Inbound Integration

The Inbound Integration screen provides you with information on the files that have been integrated with Preceda via SFTP, and Preceda Time Transactions.csv files. This also records and presents the status and errors that may have occurred in the processing of these files.

This screen summarises an individual record where the essential details of that record is placed at the top-left area of the screen.

 

Prerequisites

  • Preceda Variable *INTEG_QUEUE_MGMT needs to be configured to enable the Integration Queue Management functionality.
  • Configuration file I003 needs to be updated with details of the integration, including the option to check the Integration Lock status before processing files.
  • There are no prerequisites for viewing results of a Preceda Time Transactions.csv files.

Rules and Guidelines

  • This window displays errors, if any are encountered. When there are errors, they can be viewed at screen level or via the link to open the Import Summary Report.

  • If all records in an import file are processed successfully, the status will be set to Success and no errors will be presented.

  • If some records are processed successfully while others are not, the status will be set to Partial Success, and details of the errors can be reviewed via screen or the Import Summary Report.

  • If a failure occurred before the mapper information is generated, you will be prompted with the standard error display with the corresponding error message (i.e. Payrun not found, Format not recognised).

  • Note that the right browselist - Import Error Summary- is only available for XML files. For CSV files, this browselist is hidden. Errors for CSV Files are only available in the Import Summary Report.

  • You can filter the Search Results to find records you want to review.

    The Search Result is based on the Preceda Integration Request File, and sorted by the Received Timestamp with the latest import displayed on top of the list, by default.

Field Information

This read-only field displays the date and time when the file was imported via Secure File Transfer Protocol (SFTP) to Preceda.

Clicking the icon opens the file in a new page. You may hover over the information icon for details on the Source, Reference, Timestamp, and Filename of the import file.

This field is available for both XML and CSV types.

This read-only field indicates the file processing status - whether In Progress (blue), Failed (red), Partial Success (yellow), or Success (green).

Hovering over the tool-tip shows details on the Processing Stage and Processing Status.

This is an identification of the request being processed.

This will only be seen when a Generic XML file is imported and transformed into a Preceda XML Mapper file.

Clicking the icon opens the generated Preceda XML file in a new page. You may hover over the information icon for details on the Transfer Method, Mapper Format, and Payrun Group.

Clicking the icon, if available, opens the report (PDF format) in a new browser window.

 

Import Summary

The Import Summary browselist shows the success or failure of each generated Mapper ID. This enables the targeting of errors.

This is a locally defined variable for the Mapper ID description.

This is the Mapper ID of the screen being processed (e.g. for the Hire Wizard, the Mapper ID is M999777).

This refers to the total number of Mapper records processed.

This refers to the total number of Mapper records accepted.

This refers to the total number of Mapper records rejected.

 

Import Error Summary

The Import Error Summary browselist will only be displayed for Preceda Time Transactions.csv files and XML import files. This list displays errors that occurred when processing the import file.

When clicking an entry on the Import Summary list, information on this browselist is filtered to show errors specific to the selected Mapper ID.

This browselist will display a maximum of 100 records. For reviewing results when more than 100 errors exist, please open the Import Summary Report.

Note that this browselist is only available for Transactions.csv and XML files. For Mapper CSV files, this browselist is hidden. Errors for Mapper CSV Files are only available in the Import Summary Report.

This is a locally defined variable for the Mapper ID description.

This read-only field displays numerical values of up to nine characters to indicate an identification of the Mapper ID record. This is based on the order within the XML file that the record in error was found.

This displays a message on the reason why the error occurred (e.g. Employee ID already exists).

 

Double clicking on any row from either browselists displays the Inbound Integration screen's drilldown. Further information such as the full details of the integration message are provided when you drilldown on any of the Import Request. This includes the details of the hover-over texts from the main screen.

Note that some fields are hidden by default (e.g. External ID, External ID Type). You can have any of these fields displayed in the browselist via the Browselist drop-down > Columns option > tick the corresponding field.

This read-only field displays the date and time when the file was imported from Secure File Transfer Protocol (SFTP) to Preceda.

Clicking the icon opens the file in a new page. You may hover over the information icon for details on the Source, Reference, Timestamp, and Filename of the XML File.

This field is available for both XML and CSV types.

For Generic XML files, this field will display the details configured for the Source System of the import file.

For Generic XML files, this field contains a value that is defined by the source system. It can be used to help match import requests back to the source system. In the case of Workday, this will contain the Integration Event field from the PECI file.

This field is not used for Mapper CSV or XML files.

This field displays the date and time based on the Source File's filename.

This is an identification of the request being processed.

This shows at what stage the process is currently in.

This read-only field indicates the file processing status - whether In Progress (blue), Failed (red), Partial Success (yellow), or Success (green).

This field is reserved for a future enhancement which will deal with automated notifications of import file processing.

This field is reserved for a future enhancement which will deal with automated notifications of import file processing.

Clicking the icon, if available, opens the report (PDF format) in a new browser window.

This displays the method used for the file transfer:

Transfer Method Description
SFTP Secure File Transfer Protocol (SFTP) is used for all Mapper files and Generic XML files.
CONNECTOR Preceda Connector is used for Transactions.csv files.

 

This displays the format of the file being imported:

Format Description
XML Mapper and Generic XML Files
CSV Mapper CSV Files
PTCM Preceda Time Transactions.csv Files

 

If the import file was specific to an individual Payrun Group, this displays the Payrun Group being processed.

This is a drop-down list of all Mapper IDs for the particular Request ID.

The selection on this drop-down is displayed on the Request Details browselist which you may filter. All represents no filter, while Failed displays entries with a Status of failed and Successful sorts entries to only show successful Status.

On the selection/ change of value, the Import Request Details browselist is filtered accordingly.

Note: The Import Request drop-down, Request Details browselist as well as the Filter are hidden for CSV as that detail is not available for CSV files processed.

When clicking on any record in the Import Request browselist, an additional list will be displayed at the right-hand side of the window showing the actual field population of the selected Mapper record.