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importStandardData

Category

Data submission

Description

Inserts or replaces data in standard accounts.

Permissions Required To Invoke

Import

Parameters Required On Request

Credentials, ImportDataOptions, Version, RowData

 

This method's request contains the parameters that will be used to determine which version will receive the supplied rows of data. Data can be imported into any standard account (GL Account, Custom Account, Assumption, or Exchange Rate) regardless of whether the account has been placed onto a sheet.

Request Format

<?xml version='1.0' encoding='UTF-8'?>
<call method="importStandardData" 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" />
<version name="Budget 2004" isDefault="false" />
<rowData>
   <header>Account|Level|Split Label|Product|Region|11/2005|01/2006</header>
   <rows>
     <row>70110|Corporate Plan||Bunnyrabbit Toy|Western-US|2037|4032</row>
   </rows>
</rowData>
</call>

Each invocation of this API call must contain exactly one element of each of the listed types:

 

 

credentials element

Tag Name

credentials

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.

Attributes of the Element

Attribute Name

Required?

Value

Example

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

password

Y

The password of the user invoking the API method.

my_password

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

instanceCode

N

If the user specified in the credentials has access to more than one instance of Adaptive Planning, 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

Contents of the Element

(none)

 

importDataOptions element

Tag Name

importDataOptions

Description

Specifies the options to be used when performing the import.

Attributes of the Element

Attribute Name

Required?

Value

Example

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

moveBPtr

N

Used only when the planOrActuals attribute is set to Actu­als. 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

Used only when the planOrActuals attribute is set to Actu­als. 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

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

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

Contents of the Element

(none)

 

version element

Tag Name

version

Description

Indicates which version should be used to receive the requested data. A version must be provided for each call.

Attributes of the Element

Attribute Name

Required?

Value

Example

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

Contents of the Element

(none)

 

rowData element

Tag Name

rowData

Description

Container for the rows of data being imported.

Attributes of the Element

(none)

Contents of the Element

Exactly one header element and exactly one rows element.

 

header element

Tag Name

header

Description

Specifies the names and order of the columns of the data in the corresponding rows element.

Attributes of the Element

(none)

Contents of the Element

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 time period codes 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.”

 

rows element

Tag Name

rows

Description

Container for one or more row elements.

Attributes of the Element

(none)

Contents of the Element

One or more row elements.

 

row element

Tag Name

row

Description

Data for a single row being imported.

Attributes of the Element

(none)

Contents of the Element

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. 

Response Format

These are examples of responses for successful and unsuccessful importing of standard account data.

Success Example

<?xml version='1.0' encoding='UTF-8'?>
<response success="true"></response>

Failed (with context)

<?xml version='1.0' encoding='UTF-8'?>
<response success="false">
   <messages>
       <message key="error-empty-account">
           <context>
               <col header="Account" value="" />
               <col header="Level" value="Corporate Plan" />
               <col header="Split Label" value="" />
               <col header="Product" value="Bunnyrabbit Toy" />
               <col header="Region" value="Western-US" />
               <col header="11/2005" value="2037" />
               <col header="01/2006" value="4032" />
     
           </context>
     Account cannot be empty on row 1.
   
       </message>
     </messages>
</response>

Failed (no context)

<?xml version='1.0' encoding='UTF-8'?>
<response success="false">
   <messages>
       <message key="error-empty-account">Account cannot be empty on row 1.</message>

   </messages>
</response>

response element

Tag Name

response

Attributes of the Element

Attribute Name

Required?

Value

Example

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

Contents of the Element

A single optional messages element.

 

messages element

Tag Name

messages

Description

Container for one or more message elements.

Attributes of the Element

(none)

Contents of the Element

One or more message elements.

 

message element

Tag Name

message

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.

Attributes of the Element

Attribute Name

Required?

Value

Example

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

Contents of the Element

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.

 

context element

Tag Name

context

Description

Container for one or more col elements.

Attributes of the Element

Attribute Name

Required?

Value

Example

none

 

 

 

Contents of the Element

One or more col elements.

 

col element

Tag Name

col

Description

Represents the context for the message. Gives a header/value pair so the row generating the message can be identified.

Attributes of the Element

Attribute Name

Required?

Value

Example

header

Y

The header of the column.   

"Account"

value

Y

The value in the column.   

"GL-29482-38233"

Contents of the Element

(none)

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