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PeopleSoft

ExcelToCI

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.
Process:
1)
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.
2)

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.

3)

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.

4)

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.

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

Web Server Machine Name: 201.159.143.69


Protocol:
HTTP Port:
Portal:
PeopleSoft Site Name:
Node:
Language Code:

8080
EMPLOYEE
mtitest
ERP
ESP

Chunking Factor: 99999


Error Threshold:
Action: CREATE

plate > Input Data > Stage & Submit Data

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

VAT_BU_PAIR_CI
Collection
Property
Record Type
Field Type
Field Length
Key / Required
Sequence
Status Line No Record Type
Template
000
Template
100
Template
100
Template
100
Template
100
Template
100
Template
100
Template
100
Template
100
Template
100
Template
100
Template
100
Template
100
Template
100
Template
100
Template
100
Template
100

VAT_BU_PAIR_CI
IU_FROM_GLBU
000
CHARACTER
5
Y/R
1
De Unidad Negocio GL

VAT_BU_PAIR_VW1
IU_TO_GLBU
100
CHARACTER
5
Y/R
2
A Unidad Negocio GL

& Submit Data

Enter Connect Information > Build Template > Data Input > Stage & Submit Data
VAT_BU_PAIR_CI
Record Type 000
De Unidad Negocio GL
GMAIM
GMIMM
GMPRO
GMIFI
GMART
GMSAM
GMAIL
GMILC
GMIFM
GMIJE
GMIOX
GMISU
GMISP

Record Type 100


A Unidad Negocio GL
DMCON
DMCON
DMCON
DMCON
DMCON
DMCON
DMCON
DMCON
DMCON
DMCON
DMCON
DMCON
DMCON

Record Type 100


A Unidad Negocio GL
GMDEM
GMDEM
GMDEM
GMDEM
GMDEM
GMDEM
GMDEM
GMDEM
GMDEM
GMDEM
GMDEM
GMDEM
GMDEM

Record Type 100


A Unidad Negocio GL
GMAIF
GMAIF
GMAIF
GMAIF
GMAIF
GMAIF
GMAIF
GMAIF
GMAIF
GMAIF
GMAIF
GMAIF
GMAIF

Record Type 100


A Unidad Negocio GL
GMHSI
GMHSI
GMHSI
GMHSI
GMHSI
GMHSI
GMHSI
GMHSI
GMHSI
GMHSI
GMHSI
GMHSI
GMHSI

Record Type 100


A Unidad Negocio GL
GMIMM
GMAIM
GMAIM
GMAIM
GMAIM
GMAIM
GMAIM
GMAIM
GMAIM
GMAIM
GMAIM
GMAIM
GMAIM

Record Type 100


A Unidad Negocio GL
GMPRO
GMPRO
GMIMM
GMIMM
GMIMM
GMIMM
GMIMM
GMIMM
GMIMM
GMIMM
GMIMM
GMIMM
GMIMM

Record Type 100


A Unidad Negocio GL
GMIFI
GMIFI
GMIFI
GMPRO
GMPRO
GMPRO
GMPRO
GMPRO
GMPRO
GMPRO
GMPRO
GMPRO
GMPRO

Record Type 100


A Unidad Negocio GL
GMART
GMART
GMART
GMART
GMIFI
GMIFI
GMIFI
GMIFI
GMIFI
GMIFI
GMIFI
GMIFI
GMIFI

Record Type 100


A Unidad Negocio GL
GMSAM
GMSAM
GMSAM
GMSAM
GMSAM
GMART
GMART
GMART
GMART
GMART
GMART
GMART
GMART

Record Type 100


A Unidad Negocio GL
GMAIL
GMAIL
GMAIL
GMAIL
GMAIL
GMAIL
GMSAM
GMSAM
GMSAM
GMSAM
GMSAM
GMSAM
GMSAM

Record Type 100


A Unidad Negocio GL
GMILC
GMILC
GMILC
GMILC
GMILC
GMILC
GMILC
GMAIL
GMAIL
GMAIL
GMAIL
GMAIL
GMAIL

Record Type 100


A Unidad Negocio GL
GMIFM
GMIFM
GMIFM
GMIFM
GMIFM
GMIFM
GMIFM
GMIFM
GMILC
GMILC
GMILC
GMILC
GMILC

Record Type 100


A Unidad Negocio GL
GMIJE
GMIJE
GMIJE
GMIJE
GMIJE
GMIJE
GMIJE
GMIJE
GMIJE
GMIFM
GMIFM
GMIFM
GMIFM

Record Type 100


A Unidad Negocio GL
GMIOX
GMIOX
GMIOX
GMIOX
GMIOX
GMIOX
GMIOX
GMIOX
GMIOX
GMIOX
GMIJE
GMIJE
GMIJE

Record Type 100


A Unidad Negocio GL
GMISU
GMISU
GMISU
GMISU
GMISU
GMISU
GMISU
GMISU
GMISU
GMISU
GMISU
GMIOX
GMIOX

Record Type 100


A Unidad Negocio GL
GMISP
GMISP
GMISP
GMISP
GMISP
GMISP
GMISP
GMISP
GMISP
GMISP
GMISP
GMISP
GMISU

Enter Connect Information > Build Template > Input Data > Staging & Submission
VAT_BU_PAIR_CI
Status Line No
OK
5
5
5
5
5
5
5
5
5
5
5
5
5
5
5
5
5
5
OK
6
6
6
6
6
6
6
6
6
6
6
6
6
6
6
6
6
6
OK
7
7
7
7

Record Type
000
100
100
100
100
100
100
100
100
100
100
100
100
100
100
100
100
110
000
100
100
100
100
100
100
100
100
100
100
100
100
100
100
100
100
110
000
100
100
100

De Unidad Negocio GL
GMAIM

A Unidad Negocio GL
DMCON
GMDEM
GMAIF
GMHSI
GMIMM
GMPRO
GMIFI
GMART
GMSAM
GMAIL
GMILC
GMIFM
GMIJE
GMIOX
GMISU
GMISP

GMIMM
DMCON
GMDEM
GMAIF
GMHSI
GMAIM
GMPRO
GMIFI
GMART
GMSAM
GMAIL
GMILC
GMIFM
GMIJE
GMIOX
GMISU
GMISP
GMPRO
DMCON
GMDEM
GMAIF

OK

OK

7
7
7
7
7
7
7
7
7
7
7
7
7
7
8
8
8
8
8
8
8
8
8
8
8
8
8
8
8
8
8
8
9
9
9
9
9
9
9
9
9
9
9
9
9

100
100
100
100
100
100
100
100
100
100
100
100
100
110
000
100
100
100
100
100
100
100
100
100
100
100
100
100
100
100
100
110
000
100
100
100
100
100
100
100
100
100
100
100
100

GMHSI
GMAIM
GMIMM
GMIFI
GMART
GMSAM
GMAIL
GMILC
GMIFM
GMIJE
GMIOX
GMISU
GMISP
GMIFI
DMCON
GMDEM
GMAIF
GMHSI
GMAIM
GMIMM
GMPRO
GMART
GMSAM
GMAIL
GMILC
GMIFM
GMIJE
GMIOX
GMISU
GMISP
GMART
DMCON
GMDEM
GMAIF
GMHSI
GMAIM
GMIMM
GMPRO
GMIFI
GMSAM
GMAIL
GMILC
GMIFM

OK

OK

OK

9
9
9
9
9
10
10
10
10
10
10
10
10
10
10
10
10
10
10
10
10
10
10
11
11
11
11
11
11
11
11
11
11
11
11
11
11
11
11
11
11
12
12
12
12

100
100
100
100
110
000
100
100
100
100
100
100
100
100
100
100
100
100
100
100
100
100
110
000
100
100
100
100
100
100
100
100
100
100
100
100
100
100
100
100
110
000
100
100
100

GMIJE
GMIOX
GMISU
GMISP
GMSAM
DMCON
GMDEM
GMAIF
GMHSI
GMAIM
GMIMM
GMPRO
GMIFI
GMART
GMAIL
GMILC
GMIFM
GMIJE
GMIOX
GMISU
GMISP
GMAIL
DMCON
GMDEM
GMAIF
GMHSI
GMAIM
GMIMM
GMPRO
GMIFI
GMART
GMSAM
GMILC
GMIFM
GMIJE
GMIOX
GMISU
GMISP
GMILC
DMCON
GMDEM
GMAIF

OK

OK

12
12
12
12
12
12
12
12
12
12
12
12
12
12
13
13
13
13
13
13
13
13
13
13
13
13
13
13
13
13
13
13
14
14
14
14
14
14
14
14
14
14
14
14
14

100
100
100
100
100
100
100
100
100
100
100
100
100
110
000
100
100
100
100
100
100
100
100
100
100
100
100
100
100
100
100
110
000
100
100
100
100
100
100
100
100
100
100
100
100

GMHSI
GMAIM
GMIMM
GMPRO
GMIFI
GMART
GMSAM
GMAIL
GMIFM
GMIJE
GMIOX
GMISU
GMISP
GMIFM
DMCON
GMDEM
GMAIF
GMHSI
GMAIM
GMIMM
GMPRO
GMIFI
GMART
GMSAM
GMAIL
GMILC
GMIJE
GMIOX
GMISU
GMISP
GMIJE
DMCON
GMDEM
GMAIF
GMHSI
GMAIM
GMIMM
GMPRO
GMIFI
GMART
GMSAM
GMAIL
GMILC

OK

OK

OK

14
14
14
14
14
15
15
15
15
15
15
15
15
15
15
15
15
15
15
15
15
15
15
16
16
16
16
16
16
16
16
16
16
16
16
16
16
16
16
16
16
17
17
17
17

100
100
100
100
110
000
100
100
100
100
100
100
100
100
100
100
100
100
100
100
100
100
110
000
100
100
100
100
100
100
100
100
100
100
100
100
100
100
100
100
110
000
100
100
100

GMIFM
GMIOX
GMISU
GMISP
GMIOX
DMCON
GMDEM
GMAIF
GMHSI
GMAIM
GMIMM
GMPRO
GMIFI
GMART
GMSAM
GMAIL
GMILC
GMIFM
GMIJE
GMISU
GMISP
GMISU
DMCON
GMDEM
GMAIF
GMHSI
GMAIM
GMIMM
GMPRO
GMIFI
GMART
GMSAM
GMAIL
GMILC
GMIFM
GMIJE
GMIOX
GMISP
GMISP
DMCON
GMDEM
GMAIF

17
17
17
17
17
17
17
17
17
17
17
17
17
17
STOP

100
100
100
100
100
100
100
100
100
100
100
100
100
110

GMHSI
GMAIM
GMIMM
GMPRO
GMIFI
GMART
GMSAM
GMAIL
GMILC
GMIFM
GMIJE
GMIOX
GMISU