifier creates the BP Record without the attachments.
  • Select Cancel to navigate back to the CSV file and upload the attachments.

    Note: Oracle recommends that the total number of line items included in the CSV file not to exceed five thousand (5000), for better performance.

For Line Item import

• Unifier does not check whether the file attachment is allowed (set on the integration form) for the Line Item, or not.
• If the CSV file upload is restricted for the Line Items tab, then Unifier disables the Upload Attachments and you are able to upload the CSV file.
• If there are files referenced in the Attachments column of the CSV file, but the files are not present in the Attachment upload, then Unifier provides two options:
  • Select OK if you want Unifier to ignore the files referenced in the Attachments column of the CSV file. Unifier creates the Line Item without the attachments.
  • Select Cancel to navigate back to the CSV file and upload the attachments.

The CSV file attachment process starts when you click Upload, in the Add Attachments window. If there are any validation errors, Unifier displays a pop-up window after you click Next on the Upload CSV page window.

For Document-type BP

• Unifier processes the attachments referred to at the Line Item level (D level in the CSV file), only.
• If you reference an attachment at the BP Record level (H level in the CSV file), Unifier ignores the attachment that is available on the Attachments window of the CSV upload wizard.

For Text-type BP

• Unifier ignores all attachments included in the CSV file and the attachments do not appear on the Attachments window of the CSV upload wizard.

Blocked file extension

Unifier prevents uploading of file attachments with blocked extensions, as configured by your Site Administrator (System Administrator).

Audit log

• If a CSV import of a BP record occurs, if an attachment is uploaded during creation, then the system does not audit the attachment.
• If a CSV import of a Line Item occurs, the system does not audit the attachment.

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Last Published Wednesday, December 20, 2023