Data Loader

The AdaptiveWork Data Loader is a web based tool that does not require installation. It can be launched from within AdaptiveWork so that no login is required. Just follow a few simple steps and the data you always wanted to see inside AdaptiveWork will be available.

About This App

Easy to Use

The Data Loader’s user interface is intuitive and easy to use. Feedback messages are also embedded to help track data issues in the process. In five steps you can load your data into AdaptiveWork:

Identify the AdaptiveWork entity you want to load the data into
Map the AdaptiveWork fields to the ones available in your data file
Create an Excel or CSV file with the field names in the headers and the data in the rows
Open the AdaptiveWork Data Loader from within AdaptiveWork
Upload the file and hit the update button

Data Types

Any data type is supported, including reference to object various types. For example, you can: load cases and link them to a work item, add tasks within specific projects, add resources and reviewers in the imported work item and even load timesheet entries and link them to the relevant work items.

Tracking and Load History

Once the load is complete, an email will be sent to your email address and a task will be created under a default project in your organization. The task will include attachments, the original data file and a messages log list from the load process and an undo file with the list of inserted objects. That way you will always be able to go back, track your actions and even rollback the transaction if required.

Technical Specification

Once the app is installed, your account will be updated with 3 new custom actions:

Organization – “Data Loader” – This action enables you to load any type of object into your organization
Project – “Work Plan Loader” – This action enables you to load any work item structure into the selected project
Task – “Rollback Load” – This action enables you to rollback an entire Load transaction to the specifically selected task. This custom action is only available for Super Users

API Support

You can also activate this load process by invoking a SOAP web service.

The Interface Function Format Is

Public UpdateErrorNative Load(string sessionId, string fileName, string entityType, byte fileContent, bool validateOnly)

To activate this functionality, please contact your AdaptiveWork representative

Limitations

Before installing, please ensure your account has sufficient customization to allow this application to be installed
Please note that the application is limited and can only load files with up to 5K rows.
An alert message will be shown if a non Admin/ Financial User/ Super User, will try to use this app. Admins are encouraged to restrict the usage by adding these limitation on the Custom Actions.