Exporting the CSV Template to Your Machine (Integration)
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”.
Last Published Wednesday, December 20, 2023