Export and Import CSV File Packages

To export and import CSV file packages, you must have the Export Import Functional Setups User (ORA_ASM_FUNCTIONAL_SETUPS_USER_ABSTRACT) role, and a role with task-specific privileges to enter and modify setup data. If you intend to handle setup data for an offering, you might need an appropriate application administrator role as well.

Note: You can't export or import seeded data because it's created and updated when an environment is created or updated.

Export Setup Data to a CSV File

1. Click Navigator > My Enterprise > Setup and Maintenance.

2. In the Setup and Maintenance work area, select the offering whose task requires setup data entry using CSV file.

3. Identify the setup data as appropriate:

   • For all tasks associated with the offering, click Actions > Export to CSV File.

   • For all tasks associated with a functional area, select the functional area and click Actions > Export to CSV File.

   • For specific tasks:

     1. Select the appropriate functional area and go to the Tasks table.

     2. Select Columns > View > Actions to make the applicable task actions visible.

     3. Select the task, and from the corresponding Actions menu, select Export to CSV File.

        Note: The Export to CSV file option is disabled if the task doesn't support export.

4. Select Create New. You can export all existing setup data represented by the task.

   • If Scope is supported for any of the selected setup tasks, you can select appropriate scope values to filter the setup data you want to export.

   • You can also download the template for managing setup data without exporting the existing setup data in the environment. To do so, select the Export only template files check box.

5. Click Submit to start the export process.

6. Select Export to CSV file for the offering, or functional area, or task as appropriate, to see the latest process. Monitor the process at any level until it completes.

7. Select the process after it's complete and review the results. Verify that the process completed without any error before you download the CSV file package.

   If there are more than one business objects associated with the task, you may find more than one CSV files.

Modify Setup Data in a CSV File

To enter or modify setup data before importing it into the target environment, you need to edit the CSV file. While editing, ensure that you maintain the exact format for dates, numbers, and any other value that's present in the original exported CSV file.

Caution: Never delete any CSV file from the downloaded CSV package. Deleting a CSV file will cause errors during import. If you don't want to include setup data from a particular CSV file, remove all records (rows) from the CSV file except the heading row. Even if that CSV file is empty, you must include it in the CSV package to be imported.

If your file contains setup data with Date attributes, you must specify the correct date format that appears in the exported setup data file.

1. Open the original exported file using a CSV editor such as WordPad and review the date format attribute (for example, 2015/10/25).

2. Open the CSV file using Microsoft Excel.

3. Select the Date attribute and click Format Cells. Change the Category to Custom and provide the same format that appeared in the original file. In the same way, provide the format for all date columns.

   Note: Depending on the setup data, you must use the custom format to match the correct data format in columns as suggested in the following table.

   Columns	Data in CSV	Custom Format Cells
   Date	2018/03/02	yyyy/mm/dd
   Date and Time	2018/02/28 12:07:48:48	yyyy/mm/dd hh:mm:ss.SSS
   Long Number	123456789123	Custom > 0

4. Modify the remaining setup data as per your requirement.

   Tip: If you require further information to understand how to fill up the CSV file, refer to the Help associated with the task.

5. Save the file in CSV format and immediately close it to prevent any other change. Ensure that the CSV file size doesn't exceed 10MB. The CSV file is ready for import.

If your file contains setup data with special characters for other languages such as Chinese, you might need to specify Text as the column format to represent such information.

1. Open Microsoft Excel and click the Data tab.

2. In the Get External Data group, click From Text.

3. Navigate to and select the CSV file you downloaded. .

4. Select Delimited as Data Type and click Next.

5. Select Comma as delimiter and click Next.

6. Select Text as column data format for all columns and click Finish. You can now edit the file.

7. Save the file as file type Unicode Text (.txt) and close it.

8. Open the file again using Notepad++:

   1. Find and replace all tab characters with commas.

   2. Change the encoding to Encode in UTF-8.

9. Save and close the file.

10. Change the file extension from .txt to .csv.

11. Save the CSV into a .zip file. Ensure that the CSV file size doesn't exceed 10MB. You can now import the file.

Import Setup Data from a CSV File

To upload the new or modified setup data, follow these steps:

1. Select Import from CSV file from the Actions menu of an offering, a functional area, or a task as appropriate.

2. Select Create New.

3. Select the appropriate .zip file. The application validates that the file corresponds to the selected offering, functional area, or task before you can submit the process.

4. Click Submit.

5. Select Import from CSV file to see the latest processes. Monitor the process until it completes.

6. Select the process once it completes to review the results. If any error occurs, review the details listed in Status Details in the Business Objects section. Fix the issues and import again, if necessary.

7. After you import the setup data successfully, you can verify the loaded data by selecting the task from the Setup page.