PeopleSoft

Excel To CI Utility
®
®

The purpose of this workbook is to upload data from Excel into PeopleSoft using the Component Interface to execute business logic for each
transaction. This source workbook contains both worksheets and Excel VBA code modules. The Worksheets can be copied to other workbooks
for distribution without copying the code modules.

Process:
1)
Connection Information sheet: The information provided on this sheet is required to create a new template or submit data to the database. You will need to
specify environment information as well as information in regard to how each transaction should be handled. The Action will be filled in automatically.

2) Template sheet: Here you create the template that you are going to use. The template is based upon the structure of a Component Interface on the
PeopleSoft database.
2.1. New Template: When prompted, enter the name of your PeopleSoft User ID, password, and the Component Interface you wish to use. The connect
information previously provided is used to retrieve the PeopleSoft Component Interface properties. The Component Interface structure is displayed
graphically.
2.2. Manipulate Template: Here input cells are selected for inclusion on the Data Input and Staging & Submisson sheets. The purpose of each button
provided to allow manipulation of the template is more fully described by mousing over the button on the toolbar.
2.3. New Data Input: This button copies the selected input cells into the Data Input sheet. The Data Input sheet becomes active, and you will be prompted
before the structures and data on that sheet are deleted.

3) Data Input sheet: Here you enter data values for submission to the PeopleSoft database.
3.1. Stage Data for Submission: The data entered on the Data Input sheet is then staged in hierarchical form in preparation for submission to the
database.

4) Staging & Submission sheet: The last step is to format the data and submit to the database.
4.1. Submit Data: This submits the data to the database. Your PeopleSoft User ID and Password will be required. Each row submitted is marked with the
reply from the database which will either be OK, Warning, or Error.
4.2. Post Results: This posts the status for each row submitted to the database on the Data Input sheet so that data in a status of error can be corrected
and resubmitted.
Connect Information > Build Template > Input Data > Stage & Submit Data

Web Server Machine Name: rstnssiovm0046.us.oracle.com

Protocol:
HTTP Port: 8000
Portal: EMPLOYEE
PeopleSoft Site Name: ps
Node: PT_LOCAL
Language Code: ENG

Chunking Factor: 40
Error Threshold:

Action: CREATE
plate > Input Data > Stage & Submit Data

46.us.oracle.com
 Enter Connect Information > Template > Input Data > Stage & Submit Data

GP_POSITIVE_INPUT
Collection GP_POSITIVE_INPUT GP_POSITIVE_INPUT
Property KEYPROP_EMPLID KEYPROP_EMPL_RCD
Record Type 000 000
Field Type CHARACTER NUMBER
Field Length 11 3
Key / Required Y/ Y/
Sequence 1 2
Status Line No Record Type Empl ID Empl Record
Template 000
Template 1-0-0
Template 1-1-0
ut Data > Stage & Submit Data

GP_POSITIVE_INPUT GP_POSITIVE_INPUT COLL_GP_PI_MNL_DATA

KEYPROP_GP_PAYGROUP KEYPROP_CAL_ID KEYPROP_PIN_NUM
000 000 1-0-0
CHARACTER CHARACTER NUMBER
10 18 8
Y/R Y/R Y/R
3 4 5
Pay Group Calendar ID PIN Number
COLL_GP_PI_MNL_DATA COLL_GP_PI_MNL_DATA COLL_GP_PI_MNL_DATA
KEYPROP_INSTANCE PROP_ENTRY_TYPE_ID PROP_PI_ACTION_TYPE
1-0-0 1-0-0 1-0-0
NUMBER CHARACTER CHARACTER
3 3 1
Y/ /R /R
6 7 8
Instance Number Entry Type Action Type
COLL_GP_PI_MNL_DATA COLL_GP_PI_MNL_DATA COLL_GP_PI_MNL_DATA
PROP_CURRENCY_CD PROP_GP_RATE PROP_ENTRY_TYPE_RATE
1-0-0 1-0-0 1-0-0
CHARACTER SIGNED_NUMBER CHARACTER
3 12.6 3
/ / /
9 10 11
Currency Code Rate Rate
COLL_GP_PI_MNL_DATA COLL_GP_PI_MNL_DATA COLL_GP_PI_MNL_DATA
PROP_PIN_RATE_NUM PROP_GP_UNIT PROP_ENTRY_TYPE_UNIT
1-0-0 1-0-0 1-0-0
NUMBER SIGNED_NUMBER CHARACTER
8 12.6 3
/ / /
12 13 14
PIN Number - Rate Unit Unit Element Type
COLL_GP_PI_MNL_DATA COLL_GP_PI_MNL_DATA COLL_GP_PI_MNL_DATA
PROP_PIN_UNIT_NUM PROP_GP_BASE PROP_ENTRY_TYPE_BASE
1-0-0 1-0-0 1-0-0
NUMBER SIGNED_NUMBER CHARACTER
8 12.6 3
/ / /
15 16 17
PIN Number - Unit Base Value Base
COLL_GP_PI_MNL_DATA COLL_GP_PI_MNL_DATA COLL_GP_PI_MNL_DATA
PROP_PIN_BASE_NUM PROP_GP_PCT PROP_ENTRY_TYPE_PCT
1-0-0 1-0-0 1-0-0
NUMBER SIGNED_NUMBER CHARACTER
8 3.6 3
/ / /
18 19 20
PIN Number - Base Percent Percent
COLL_GP_PI_MNL_DATA COLL_GP_PI_MNL_DATA COLL_GP_PI_MNL_DATA
PROP_PIN_PCT_NUM PROP_GP_AMT PROP_ENTRY_TYPE_AMT
1-0-0 1-0-0 1-0-0
NUMBER SIGNED_NUMBER CHARACTER
8 12.6 3
/ / /
21 22 23
Percent to Accum Element Amount Amount
COLL_GP_PI_MNL_DATA COLL_GP_PI_MNL_DATA COLL_GP_PI_MNL_DATA
PROP_PIN_AMT_NUM PROP_BGN_DT PROP_END_DT
1-0-0 1-0-0 1-0-0
NUMBER DATE DATE
8 10 10
/ / /
24 25 26
PIN Number - Amount Begin Date End Date
COLL_GP_PI_MNL_DATA COLL_GP_PI_MNL_DATA COLL_GP_PI_MNL_DATA
PROP_BUSINESS_UNIT PROP_DESCR PROP_GP_BATCH_CD
1-0-0 1-0-0 1-0-0
CHARACTER CHARACTER CHARACTER
5 30 10
/ / /
27 28 29
Business Unit Description Batch Code
COLL_GP_PI_MNL_DATA COLL_GP_PI_MNL_DATA COLL_GP_PI_MNL_DATA
PROP_ABS_PRD_BGN_DT PROP_ABS_PRD_END_DT PROP_ABS_BGN_DT
1-0-0 1-0-0 1-0-0
DATE DATE DATE
10 10 10
/ / /
30 31 32
Period Begin Date Period End Date Absence Begin Date
COLL_GP_PI_MNL_DATA COLL_GP_PI_MNL_DATA COLL_GP_PI_MNL_DATA
PROP_ABS_END_DT PROP_FROM_CUR PROP_FROM_AMOUNT
1-0-0 1-0-0 1-0-0
DATE CHARACTER SIGNED_NUMBER
10 3 15.3
/ / /
33 34 35
Absence End Date From Currency Code From Amount
COLL_GP_PI_MNL_DATA COLL_GP_PI_MNL_DATA COLL_GP_PI_MNL_DATA
PROP_RT_TYPE PROP_EFFDT PROP_TO_CUR
1-0-0 1-0-0 1-0-0
CHARACTER DATE CHARACTER
5 10 3
/ / /
36 37 38
Rate Type Effective Date To Currency Code
COLL_GP_PI_MNL_DATA COLL_GP_PI_MNL_DATA COLL_GP_PI_MNL_SOVR
PROP_CONV_AMOUNT RATE_VISUAL KEYPROP_PIN_SOVR_NUM
1-0-0 1-0-0 1-1-0
SIGNED_NUMBER NUMBER NUMBER
15.3 7.8 8
/ / Y/
39 40 41
Converted Amount Conversion Rate Supporting Element Override
COLL_GP_PI_MNL_SOVR COLL_GP_PI_MNL_SOVR COLL_GP_PI_MNL_SOVR
PROP_ENTRY_TYPE_SOVR PROP_SOVR_VAL_CHAR PROP_SOVR_VAL_NUM
1-1-0 1-1-0 1-1-0
CHARACTER CHARACTER SIGNED_NUMBER
3 25 12.6
/R / /
42 43 44
Element Entry Type Character Value Numeric Value
COLL_GP_PI_MNL_SOVR COLL_GP_PI_MNL_SOVR COLL_GP_PI_MNL_SOVR
PROP_SOVR_VAL_DT PROP_PIN_SOVR_SETID_NUM PROP_SETID
1-1-0 1-1-0 1-1-0
DATE NUMBER CHARACTER
10 8 5
/ / /
45 46 47
Date Value Supp Element Set ID PIN Number Set ID
 Enter Connect Information > Build Template > Data Input > Stage & Submit Data

GP_POSITIVE_INPUT
Record Type 000 Record Type 000 Record Type 000 Record Type 000 Record Type 1-0-0 Record Type 1-0-0 Record Type 1-0-0 Record Type 1-0-0 Record Type 1-0-0
Status Empl ID Empl Record Pay Group Calendar ID PIN Number Instance Number Entry Type Action Type Currency Code
Error 1000 02 KP1PG1 VAS 2019M5 01161 01 ER0 A USD
OK 2000 01 KP1PG1 VAS 2019M5 01161 01 ER0 A USD
OK KP0003 0 KP1PG1 VAS 2019M5 01161 01 ER0 A USD
Record Type 1-0-0 Record Type 1-0-0 Record Type 1-0-0
Rate Unit Batch Code
1 1000 VAStest
1 1000 VAStest
1 1000 VAStest
 Enter Connect Information > Build Template > Input Data > Staging & Submission

GP_POSITIVE_INPUT
Status Line No Record Type Empl ID Empl Record Pay Group Calendar ID PIN Number Instance Number Entry Type Action Type Currency Code Rate Rate Unit
Error 5 000 1000 02 KP1PG1 VAS 2019M5
5 1-0-0 01161 01 ER0 A USD 1 1000
5 1-1-0
OK 6 000 2000 01 KP1PG1 VAS 2019M5
6 1-0-0 01161 01 ER0 A USD 1 1000
6 1-1-0
OK 7 000 KP0003 0 KP1PG1 VAS 2019M5
7 1-0-0 01161 01 ER0 A USD 1 1000
7 1-1-0
STOP
Batch Code

VAStest

VAStest

VAStest