4.5.1 Excel Import

This topic describes the systematic instructions to import excel.

  1. On Home screen, type CSDXLUPD in the text box, and click Next.
    The Excel Import screen is displayed.

    Figure 4-7 Excel Import


    Description of Figure 4-7 follows
    Description of "Figure 4-7 Excel Import"

  2. Specify any or all of the details corresponding to the message you want to retrieve.
    The system uses your specifications to as search criteria to query the database and retrieve the record as specified.
  3. On Excel Import screen, click New and specify the details.
    For more information on fields, refer to the field description table.

    Table 4-8 Excel Import - Field Description

    Field Description Attributes
    File Name

    Select the excel file to be imported by clicking Browse button.

    Click Browse button to browse the file name.

    Alphanumeric; 4000; Optional
    Total No of Records

    Displays the total number of records to be uploaded.

    Display
    Successfully Uploaded

    Displays the number of records uploaded successfully.

    Display
    No of Failed Records

    Displays the number of failed record which are failed to upload.

    Display
    Function ID

    Displays the function ID mentioned in the excel sheet.

    Alphanumeric; 8 Characters; Optional
    Batch Reference

    Displays the unique reference number generated for an upload.

    Display
    Post Upload Status
    Select the status to be set for the file post upload, from the drop-down list. The available options are:
    • Authorized
    • Unauthorized
    • Hold

    Display
    Override Action
    Select the action to be taken if an override message is encountered, from the drop-down list. The available option are:
    • Ignore
    • Error

    Optional
    Action

    Displays the action.

    Display
    Generate or Upload
    Select the action to be taken for importing the file, from the drop-down list. The available option are:
    • Generate - Select this option if an XML has to be generated from the imported file. This will be stored in the path maintained in CSBT_PARAM parameter
    • Upload - Select this option if the data has to be uploaded as an excel file itself.

    Note: To start the upload process click Upload button. Once you click this button system starts importing the data from the excel file.

    Optional
    Upload Source

    Specify the source code of the file to be used for generating the XML file. You need to specify the source if you have chosen Generate option in the Generate or Upload field.

    Alphanumeric; 50 Characters; Optional
    Upload Click this button to upload the attached file. NA
    Excel Upload Details Specify the details under this section. NA
    Record ID

    Display the unique number of the record uploaded.

    Display
    Record Key

    Displays the record key.

    Display
    Status

    Displays the status of the record.

    Display
    Excel Upload Errors Specify the details under this section. NA
    Record Id

    Specify the unique number of the record, which encountered error while uploading.

    Alphanumeric; 255 Characters; Optional
    Error Code

    Specify the error code corresponding to the error encountered during upload.

    Alphanumeric; 40 Characters; Optional
    Error Message

    Specify the error message corresponding to the error code displayed.

    Alphanumeric; 4000 Characters; Optional
  4. Click Upload button, the system uploads the records maintained.
    The system uploads the records maintained.

Parent topic: Online Interface Execution