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Importing the Excel File for Bulk Creating BP Records

Each Excel file (.xlsx or .xlsm) for import must not exceed 100,000 rows of record and line-item data, including the header and blank rows. It is recommended to use Excel import to create thousands of records in bulk across projects.It is a scheduled high priority background job and the job can be processed based on other background jobs in queue. Ensure you do not use this import process to update existing records. A maximum of 100,000 rows (including headers and blank rows) can be included in the imported file.

After Creating the Excel File for Bulk Creating BP Records across projects/shells, import the Excel file to add the new BP records in Unifier as follows:

1. Click the Home () tab and switch to User mode.
2. In the left Navigator:
   1. Click the Master Log - Business Processes grouping node.
   2. Select the specific business process where the BP records are to be imported. For example, select the Warranty business process.
3. In the right pane:
   1. From the Actions menu, click Import.
   2. In the Import Records drawer, drag and drop the saved Excel file, and click Import.

   A message displays indicating the import has been initiated.

   Note:

   • To avoid data format validation issues, the logged-in user's preferences are used instead of the auto-creation user's preferences.
   • Business process (BP) records will be created using the Creation Form of the workflow selected in the BP Setup of each project/shell instead of the Integration Form.
   • Required fields in the downloaded template file are determined by the Integration Validation Form.
4. To review status of the imported data, perform any of the following actions:
   • Click the View Import History link in the displayed message
   • Click the View Import History from the Actions menu
   • Click the link in the email notification you receive

   If the import process is Completed Successfully, you will receive a success message.

   If the import process is Completed with Errors, check the attached error file that contains a list of erroneous records.

   If the import is unsuccessful, review the import history details.

File Validations

When the import is initiated, the file is checked for the following:

• If the Excel file has the same column structure as defined in the Integration tab in Main Form or Line Item worksheets
• If the Shell Number and Record Sequence No. columns have been removed, renamed, reordered, or duplicated in the Main Form tab
• If the Shell Number, Record Sequence No., and Line No. columns have been removed, renamed, reordered, or duplicated in the Line Item tabs
• Duplicate rows in the Main Form tab with the same Shell Number and Record Sequence No.
• If the Record Sequence No. is a non-integer or a random string

Data Validations

When the import is initiated, the data is checked for the following:

• If the Business Process, Integration settings, or default workflow are not set up in the specified project/shell
• If the Shell Number is not valid in the Main Form tab.
• If the project/shell numbers specified in the Line Item tabs do not exist in the Main Form tab
• If the project/shell numbers are not valid in the Line Item tabs
• If project/shell numbers with Inactive, View-only, or On-hold statuses are specified
• If required fields have been specified
• If invalid values have been specified for data elements
• If form validation rules are satisfied
• If dynamic data set behavior data elements are updated via import data and behavior element is read-only based on master value

Related Topics

Creating Business Process Records Across Projects/Shells From the Master Log

Creating the Excel File for Bulk Creating BP Records

Viewing Bulk Create Import History Details

Viewing Error Details of the Bulk Create Import Process

Reusing the Error File Spreadsheet For Bulk Create Import Process

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Last Published Friday, April 11, 2025