Importing Data from an Outside Data Source

The Unifier integration feature imports data from an outside data source. Using this feature, you can import data from an outside application, such as an accounting system, 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 exists in the other system.

This section discusses importing data 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.

After you have edited and saved the CSV file, you can import it back into the system to create the new records or line items. During the import process, the system 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, and locate the erroneous records in the csv file.

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:

In This Section

Overall Steps for Importing Data

Exporting the CSV Template to Your Machine (Integration)

Editing the CSV File

Importing CSV File into Unifier

Using CSV File to Import Attachments

Internationalization and CSV Files

Internationalization and Web Services


Last Published Thursday, January 4, 2024