Importing the Excel File for Bulk Update

After Modifying the Excel File for Bulk Update, import the data using Bulk Update as follows:

1. Switch to User mode.
2. In the left Navigator, select Logs, and select a Business Process (BP).

   For example, select Logs and select Change Orders.

3. From the toolbar, select Bulk Update, and select Import Data.
4. In the Upload Microsoft Excel File dialog box, navigate to the Excel file (.XLSX), and select Upload.
5. Review the status of the imported data 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 containing a list of erroneous records.

     Or

   • Select Bulk Update, and select Import Data History Details to check for error details or update failures of records or line item updates if any.
6. Correct the errors identified in the error file, and reuse the error file to re-import the data. See Reusing the Error File For Bulk Update Import Process.

   Note:

   • Attachments updates are not supported in the Excel import.
   • A maximum of 50,000 records, including the column headers can be imported per Excel file.
   • Resolve Upper form errors before resolving any line item errors.
   • Required fields must be entered in the Main Form tab of the Microsoft Excel file prior to a bulk edit import process.
   • Line items that do not exist will be ignored by the system during bulk import.
   • All post-completion actions for a record are performed for workflow actions through bulk update.
   • If you modify the design in the Business Process Integration form for a business process that is already loaded in the BP Log node in User mode, you must reload the Business Process Log node to ensure the most recent changes in the design are reflected.