Import Organization

Privilege Needed: Administrator

This feature allows Administrators to import 'organization' information into the Unanet system. This Organization information can be either new entries or the data on the import can be used to update existing organization data. The table below shows all the fields that are on the organization (aka customer) table that can be imported.

	Field Name	Required/Description
1	Organization Code	ALWAYS REQUIRED. The Organization Code is the abbreviation for the company, agency, department, or division (depending on your usage) and is a unique code. For example, CSI or csi (It does not need to be capitalized.) If this Organization Code already exists on the database, information for this existing Organization will be updated.
2	Organization Name	ALWAYS REQUIRED. This field can be store up to 128 characters.
3	Parent Organization Code	This field allows you to enter a Parent Organization (code) if you wish to enter your organizations in a hierarchical manner (tree). The Parent Organization must be an existing organization in Unanet, otherwise this Organization record will not be imported. You can leave this field blank.
4	Organization Type	The type of the Organization. Click here to see more about Organization Types. This Organization Type must be an existing organization type in Unanet, otherwise this Organization record will not be imported. You can leave this field blank.
5	Organization Size	The size of the Organization. Enter any Integer number (it can not be a decimal number.) If the data in this field is not an integer, this information will not be saved. This field can be blank.
6	Account Number	This field can store up to 25 characters. This field can be blank.
7	SIC Code	This field can store up to 10 characters. This field can be blank.
8	Classification	This field can store up to 25 characters. This field can be blank.
9	Industry	This field can store up to 64 characters. This field can be blank.
10	Sector	This field can store up to 64 characters. This field can be blank.
11	Stock Symbol	This field can store up to 10 characters. This field can be blank.
12	URL	This field can store up to 128 characters. This field can be blank.
13	User Defined 1	This field can store up to 128 characters. This field can be blank.
14	User Defined 2	This field can store up to 128 characters. This field can be blank.
15	User Defined 3	This field can store up to 128 characters. This field can be blank.
16	User Defined 4	This field can store up to 128 characters. This field can be blank.
17	User Defined 5	This field can store up to 128 characters. This field can be blank.
18	User Defined 6	This field can store up to 128 characters. This field can be blank.
19	User Defined 7	This field can store up to 128 characters. This field can be blank.
20	User Defined 8	This field can store up to 128 characters. This field can be blank.
21	User Defined 9	This field can store up to 128 characters. This field can be blank.
22	User Defined 10	This field can store up to 128 characters. This field can be blank.

Import File Format

The file to import must be saved in a comma delimited format. The fields can be enclosed in double quotes -- which would be particularly necessary should the data being imported contain commas.

Examples:

field1,field2,field3
"field1","field2","field3"
field1,"data containing commas (like this), should be double quoted",field3

Other file format requirements:

Each record must be in the same order as the table above
Note that some fields are always required
If you don't want to import information for a non-required field, just leave this field blank
If a given record does not contain a value for every field, the import will assume the remaining values are blank
The values for Organization Type must match existing Organization Types previously setup in Unanet

You can create the comma delimited import file with any number of tools. For those interested in using an Excel spreadsheet to create the file, you can click here to download an Excel Template with predefined headers and required fields.

EXCEL NOTE: the fields that start with ** are required fields.

EXCEL NOTE: Excel may add the double quotes around fields for you. If using the excel spreadsheet template -- note that excel will automatically put double quotes around fields that contain commas. Manually adding double quotes within excel would result in two sets of double quotes in the .csv file and thus cause an error on import.

EXCEL NOTE: When creating a comma delimited file using Excel, the saved ascii text file will contain a header row. This row will be ignored by the import process and will not create any import warnings. The import process will ignore the header (as well as any other rows) that begin with: #CODE# or **

Import Organization Screen

The Import Organization screen simply looks like:

You select the file you would like to import and press the import button. The import process will commit all data that passes the necessary validations. That may result in some records being fully imported -- some may be partially imported -- and others may be rejected all together.

All Warnings and Error messages are written to the screen and can then be saved if desired.

Command Line Import

As an alternative to using the Import Screen described above, you can also invoke imports using the command line import functionality. This functionality allows you to invoke an import without accessing the Unanet system application (user interface). This may be useful if you would like to write an external process to extract data from an upstream system and programmatically load it into Unanet (without user intervention).

ImportDiff Utility

If you use the Unanet imports on a regular basis to keep your Unanet data in sync with an external system, and do not have the ability to export only new transactions from the external system, you might be feeding Unanet with a complete reload of data with each run. In this case, this type of utility may be useful, for example, to compare the contents of yesterday's load file with today's load file --- to identify on those new or changed records. This could be a useful step if you have very large data volumes. Check out the ImportDiff Utility for more information.

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