Multi-BU / Multi-Period Import

AgrEGG provides a dedicated import workflow for files that cover multiple Business Units, multiple periods, or both in the same process.

When to use it

This workflow is appropriate when:

  • one upload contains data for more than one Business Unit;

  • one upload contains data for more than one reporting period;

  • a central team wants to handle a broader import package in one operation;

  • certification or confirmation must later be managed on the result of that consolidated upload.

Main capabilities

The routes in the auto_import module indicate that this feature supports:

  • dedicated upload pages for multi-BU / multi-period files;

  • result-detail pages after upload;

  • asynchronous upload status checking;

  • configuration pages for multi-BU / multi-period import types;

  • start-upload actions after preparation;

  • certify, decertify, and partial-certify actions on uploaded results.

Import type configuration

Before using the upload flow, administrators may need to define or maintain the corresponding import type configuration.

That configuration typically determines:

  • which file structure is expected;

  • how columns are interpreted;

  • which import logic is applied to the uploaded package;

  • which results can later be certified or partially certified.

Typical workflow

The expected administrative flow is:

  • configure or review the multi-BU / multi-period import type;

  • upload the source file;

  • monitor the upload status if processing is asynchronous;

  • open the detail page for the upload result;

  • review the generated import outcome;

  • certify, decertify, or partially certify the result as needed.

Certification behavior

The dedicated certify, decertify, and partial-certify routes indicate that the uploaded package is not merely stored as a file.

Instead, the workflow supports downstream control over the resulting imported data, which may include:

  • confirming the full package;

  • reverting a previous confirmation;

  • confirming only part of the imported scope.