Importing data

  1. On the SPE home page, select Data Management > Import.
  2. On the list view of the Import tab, select the name of the object to import.
  3. Use these steps to select the file to import:
    1. In your local folder, select the file to import.
    2. Drag and drop the file into the Import CSV File box.
    3. Click Upload files and select the file to import.
    4. Click Open.
  4. Use these steps for Datapoint import:
    1. Select Reporting standard.
    2. Specify the version for the standard. The version is used to identify a different set of datapoints for the same reporting standard.
  5. Click Import data. A confirmation window is displayed, showing a preview of the data to import. These data rows can be reviewed before the import.
    Note: To proceed importing the data, click Yes. A progress bar shows the progress of the import process. To stop the process, click Cancel. If an error occurs during import, close the error message and try again. If the issue persists, contact Infor Support.
  6. Click Close.
    Import results show the statistics on data imported during the process.
  7. To update the details of existing records, select one of these options:
    • Organization- if the imported record has the same organization code as an existing record in SPE, the system updates the existing record instead of creating a new one. For organization parts that you move from one parent to another through import, you must manually delete the record attached to the original parent or tag the record as inactive.
    • Actual Metric Values- if the imported record has the same metric or KPI, organization, and period as an existing record in SPE, then the existing record is updated.
    • Datapoints- if the imported record has the same reporting standard, version, and datapoint code as an existing record in SPE, then the existing record is updated.