Training Session on ExcelToCI
Free Webinar to learn PeopleSoft’s ExcelToCI Tool.
This session teaches how to use Excel To CI Templates to do mass uploads into PeopleSoft. During this webinar, we cover how to find the Component Interface (CI), how to modify the CI, and how to use Excel to configure and submit data. Along the way, we also show advanced tricks.
Webinar Notes with Timestamp
- What We Will Cover @ 1:07
- What is Excel To CI @ 2:07
- Where is the Excel To CI Template @ 4:08
- Finding a CI Template in App Designer @ 7:56
- Connect Tab @ 15:14
- Template Tab @ 18:56
- Data Input Tab @ 27:48
- Advanced Trick: Manual Chunking on Data Input Tab @ 31:28
- Advanced Trick: How to Close the Debug Window @ 34:10
- Stage/Submission Tab @ 35:43
- How to Review Rows in Error @ 37:30
- Advanced Trick: Chunking Factor and Error Threshold Example @ 44:58
- Final Points of Webinar @ 50:49
- Advanced Trick: Submit Blanks as Input @ 53:22
