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Import - What is a universal import?

The Universal Import is more complicated than other import types but extremely powerful.  However, it can be slow to process. The universal import file format is XML.  This means that it supports pare

Updated over 2 weeks ago

The Universal Import is more complicated than other import types but extremely powerful. However, it can be slow to process.

The universal import file format is XML. This means that it supports parent/child relationships in one import.

In general, a series of CSV imports (using flexi header files, or generic imports) will be faster and easier to construct than a universal import. If however, you wish to use the universal import please ask your Equus contact for details.

Example of xml file to insert an approval routing record into an assignment extension (note only one field contains data in the example - row 7):

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Things to Note

  • Importing data or updating value of ASSIGNMENT!INACTIVE field is not supported. This field can still be updated directly in the database by a developer and/or using the checkbox on the Assignment screen.

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