importConfigurableModelData
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Category |
Data submission |
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Description |
Inserts or replaces data in a modeled sheet. |
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Permissions Required To Invoke |
Import |
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Parameters Required On Request |
Credentials, ImportDataOptions, Version, Sheet, RowData |
This method's request contains the parameters that will be used to determine which sheet and which version will receive the supplied rows of data. This method can either replace all rows currently on the modeled sheet with the import or append the new rows onto the sheet.
Request Format
<?xml version='1.0' encoding='UTF-8'?>
<call method="importConfigurableModelData" callerName="a string that identifies your client application">
<credentials login="sampleuser@company.com" password="my_pwd" instanceCode="INSTANCE1"/>
<importDataOptions planOrActuals="Plan" allowParallel="false" moveBPtr="false" useMappings="false" replaceExisting="2"/>
<version name="Budget 2014" isDefault="false" />
<sheet name="Personnel" isUserAssigned="false" />
<rowData>
<header>Level|Region|Title|JobCode|Benefits|per|Last Name|First Name|ID|Start|End|Hr/Week|Pay Rate|Pay Rate Display Column</header>
<rows>
<row>Corporate Plan|Any|CEO|E1|Yes|Yr|Topdog|Andy|1000|12/20/2013|12/30/2014|80|500,000.12|888,888</row>
</rows>
</rowData>
</call>
Each invocation of this API call must contain exactly one element of each of the listed types:
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Tag Name |
credentials |
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Description |
All API calls must contain a single credentials element to identify the user invoking the API. The API call is then performed as this user (any audit trail or history of actions in the system will show that this user performed the action), and therefore the user must have the required permissions to perform the action in order for the API call to succeed. |
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Attributes of the Element |
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Attribute Name |
Required? |
Value |
Example |
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login |
Y |
The login name of the user invoking the API method. This user must have a role containing the permissions required for the method being invoked. |
sampleuser@company.com |
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password |
Y |
The password of the user invoking the API method. |
my_password |
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locale |
N |
Specify the locale to be used to interpret incoming numbers and dates, and to format outgoing numbers and dates (using the proper thousands separator, time period names, and date formatting). The locale is also used to specify the language in which any system messages in the response should appear. If not specified, en_US (American English) is used. |
fr_FR |
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instanceCode |
N |
If the user specified in the credentials has access to more than one instance of Adaptive Insights, this attribute can be used to specify that the user is intending to access an instance other than their default instance. If not specified, the user's default instance will be used. To determine the available instance codes, use the exportInstances API. |
MYINSTANCE1 |
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Contents of the Element |
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(none) |
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Tag Name |
importDataOptions |
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Description |
Specifies the options to be used when performing the import. |
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Attributes of the Element |
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Attribute Name |
Required? |
Value |
Example |
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planOrActuals |
Y |
Set to one of Plan or Actuals to specify the type of data being imported. If this setting is in conflict with the version specified in the Version tag, the Version tag's value takes precedence and this setting is ignored. |
Plan |
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moveBPtr |
N |
Used only when the data being imported has a set of timespan numbers of each row. If moveBPtr is set to true, the import will move the actuals availability pointer in the actuals version to be the latest time period found in the imported data. If set to false, the import will not affect which time periods show actuals on any version. This attribute must be set to false if planOrActuals is set to “Plan”. |
false |
|
allowParallel |
Y |
If set to true, then an import will proceed even if there is already another actuals or transactions import in process for this instance. If set to false, then an attempt to import will fail if there is already an actuals or transactions import being processed for this instance. |
false |
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useMappings |
N |
Specifies whether to use import mappings for accounts, plans and dimension values inside the row elements. Considered true by default. If false then the internal identifiers should be used: accounts are identified by code, levels and dimension values by name. |
false |
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replaceExisting |
N |
Set to "1" or "true" to replace all existing rows on all levels in the modeled sheet being imported with the new rows being imported (i.e. erase all previously existing rows on all levels). Set to "0" or "false" to append the imported rows to the existing rows, even if the new rows are duplicates. Set to "2" to replace the existing rows on the modeled sheet with the new rows being imported, but only for levels which are being imported. Levels which do not have any unsplit rows in the uploaded spreadsheet will not have their existing rows removed, unless the row was a split of a row that is being replaced by the upload. Default value is true. |
true |
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includeContext |
N |
Specifies whether messages may include the context block. Values are false (never show context) or true (show context if appropriate). If not specified, true is assumed. |
false |
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Contents of the Element |
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(none) |
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Tag Name |
version |
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Description |
Indicates which version should be used to receive the requested data. A version must be provided for each call. |
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Attributes of the Element |
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Attribute Name |
Required? |
Value |
Example |
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name |
N |
The name of the version to be used to receive the data. Only one version can be accessed within a single API call. If a name is not provided, the isDefault flag must be set to true on this element. |
Budget 2014 |
|
isDefault |
N |
If the caller wishes to access the current default version of the instance regardless of its name, this attribute can be set to true, in which case the name attribute of the tag (if present) is ignored. Otherwise, if this value is false or if this attribute is not present, a version with the supplied name must exist and be accessible to the user in order for this call to succeed. |
false |
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Contents of the Element |
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(none) |
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Tag Name |
sheet |
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Description |
Indicates which sheet should receive the imported data. Each API call can target only one sheet's data. |
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Attributes of the Element |
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Attribute Name |
Required? |
Value |
Example |
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name |
Y |
The name of the sheet to which the data will be imported. |
Personnel |
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isUserAssigned |
N |
Indicates whether the sheet is a User-Assigned sheet (found on the Assumptions screen) or not (and therefore found on the Sheets screen). If not specified defaults to false. |
false |
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Contents of the Element |
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(none) |
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Tag Name |
rowData |
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Description |
Container for the rows of data being imported. |
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Attributes of the Element |
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(none) |
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Contents of the Element |
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Exactly one header element and exactly one rows element. |
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header element |
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Tag Name |
header |
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Description |
Specifies the names and order of the columns of the data in the corresponding rows element. |
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Attributes of the Element |
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(none) |
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Contents of the Element |
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A line of text with vertical-bar-separated column names. These column names must correspond to the names of the dimensions or fields on the sheet, or to the codes of the time periods that can contain data. They are identical to the column names found in the Import Template for the sheet to which the data is being imported, with each column header separated from the next by a vertical bar or “pipe symbol.” |
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Tag Name |
rows |
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Description |
Container for one or more row elements. |
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Attributes of the Element |
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(none) |
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Contents of the Element |
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One or more row elements. |
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Tag Name |
row |
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Description |
Data for a single row being imported. |
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Attributes of the Element |
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(none) |
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Contents of the Element |
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Data for the fields in a single row being imported, each field's value separated by a vertical bar or “pipe symbol.” The data fields must be in the same order as the line in the header element. If numbers in the values use thousands separators, they are assumed to be the comma separators used in the locale specified in the credentials of the request. |
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Response Format
These are examples of responses for successful and unsuccessful importing of data.
Success Example
<?xml version='1.0' encoding='UTF-8'?> <response success="true"> <messages> <message key="modeled-import-success">Personnel import successful. Rows imported: 1</message> <message key="modeled-import-replace">All existing rows were replaced.</message> </messages> </response>
Failed (with context)
<?xml version='1.0' encoding='UTF-8'?>
<response success="false">
<messages>
<message key="modeled-import-failed">The Personnel import has failed.</message>
<message key="error-import">Import Failed with the following error: 1 Error(s) Occurred.</message>
<message key="import-detail">Additional information:</message>
<message key="warning-nonexistent-dimension-value">Warning: No data was imported for rows with the following dimension values because the dimension values for Plan do not exist: Development1.</message>
<message key="invalid-plan-choice-withCoordinate">
<context>
<col header="Plan" value="Development1" />
<col header="Region" value="C-US" />
<col header="Title" value="CEO" />
<col header="JobCode" value="E1" />
<col header="Benefits" value="Yes" />
<col header="per" value="Yr" />
<col header="Last Name" value="Topdog" />
<col header="First Name" value="Andy" />
<col header="ID" value="1000" />
<col header="Start" value="12/20/2013" />
<col header="End" value="12/30/2014" />
<col header="Hr/Week" value="80.0" />
<col header="Pay Rate" value="500000.12" />
<col header="Pay Rate Display Column" value="888,888" />
</context>
Invalid Level Choice: Development1 on row 1 column A
</message>
</messages>
</response>
Failed (no context)
<?xml version='1.0' encoding='UTF-8'?>
<response success="false">
<messages>
<message key="modeled-import-failed">The Personnel import has failed.</message>
<message key="error-import">Import Failed with the following error: 1 Error(s) Occurred.</message>
<message key="import-detail">Additional information:</message>
<message key="warning-nonexistent-dimension-value">Warning: No data was imported for rows with the following dimension values because the dimension values for Plan do not exist: Development1.</message>
<message key="invalid-plan-choice-withCoordinate">Invalid Level Choice: Development1 on row 1 column A</message>
</messages>
</response>
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response element |
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Tag Name |
response |
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Attributes of the Element |
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Attribute Name |
Required? |
Value |
Example |
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success |
Y |
Either true or false, indicating whether the API call was successful or not. Even successful calls may contain warning messages in their response. |
true |
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Contents of the Element |
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A single optional messages element. |
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messages element |
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Tag Name |
messages |
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Description |
Container for one or more message elements. |
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Attributes of the Element |
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(none) |
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Contents of the Element |
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One or more message elements. |
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message element |
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Tag Name |
message |
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Description |
Represents a message being sent from the system back to the caller. Messages are used for error messages when requests do not succeed, for warning messages when requests do succeed, and for confirmation messages upon success. |
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Attributes of the Element |
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Attribute Name |
Required? |
Value |
Example |
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key |
N |
When given, a key is a way to identify a particular message or type of message, useful for purposes of automated error logging and recovery in client programs. Keys do not change under different locales of requests, even when the language of the message changes. Keys also are unlikely to change in the future due to wording adjustments or terminology changes. |
invalid-attributevalueid |
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Contents of the Element |
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1. The text of the message. This text is in the language of the locale specified on the request (assuming that locale is supported). The text may also contain variable information such as the number of rows which were processed, or the particular column or value that caused an error. 2. An optional context element. |
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context element |
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Tag Name |
context |
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Description |
Container for one or more col elements. |
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Attributes of the Element |
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Attribute Name |
Required? |
Value |
Example |
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none |
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Contents of the Element |
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One or more col elements. |
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col element |
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Tag Name |
col |
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Description |
Represents the context for the message. Gives a header/value pair so the row generating the message can be identified. |
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Attributes of the Element |
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Attribute Name |
Required? |
Value |
Example |
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header |
Y |
The header of the column. |
"Account" |
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value |
Y |
The value in the column. |
"GL-29482-38233" |
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Contents of the Element |
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(none) |
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