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 SupplierName is used. |
SupplierName (*) | Enter the name of the supplier. NOTE: this field is required but can be left blank if ExternalReference is used. |
FirstName (*) | Enter the first name of the principal. |
MiddleName | Enter the middle name of the principal. |
LastName (*) | Enter the last name of the principal. |
PercentageOwnership (*) | Enter the ownership percent. |
Title | Enter the title of the principal. Must match an existing title defined under Setup Data Management. |
Enter the email address. | |
Phone | Enter the phone number. |
Tenure | Enter the years of tenure. |
Gender | Enter the gender: Male or Female. |
Ethnicity | Enter the ethnicity. Must match an existing supplier principal ethnicity defined under Setup Data Management. |
Disabled | [Yes or No] Enter Yes if disabled. |
udfs_<fieldname> | Enter one column for each Supplier Principal UDF to be entered. Enter the field name of the UDF to import in each column, and the value for each supplier principal in the rows. Must match an existing r.portal UDF name for Supplier Principals. NOTE: field name must be in the format udfs_<fieldname> |
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-SupplierPrincipals' group. The QuickIntegration group allows an account to access all Quick Integration resources. The QuickIntegration-SupplierPrincipals group limits access to only the Quick Integration SupplierPrincipals 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. |