ExcelToCI

Process:

1)

2)

3)

4)

The purpose of this workbook is to upload data from Excel into PeopleSoft using the Component Interface to execute business logic for each transaction. This source workbook contains both worksheets and Excel VBA code modules. The Worksheets can be copied to other workbooks for distribution without copying the code modules.

Connection Information sheet: The information provided on this sheet is required to create a new template or submit data to the database. You will need to specify environment information as well as information in regard to how each transaction should be handled. The Action will be filled in automatically.

Template sheet: Here you create the template that you are going to use. The template is based upon the structure of a Component Interface on the PeopleSoft database.

2.1. New Template: When prompted, enter the name of your PeopleSoft User ID, password, and the Component Interface you wish to use. The connect information previously provided is used to retrieve the PeopleSoft Component Interface properties. The Component Interface structure is displayed graphically.

2.2. Manipulate Template: Here input cells are selected for inclusion on the Data Input and Staging & Submisson sheets. The purpose of each button provided to allow manipulation of the template is more fully described by mousing over the button on the toolbar.2.3. New Data Input: This button copies the selected input cells into the Data Input sheet. The Data Input sheet becomes active, and you will be prompted before the structures and data on that sheet are deleted.

Data Input sheet: Here you enter data values for submission to the PeopleSoft database.

3.1. Stage Data for Submission: The data entered on the Data Input sheet is then staged in hierarchical form in preparation for submission to the database.

Staging & Submission sheet: The last step is to format the data and submit to the database.

4.1. Submit Data: This submits the data to the database. Your PeopleSoft User ID and Password will be required. Each row submitted is marked with the reply from the database which will either be OK, Warning, or Error.

4.2. Post Results: This posts the status for each row submitted to the database on the Data Input sheet so that data in a status of error can be corrected and resubmitted.

PeopleSoft®PeopleSoft®

Web Server Machine Name: 201.159.143.69

Protocol:HTTP Port: 8080

Portal: EMPLOYEEPeopleSoft Site Name: mtitest

Node: ERPLanguage Code: ESP

Chunking Factor: 99999Error Threshold:

Action: CREATE

Connect Information > Build Template > Input Data > Stage & Submit Data

Connect Information > Build Template > Input Data > Stage & Submit Data

VAT_BU_PAIR_CI

Collection VAT_BU_PAIR_CI VAT_BU_PAIR_VW1Property IU_FROM_GLBU IU_TO_GLBU

Record Type 000 100Field Type CHARACTER CHARACTER

Field Length 5 5Key / Required Y/R Y/R

Sequence 1 2Status Line No Record Type De Unidad Negocio GL A Unidad Negocio GLTemplate 000Template 100Template 100Template 100Template 100Template 100Template 100Template 100Template 100Template 100Template 100Template 100Template 100Template 100Template 100Template 100Template 100

Enter Connect Information > Template > Input Data > Stage & Submit Data

Enter Connect Information > Template > Input Data > Stage & Submit Data

VAT_BU_PAIR_CIRecord Type 000 Record Type 100 Record Type 100 Record Type 100 Record Type 100 Record Type 100 Record Type 100De Unidad Negocio GL A Unidad Negocio GL A Unidad Negocio GL A Unidad Negocio GL A Unidad Negocio GL A Unidad Negocio GL A Unidad Negocio GLGMAIM DMCON GMDEM GMAIF GMHSI GMIMM GMPROGMIMM DMCON GMDEM GMAIF GMHSI GMAIM GMPROGMPRO DMCON GMDEM GMAIF GMHSI GMAIM GMIMMGMIFI DMCON GMDEM GMAIF GMHSI GMAIM GMIMMGMART DMCON GMDEM GMAIF GMHSI GMAIM GMIMMGMSAM DMCON GMDEM GMAIF GMHSI GMAIM GMIMMGMAIL DMCON GMDEM GMAIF GMHSI GMAIM GMIMMGMILC DMCON GMDEM GMAIF GMHSI GMAIM GMIMMGMIFM DMCON GMDEM GMAIF GMHSI GMAIM GMIMMGMIJE DMCON GMDEM GMAIF GMHSI GMAIM GMIMM

GMIOX DMCON GMDEM GMAIF GMHSI GMAIM GMIMMGMISU DMCON GMDEM GMAIF GMHSI GMAIM GMIMMGMISP DMCON GMDEM GMAIF GMHSI GMAIM GMIMM

Enter Connect Information > Build Template > Data Input > Stage & Submit Data

Record Type 100 Record Type 100 Record Type 100 Record Type 100 Record Type 100 Record Type 100 Record Type 100A Unidad Negocio GL A Unidad Negocio GL A Unidad Negocio GL A Unidad Negocio GL A Unidad Negocio GL A Unidad Negocio GL A Unidad Negocio GLGMIFI GMART GMSAM GMAIL GMILC GMIFM GMIJEGMIFI GMART GMSAM GMAIL GMILC GMIFM GMIJEGMIFI GMART GMSAM GMAIL GMILC GMIFM GMIJEGMPRO GMART GMSAM GMAIL GMILC GMIFM GMIJEGMPRO GMIFI GMSAM GMAIL GMILC GMIFM GMIJEGMPRO GMIFI GMART GMAIL GMILC GMIFM GMIJEGMPRO GMIFI GMART GMSAM GMILC GMIFM GMIJEGMPRO GMIFI GMART GMSAM GMAIL GMIFM GMIJEGMPRO GMIFI GMART GMSAM GMAIL GMILC GMIJEGMPRO GMIFI GMART GMSAM GMAIL GMILC GMIFM

GMPRO GMIFI GMART GMSAM GMAIL GMILC GMIFMGMPRO GMIFI GMART GMSAM GMAIL GMILC GMIFMGMPRO GMIFI GMART GMSAM GMAIL GMILC GMIFM

Record Type 100 Record Type 100 Record Type 100A Unidad Negocio GL A Unidad Negocio GL A Unidad Negocio GLGMIOX GMISU GMISPGMIOX GMISU GMISPGMIOX GMISU GMISPGMIOX GMISU GMISPGMIOX GMISU GMISPGMIOX GMISU GMISPGMIOX GMISU GMISPGMIOX GMISU GMISPGMIOX GMISU GMISPGMIOX GMISU GMISP

GMIJE GMISU GMISPGMIJE GMIOX GMISPGMIJE GMIOX GMISU

VAT_BU_PAIR_CIStatus Line No Record Type De Unidad Negocio GL A Unidad Negocio GLOK 5 000 GMAIM 5 100 DMCON 5 100 GMDEM 5 100 GMAIF 5 100 GMHSI 5 100 GMIMM 5 100 GMPRO 5 100 GMIFI 5 100 GMART 5 100 GMSAM 5 100 GMAIL 5 100 GMILC 5 100 GMIFM 5 100 GMIJE 5 100 GMIOX 5 100 GMISU 5 100 GMISP 5 110OK 6 000 GMIMM 6 100 DMCON 6 100 GMDEM 6 100 GMAIF 6 100 GMHSI 6 100 GMAIM 6 100 GMPRO 6 100 GMIFI 6 100 GMART 6 100 GMSAM 6 100 GMAIL 6 100 GMILC 6 100 GMIFM 6 100 GMIJE 6 100 GMIOX 6 100 GMISU 6 100 GMISP 6 110OK 7 000 GMPRO 7 100 DMCON 7 100 GMDEM 7 100 GMAIF

Enter Connect Information > Build Template > Input Data > Staging & Submission

7 100 GMHSI 7 100 GMAIM 7 100 GMIMM 7 100 GMIFI 7 100 GMART 7 100 GMSAM 7 100 GMAIL 7 100 GMILC 7 100 GMIFM 7 100 GMIJE 7 100 GMIOX 7 100 GMISU 7 100 GMISP 7 110OK 8 000 GMIFI 8 100 DMCON 8 100 GMDEM 8 100 GMAIF 8 100 GMHSI 8 100 GMAIM 8 100 GMIMM 8 100 GMPRO 8 100 GMART 8 100 GMSAM 8 100 GMAIL 8 100 GMILC 8 100 GMIFM 8 100 GMIJE 8 100 GMIOX 8 100 GMISU 8 100 GMISP 8 110OK 9 000 GMART 9 100 DMCON 9 100 GMDEM 9 100 GMAIF 9 100 GMHSI 9 100 GMAIM 9 100 GMIMM 9 100 GMPRO 9 100 GMIFI 9 100 GMSAM 9 100 GMAIL 9 100 GMILC 9 100 GMIFM

9 100 GMIJE 9 100 GMIOX 9 100 GMISU 9 100 GMISP 9 110OK 10 000 GMSAM 10 100 DMCON 10 100 GMDEM 10 100 GMAIF 10 100 GMHSI 10 100 GMAIM 10 100 GMIMM 10 100 GMPRO 10 100 GMIFI 10 100 GMART 10 100 GMAIL 10 100 GMILC 10 100 GMIFM 10 100 GMIJE 10 100 GMIOX 10 100 GMISU 10 100 GMISP 10 110OK 11 000 GMAIL 11 100 DMCON 11 100 GMDEM 11 100 GMAIF 11 100 GMHSI 11 100 GMAIM 11 100 GMIMM 11 100 GMPRO 11 100 GMIFI 11 100 GMART 11 100 GMSAM 11 100 GMILC 11 100 GMIFM 11 100 GMIJE 11 100 GMIOX 11 100 GMISU 11 100 GMISP 11 110OK 12 000 GMILC 12 100 DMCON 12 100 GMDEM 12 100 GMAIF

12 100 GMHSI 12 100 GMAIM 12 100 GMIMM 12 100 GMPRO 12 100 GMIFI 12 100 GMART 12 100 GMSAM 12 100 GMAIL 12 100 GMIFM 12 100 GMIJE 12 100 GMIOX 12 100 GMISU 12 100 GMISP 12 110OK 13 000 GMIFM 13 100 DMCON 13 100 GMDEM 13 100 GMAIF 13 100 GMHSI 13 100 GMAIM 13 100 GMIMM 13 100 GMPRO 13 100 GMIFI 13 100 GMART 13 100 GMSAM 13 100 GMAIL 13 100 GMILC 13 100 GMIJE 13 100 GMIOX 13 100 GMISU 13 100 GMISP 13 110OK 14 000 GMIJE 14 100 DMCON 14 100 GMDEM 14 100 GMAIF 14 100 GMHSI 14 100 GMAIM 14 100 GMIMM 14 100 GMPRO 14 100 GMIFI 14 100 GMART 14 100 GMSAM 14 100 GMAIL 14 100 GMILC

14 100 GMIFM 14 100 GMIOX 14 100 GMISU 14 100 GMISP 14 110OK 15 000 GMIOX 15 100 DMCON 15 100 GMDEM 15 100 GMAIF 15 100 GMHSI 15 100 GMAIM 15 100 GMIMM 15 100 GMPRO 15 100 GMIFI 15 100 GMART 15 100 GMSAM 15 100 GMAIL 15 100 GMILC 15 100 GMIFM 15 100 GMIJE 15 100 GMISU 15 100 GMISP 15 110OK 16 000 GMISU 16 100 DMCON 16 100 GMDEM 16 100 GMAIF 16 100 GMHSI 16 100 GMAIM 16 100 GMIMM 16 100 GMPRO 16 100 GMIFI 16 100 GMART 16 100 GMSAM 16 100 GMAIL 16 100 GMILC 16 100 GMIFM 16 100 GMIJE 16 100 GMIOX 16 100 GMISP 16 110OK 17 000 GMISP 17 100 DMCON 17 100 GMDEM 17 100 GMAIF

17 100 GMHSI 17 100 GMAIM 17 100 GMIMM 17 100 GMPRO 17 100 GMIFI 17 100 GMART 17 100 GMSAM 17 100 GMAIL 17 100 GMILC 17 100 GMIFM 17 100 GMIJE 17 100 GMIOX 17 100 GMISU 17 110STOP