Importing the CSV File into Unifier

After you edit and save the CSV file, you can import it back into Unifier to create records or line items. During the import process, the system validates the data. If the data passes validation, the new records or line items are created. If the data fails validation, you can view or download a text file that summarizes the errors.

To import the file:

1. Show the toolbar that includes the Import button according to the following table.
2. Select Import.
3. In the File Upload window, complete the fields, and select OK.

   The system verifies that valid records were created. It validates the following items:

   • The import file format matches the integration interface design that was created in uDesigner.
   • The imported data is for the correct BP. That is, the data was imported into the same log as that from which you exported the CSV template file.
   • The imported data is valid. For example, required fields contain data in the correct format, the data type is correct, and the correct values were added for drop-down lists.

To display the toolbar for:	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.
A Master Rate Sheet in the Company Workspace tab	In User mode, select the Master Rate Sheet node in the left Navigator, select the Master Rate Sheet (right pane), and from the gear menu, select Open. For more details, see the Unifier Earned Value Management User Guide.