Integrating with Unanet - Unanet Technologies

Unanet IntegrationPresented by Amy Allen and Steve SyrettMay 5, 2011www.unanet.com

About the presentation This Presentation will discuss the various integration capabilities thatare available in the Unanet system. We will have a Q&A at the end of each section of the presentation andat the end the presentation itself. Further information may be obtained from the Unanet helpdocumentation at the following URL:http://www.unanet.com/sites/unadocs/unanet94/unanet_menu/admin/integration.htm If you have additional questions or would like to receive a copy of thispresentation:Email: customeraccountmanagement@unanet.comCopyright © 2011 Unanet Technologies 2

Overview Unanet includes robust integration facilities to assist you inexchanging data between your Unanet system and other systemssuch as Accounting, Payroll, HR, etc.ImportsUnanetAccountingPayroll/HRExportsCopyright © 2011 Unanet Technologies 3

Unanet Import What types of data can be imported?AlternatesLocation - MasterSkill LevelApproval GroupsLocation - Project LevelSkill TypeAssignmentsM&IE BreakdownSkillsCredit Card - AmexOrganizationsTaskCredit Card - GenericOrganization AccessTimeExpensesPer Diem RatesExpense BudgetPersonExpense PlanPerson AccrualsExpense Type - MasterPerson SkillsExpense Type - ProjectPlanned WorkLabor Categories - MasterProjectsLabor Categories - ProjectLevelProject AdministratorsCopyright © 2011 Unanet Technologies 4

Unanet Import How do Imports work?Unanet data entities can be added, updated and sometimes deleted via theImport functionalityImports a standard comma separated values (CSV) formatThe layout of each import type will vary depending on the Unanet data elementbeing importedCan be used in conjunction with Export for mass-update operationsCopyright © 2011 Unanet Technologies 5

Unanet Import File Format RequirementsYou must either supply the data in the default field order sequence (as defined ineach import help page), or, use the appropriate column header tag in which caseyou can import only those columns of interest in any order you desireWhen using the column header tag approach, be sure the first character on thatline is an asterisk and this should be the first row in the fileNote that fields are either always required, conditionally required or optionalIf you don't want to import information for a non-required field, just leave thatfield blankThe file to import must be saved in a comma delimited format. The fields can beenclosed in double quotes which would be necessary should the data being importedcontain commas.Copyright © 2011 Unanet Technologies 6

Unanet Import File Format Requirements (Cont.)You can include comments within your import files by prefixing the row with apound # -- these rows will be ignored by the import logicSome imports support the use of special tags (e.g. !UPDATE!, !RENAME!, !BLANK!,!DELETE!). The help pages identify which fields support the usage of particulartags. These tags are not case sensitive, and you can use upper, lower or mixedcase, however, they must be enclosed between the exclamation points and must bethe first item within a particular field.Each Import type has a corresponding Export template which matches the layout forthat particular Import (more on that later).Copyright © 2011 Unanet Technologies 7

Unanet Import There are three options to initiate an Import:The User InterfaceUse the Command Line Import (CLI)Use the Interface Management Utility (IMU)Copyright © 2011 Unanet Technologies 8

Unanet Import Option 1: Using the User Interface functionalityUnanetUserInterfaceExternal Systemsuch as Accounting,Payroll, HR, etc.ImportProcessDatabaseCSV FileCopyright © 2011 Unanet Technologies 9

Unanet Import User Interface - Example OutputCopyright © 2011 Unanet Technologies 10

Unanet Import Option 2: Using the Command Line Import (CLI) functionalityUnanetUserInterfaceExternal Systemsuch as Accounting,Payroll, HR, etc.ImportProcessCan bescheduledDatabaseCommandLineImportCSV FileCopyright © 2011 Unanet Technologies 11

Unanet Import CLI - Example OutputCopyright © 2011 Unanet Technologies 12

Unanet Import Option 3: Using the Interface Management Utility (IMU)UnanetUserInterfaceCan bescheduledExternal Systemsuch as Accounting,Payroll, HR, etc.ImportProcessDatabaseCommandLine ImportCommandLine ImportCommandLine ImportCSV FileCSV FileCSV FileProcess that obtainsfile(s) to processIMUChecks for Errors andoptionally sendsEmail notificationsManages input files and logs for each run, optionallypurging older data files to conserve disk spaceCopyright © 2011 Unanet Technologies 13

Unanet ImportQuestions on Unanet Import?Copyright © 2011 Unanet Technologies 14

Unanet Export What types of data can be exported?Accounts ReceivableLabor Category - ProjectSkill TypeAlternateLocation - MasterSkillsApproval GroupLocation - ProjectTasksAssignmentOrganizationTimeExpenseOrganization AccessExpense BudgetPeopleExpense PlanPerson AccrualsExpense Type - MasterPerson SkillsExpense Type - ProjectPlanned WorkFixed Price ScheduleProjectsJournal EntryProject AdministratorsLabor Category - MasterSkill LevelCopyright © 2011 Unanet Technologies 15

Unanet Export How do Exports work?Exports can be used to retrieve data from the Unanet systemThe output layout is configurable via “Templates”The output is either a CSV or Fixed Formatted fileCan be used along with the Import to do mass-update operationsCopyright © 2011 Unanet Technologies 16

Unanet Export Export TemplatesCan be created by Administrative usersDefine the type of output (CSV or Fixed Formatted), name and other attributesEstablish the field layout and sorting optionsFields can use a set of powerful expressions to further operate on the dataincluding: decision expressions (IF, SWITCH, CASE) string operators (CONCAT, SUBSTR) Numeric operators (MATH – addition, subtraction, etc.) Formatting options (DATE, NUMBER)Copyright © 2011 Unanet Technologies 17

Unanet Export Like the Import, there are three options to initiate an Export:The User InterfaceUse the Command Line Export (CLE)Use the Interface Management Utility (IMU)Copyright © 2011 Unanet Technologies 18

Unanet Export Option 1: Using the User Interface functionalityUnanetUserInterfaceExternal Systemsuch as Accounting,Payroll, HR, etc.ExportProcessDatabaseOutput FileCopyright © 2011 Unanet Technologies 19

Unanet Export User Interface OutputCopyright © 2011 Unanet Technologies 20

Unanet Export Option 2: Using the Command Line Export (CLE) functionalityUnanetUserInterfaceExportProcessExternal Systemsuch as Accounting,Payroll, HR, etc.Can bescheduledDatabaseCommandLineExportOutput FileCopyright © 2011 Unanet Technologies 21

Unanet Export Option 3: Using the Interface Management Utility (IMU)UnanetUserInterfaceCan bescheduledExternal Systemsuch as Accounting,Payroll, HR, etc.ExportProcessDatabaseCommandLine exportCommandLine exportCommandLine exportOutput FileOutput FileOutput FileIMUProcess that sendsthe file(s) downstreamChecks for Errors andoptionally sendsEmail notificationsManages input files and logs for each run, optionallypurging older data files to conserve disk spaceCopyright © 2011 Unanet Technologies 22

Unanet ExportQuestions on Unanet Export?Copyright © 2011 Unanet Technologies 23