PeopleSoft Excel to CI

Peoplesoft Excel to CIPeopleSoft Excel to CI is an Excel-based utility delivered by PeopleSoft to import data from an Excel spreadsheet into PeopleSoft records. Since it uses a Component Interface (CI), all validations are done on the data being uploaded.

Excel to CI uses macros in Excel extensively. So the macro security level in Excel might need to be lowered for this utility to work. As it uses HTTP and SOAP, there isn’t the need for database connectivity unlike the Import Manager in older versions.

Your PeopleSoft installation will have the Excel to CI utility in the Excel folder under PS_HOME/Excel.

Excel to CI helps to import huge amounts of rows to a maximum of 65,000 rows from an Excel sheet structure directly into a PeopleSoft component. The good thing about this utility being tied to the Component Interface is that it makes sure most of the PeopleCode behind the Components gets fired. All the records associated with the Component get updated. So Compared to a back-end (database) update, Excel to CI is a safe bet.

Here we are going to see the actions in Excel to CI. There are 3 actions – Create, Update and Update data. The actions are available in the second tab of the Excel to CI, which looks like a Stylish Excel Sheet.

peoplesoft-excel-to-ci-actions

Create

Create action is used to Create a New row. This is equal to the “Add” action of a search page. This could be the most widely used among the actions in Excel to CI.

Use Case
When you are adding thousands or hundreds of User profiles to a PeopleSoft System, you first tag a Component Interface (check if it is delivered or not) to the User profile Component, then form the Excel to CI Template. Now we need to add a specific number of rows so choose “Create” in the action text box. It is the first option in the top when the drop-down is clicked.

Update

Do not get carried away by the name. Unlike the name, this action partly functions as a Create. This is used to create/append new child rows. Before inserting a new child row it checks for the parent row keys.

Use Case
When you need to add an effective dated row under level zero parent or an additional address or secondary email, the Update action is used.

Update data

This action functions as per its name. (Blessed indeed 🙂 ). This is used to update the non-key fields after checking the existing key fields.

Use Case
This action is used when you need to update an email address of some users, update the address of some Vendors, and update phone numbers in a personal data component.

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8 Responses
  1. Can ‘update data’ be used to update INTFC_FIN/ INTFC_PHY tables where we have a pending transaction?
    I keep getting unique constraint error.

    • Hi Sawrendra,

      Thanks for stopping by.

      This could be because the change you are trying to make might be causing unique constraint violation. This could happen if you are trying to change a key value to one that’s already present.

  2. Hello,
    When I run the excel to ci, and click on the New Data Input from the Add-Ins menu, I always get a run-time error ‘5’. When I click on Debug, the program stops here:
    Private Sub Worksheet_Activate()
    Application.CommandBars(sToolBarDataInputActions).Visible = True
    End Sub

  3. Hi,
    I need some help on security access for ExcelToCI.
    Kindly let me know if I could get some help here.

  4. hi, can i use ExcelToCI to delete the row of data in Job data?

  5. Hello,
    I would like to ask if there is a limitation with the amount of sequences that can be generated per group ID. For example I am using NEXT for a system generated group id with a control total amount 800,000 generated from the adj of multiple invoices around 30. Therefore the Lines will be 1 to 30 for record type 100. Is there a limitation per group id created?

  6. Anyone know if you can specify multiple cost centers for the ‘same’ asset id when using the Excel to CI? Seems that if you use ‘NEXT’, each line would receive its own asset id.

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