The first row of the worksheet must include the field names as the column headers. Hiperos 3PM Quick Integration reads this text to import the data to the appropriate fields. NOTE: When importing setup data values, the setup code must be used rather than the display name.
Note: Required fields are marked with an asterisk (*).
Field | Description |
---|---|
ExternalReference (*) | Enter the unique reference key to link to external systems (ERP system, etc). NOTE: this field is required but can be left blank if the SupplierName is populated. |
SupplierName (*) | Enter the name of the supplier. NOTE: this field is required but can be left blank if the ExternalReference is populated. |
Name (*) | Enter the name of the market intelligence. |
Type (*) | Enter the market type.
|
TickerSymbol | Enter the ticker symbol (for automated only). |
Description (*) | Enter a short description of the market intelligence. |
AnnualRevenue | Enter the annual revenue amount (for manual only). |
QuarterlyRevenue | Enter the quarterly revenue amount (for manual only). |
PreviousAnnualRevenue | Enter the previous year's annual revenue amount (for manual only). |
TwoYearPriorAnnualRevenue | Enter the second previous year's annual revenue amount (for manual only). |
NetIncome | Enter the net income amount (for manual only). |
CurrencyCode | Enter the currency code (for manual only).
|
NumberOfEmployees | Enter the number of employees. |
EBITDA | Enter the Earnings Before Interest, Taxes, Depreciation and Amortization value. |
CompetitorTickers | Enter the trading symbol for public companies that compete with the company for which market intelligence is being gathered. |
Valid credentials must be supplied for each Hiperos 3PM Quick Integration request issued in order to succeed.
The 3PM user supplied must be a member of either the 'QuickIntegration' group or the 'QuickIntegration-SupplierMarketIntelligence' group. The QuickIntegration group allows an account to access all Quick Integration resources. The QuickIntegration-SupplierMarketIntelligence group limits access to only the Quick Integration SupplierMarketIntelligence resource. If these groups currently do not exist in your Hiperos 3PM instance, please contact your local 3PM administrator or your Hiperos Customer Services representative to have them created.
HTTP Header | Description |
---|---|
username | Valid Hiperos 3PM Username |
password | Valid Hiperos 3PM Password |
The content type header must contain one of the following types listed below. This is used to identify the file format that is being uploaded. Note: If sending data as an octet-stream, filename is required in the Content-Disposition header.
Content Type Header | File Type |
---|---|
application/vnd.openxmlformats-officedocument.spreadsheetml.sheet | Excel 2007 or later versions (xlsx) |
application/vnd.ms-excel | Excel 2003 or earlier versions (xls) |
text/csv | Comma separated values (csv) |
application/octet-stream |
File format determined by filename value in Content-Disposition e.g. Content-Disposition: form-data; name="file"; filename="user_import.xlsx" |
Status Code | Result | Description |
---|---|---|
201 | Created | New objects succesfully created. |
202 | Accepted | Data has been queued for import (system-generated e-mail confirmation to follow). |
204 | No Content | No new or updated data to import was found or the file was not in the correct format. |
400 | Bad Request | Problem rows and/or columns were found. Review returned validation message in response. |
401 | Unauthorized | Username & password http headers were not found in the request. |
403 | Forbidden | Login failed, was not found or not authorized. |
500 | Server Error | Failed to save import data to database. |