Reference: Data Importer Validation Rules

The

Data Importer

enables you to import bulk data to create new records or to update existing data. You can only use the

Data Importer

for projects and suppliers.

These validation rules apply to both projects and suppliers:

For single and multiselect custom fields, errors occur if you supply a value other than the accepted list. Separate multiselect options with a semicolon and no space.

Example: IT;Marketing;Facilities

Data in a currency field must not contain a currency symbol.

Currency custom fields must not contain a decimal, and you should round to the nearest whole number.

Data can’t contain special characters, such as non-English characters.

Date fields must be in either mm/dd/yyyy or yyyy/mm/dd format in Excel.

The

Data Importer

doesn’t create new custom field options or custom fields that you add to the Excel file.

Workday Strategic Sourcing (WSS) doesn’t validate the number of characters for short text custom fields. It’s possible to import more than 140 characters into a short text custom field.

Contract Validation Rules

Auto-Renewal

is Yes
on an active contract, you must populate the

Renew Number of Times

field.

Auto-Renewal

is Evergreen
,

Contract End Date

must be blank.

Supplier Name

must be an exact match to the name in WSS when importing contracts tied to existing suppliers in Strategic Sourcing. For active Workday suppliers connected to your records, we recommend including the Workday ID of those suppliers in the

External ID

column of the

Suppliers

tab.

You must include the

Supplier Contact Name

and

Contact Email

to connect a contract to a supplier.

Milestone Validation Rules

If you leave the

Assigned At Date

blank in

Milestones

, the

Assigned

date becomes the date of import.

Projects Validation Rules

When importing projects tied to existing suppliers in WSS, Supplier Name must exactly match the name in WSS.

If you populate Project Estimated Start Date, the date must be before the Estimated End Date.

For active projects, you must populate the

Actual Start Date

For completed projects, you must populate

Actual Start Date

and

Actual End Date

. The

Actual Start Date

must be before the

Actual End Date

Suppliers Validation Rules

Data import requires these fields at a minimum:

Supplier Contact First Name

Supplier Contact Last Name

Contact Email

You can’t import these fields:

Workday Accepted Payment Type

Default Payment Type

Supplier Category

Supplier Group

When importing the Risk field, use these selection options:

High

Medium

Low

Any custom selection options that have been configured

If you use the Workday Supplier Connector, you can update existing Suppliers in Strategic Sourcing with the Workday Supplier ID by populating the

External ID

column with Workday Supplier IDs.

The Contact Phone Number field doesn’t have formatting validation. Enter phone numbers with country codes, and using parentheses and dashes.