Page 74 - Administering the System Participant Guide (SDL)

LESSON 16: EXECUTING IMPORTS AND EXPORTS

Learning Objectives

Use the Admin Export and Admin Import functions to add, delete, or modify system
data and to transfer data to third party systems
• Complete a preformatted import template to add, delete, or modify system data
• Identify required, conditionally required, and optional fields of the import and
templates

Introduction

Administrators can import and export data to modify specific areas of the Unanet
system. Imports can be used to create new data, add to existing data, modify existing
entries, or delete data. Exports can be used to move existing data out of Unanet and
into a third-party system, as in the case of payroll processing, or to manipulate the data
to import the changes back into the system, thereby modifying the system data.

All import and export options are available to the Administrator; the HR
Administrator and P&R Administrator have access to a restricted list of
options.

Unanet has introduced new functionality to enable non-Administrator users to perform
exports and imports and access export and import templates. The Data Export User and
Data Import User roles can only be assigned by the Administrator, with their data
visibility limited by Organization Access. Once a Data Export User or Data Import User
role is assigned, the Administrator can specify which templates will be available to those
users in Admin > Setup > Miscellaneous > Data Import/Export Template Access, which
contains a limited list of templates.

Exporting in Unanet
The Export feature can be used to pull data from the Unanet database in a custom
defined format. This may be particularly useful for feeding data to a downstream
system. This feature can also be used for marking certain types of data as having been
EXTRACTED to help prevent sending the data downstream multiple times and prevent
further update of that data in the case of time and expense actuals.

Lesson 16: Executing Imports and Exports ©2021 Unanet. All rights reserved.
74