Importing Data from an Outside Data Source into Unifier
The Unifier integration feature imports data into Unifier from an outside data source. Using this feature, you can import data from an outside application, such as an accounting system, into Unifier, and thereby, create records and line items. Importing is most effective in cases where you want to populate Unifier with a large amount of information that already exists in the other system.
This section discusses importing data into Unifier using CSV files. You can use CSV files to create records and line items for business processes and most of the Unifier managers. It is largely useful for transferring a company's legacy data to Unifier.
Once you have edited and saved the CSV file, you can import it back into Unifier to create the new records or line items. During the import process, Unifier validates the data. If the data passes validation, the new records or line items will be created. If the data fails the validation, you can view or download a text file summarizing the errors.
To use this feature, the business process or manager must include an integration interface that was designed in uDesigner. Separate integration interfaces are designed for each BP or manager, each specifying what fields will be populated when the new records or line items are created.
Note: New records can also be created by XML integration via Web Services. For more information about Web Services integration, refer to the Unifier Integration Interface Guide. XML integration via Web Services must be coordinated with Primavera Unifier Consulting Services.
The integration interface feature supports:
- Cost BPs
- Line Item BPs
- Simple BPs
- Text BPs
- Document BPs
- Asset Manager classes
- Code and Records-based configurable manager classes
- Planning Manager planning items
- Shell Manager shells
- Shell creation BPs
See Also
Searching and Finding in Unifier
Searching in Document Manager Node (Standard View)
Searching Mailbox Log, Notifications Log, and Sent Items Log (Home Workspace)
In This Section
Overall Steps for Importing Data
Exporting the CSV Template to Your Machine (Integration)
Importing CSV File into Unifier
Using CSV File to Import Attachments
Internationalization and CSV Files
Internationalization and Web Services
Last Published Wednesday, December 20, 2023