Import Keywords

Import keywords from third-party applications into the Awards work area by using the ImportKeywords macro-enabled Excel workbook template and running a few scheduled processes. The Excel template is part of the External Data Integration Services for Oracle Cloud feature.

For more information on the ImportKeywords Excel workbook template, see the File-Based Data Import for Oracle Project Portfolio Management guide.

To import keywords:

1. Prepare your data in the ImportKeywords macro-enabled Excel workbook template.

2. Click Generate CSV File in the template to create a comma-separated values file of keywords.

3. Navigate to the Scheduled Processes page.

4. Submit the Load Interface File for Import process to load the keywords from your CSV file into the applications related open interface tables.

5. Submit the Import Keywords process to bring the keywords into the Awards work area from the open interface tables.

Output Reports

After the Import Keywords process is complete, the Import Keywords: Generate Reports process automatically runs and creates the following output reports:

• Import Keywords Report: Lists the successfully imported keywords and the keywords that failed the validations.

• Import Keywords Rejections: Provides details about the keywords that failed the validations. The application generates this report only if the process results in errors.

Review the output reports and repeat the following steps until you import all the required keywords successfully:

• Correct the errors in the Import Keywords Rejections report.

• Generate CSV files for the corrected keywords.

• Upload the CSV files into the open interface tables.

• Submit the Import Keywords process.