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:
- Cost BPs
- Line Item BPs
- Simple BPs
- Text BPs
- Document BPs
- Code and Records-based configurable manager classes
- Planning Manager planning items
- Shell Manager shells
- Shell creation BPs
Antivirus scanning of files
If you are using an Oracle Cloud-based deployment, Unifier includes a virus scanner. To prevent virus attacks from infiltrating your system through external files, the system scans each file that is uploaded. Until the scan is completed, the file remains in a Scan Pending state.
At a minimum, the system scans each file that is uploaded, submitted, or attached through the following channels:
- Document Manager
- Business processes (BPs)
- Image pickers
- Cells within forms or sheets
- Custom Templates for use with custom prints and reports
- XML Localization Interchange File Format (XLIFF) files used for translation support
- Custom Help files, such as those provided through a uDesigner object
- Bluebeam sessions
- Webservice Get calls
- Import of comma-separated values (CSV) or Microsoft Excel files
Depending on how your environment is configured, the following actions might occur:
- If the virus scanner detects an issue with a file that a user is uploading, the system sends an email to the user who uploaded the file and the designated company contact. Depending on the location of the infected file, the system might display a bug icon (if the system is configured to display alerts) or an ellipsis icon (if the system is configured to prevent the display of alerts).
- If a user tries to access or download a file that has not yet been scanned and the environment is configured to display alerts, the system displays a Confirmation message that requires a response to continue. If a Confirmation message appears, the user can wait and try to access the file later.
- If the virus scanner detects an issue with a file that a user is trying to view or download, an alert is displayed that indicates the file contains a threat. If multiple files were selected for download, the uninfected files are downloaded.
Note: If you are using an Oracle Cloud-based Unifier deployment, see Edit Company (Security Tab) in the Unifier General Administration Guide for more information about configuring the environment to allow the display of messages regarding Scan Pending states.
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 Friday, June 21, 2024