Importing CSV File into Unifier

After 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, 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.

To import the file

  1. Display the toolbar with the Import button as shown in the table below.
  2. Click the Import button. The File Upload window opens.
  3. Fill in the fields on the File Upload window and click OK.

    The system checks the import process to verify that valid records were created. Specifically, it validates that:

    • The import file format matches the integration interface design that was created in uDesigner.
    • The imported data is for the correct BP (that is, that the data was imported into the same log as that from which you exported the CSV template file).
    • The imported data is correct; that required fields contain data in the correct format, the data type is correct, the correct values were added for drop-down lists, and so on.

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.

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.


Last Published Thursday, January 4, 2024