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 prior to import. You can proceed with the import if the records are correct. If the records are not as expected, you can cancel the import to correct the file or adjust the mapping.
    1. If you choose to proceed, a progress bar displays the status of the import process.
    2. If an error is encountered, check the error description to understand the reason for the issue.

    See Understand errors during data 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.
    Note:  For organization parts that are moved from one parent to another through import, you must manually delete the record attached to the original parent or tag the record as inactive.