Create Details in the Integrator Sheet

To create a contract agreement, the value in the Header Upload Action column should be either "Create" or Create records". The option "Create records" causes all related child components to default to the same action, while "Create" will only initiate that specific section.

image43

Sheet Structure Examples

The scenarios outlined below demonstrate both single and multiple agreements along with their corresponding Business Unit Access. These examples do not include all essential columns. Please note that the 'Create records' action listed at the header of Agreement is sufficient to generate all the associated child records.

Scenario 1

An agreement with two Business Units Access:

Header Action

Header Details

BU Access Action

BU Access Details

Create records

…​

-

1

2

Once validated the sheet will automatically update to:

Header Action

Header Details

BU Access Action

BU Access Details

Create records

…​

Create records

1

Create records

2

Scenario 2

Two agreements with associated BU Access:

Header Action Header Details BU Access Action BU Access Details

Create records

…​

-

1

-

2

Create records

…​

-

1

-

2

Again, once validated Create records will be added to the sheet automatically.