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Create Shells Using an Imported CSV File

An Integration interface must be created for shell creation to work via CSV file.

You can create shells by importing a shell template as a CSV file. The status of shells created using this method defaults to the value provided by the user in the import file; otherwise, it is set as Active.

To create shells using an imported CSV file:

1. Go to the Company Workspace tab and switch to Admin mode.
2. In the left Navigator, select Company Sponsored Shells, and then select a shell type.
3. From the toolbar, click Actions, select Export Template, and then select Shell Creation Template.
4. Complete the shell creation template CSV file. Some hints:
   • The shell location must have a leading /. Be sure to use the true shell name as entered in the Shell Manager configuration.
   • Shell statuses are Active—which includes On-hold and View-Only—or Inactive. Use initial capitalization.
   • Administrators must be valid users. You might enter the user's full name (for example, Henry James) or the system user name (for example, hjames) depending on the configuration.
   • If using currency override, be sure the currency is active in Exchange rates and the CSV file contains a valid currency code.

     Note: You cannot modify the BP Data Picker alone if it has an associated Line Item Data Picker value. You must provide both the BP Data Picker value and BP Line Item Data Picker value to modify any one of them.

5. From the toolbar, click Actions, select Import, and then select From Template.
6. Select the modules to include in the shell.
7. Select the template from the listed templates and click OK.
8. Browse for the CSV file and open it.
9. Click OK.

Reasons for a Shell Creation business process CSV failing to import

• Any incorrect rows will cause the CSV upload to fail and an error message will display the incorrect row number.
• Incorrect shell location used (this has to be set up before importing a CSV).
• Invalid shell name or number.
• The location on the imported CSV file is not a valid parent location.
• The sub-shell of the type that you are importing was not configured under the parent location specified.
• Currency override used an invalid currency code or the currency was not active in Exchange rates.

  Notes:

  • If shell creation fails, the user who attempted to import the CSV will get an email notification of the import failure.
  • When creating a shell through CSV, the Document Manager Attribute Form that is associated with the template, or shell instance, will be copied over to the newly created shell.

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Last Published Tuesday, April 8, 2025