Exporting the CSV Template to Your Computer (Integration)
To export an integration template:
Note:
To avoid errors, do not change the contents or structure of an exported CSV file.- Show the toolbar that includes the Export button according to the following table.
- Select Export Template, and then select CSV.
- Save the CSV file to your local drive.
| To display the toolbar for this: | Do this: |
|---|---|
| A BP at the company level | Select the name of the BP wherever it resides in the Navigator: in the Company Logs node, the General log node, or Data Manager log node. |
| A BP at the project/shell level | Select the name of the BP wherever it resides in the Navigator: in the Project Logs node, the General log sub-node of the Information node, or the Data Manager log node. |
| A planning item | In the Planning Manager node of the Navigator, select the planning item. |
| A class for a Code and Records-based configurable manager | In the [Manager] node of the Navigator, select the class. |
When comparing strings, the system ignores leading or trailing whitespace, including whitespace at the end of a line. The following examples show this behavior.
- The Line Item tab name in uDesigner is “ Budget Details ”.
- The CSV import template can contain “Budget Details ”, “Budget Details”, or “ Budget Details ”.
- The system trims the spaces when needed. For example, with “Budget Details. ” the space between the period and close quotation is trimmed and interpreted as “Budget Details”, and this value is compared with the uDesigner tab name “Budget Details”.