To import and export data and perform functions for general automation and administration within BlackLine® as part of a chain, add a step that uses a BlackLine OAuth2 connection command.
Note: When you use a command to import data into BlackLine, a different data structure is required based on the import type. Wdata handles this for you, but the data's format should map to the BlackLine Import Templates.
To enable these commands, an IT admin first configures a BlackLine OAuth2 connection.
Account settings
To import account settings data in a comma-separated values (CSV) file to BlackLine, add an Account Settings command.
Properties
| Property |
Detail |
| Delimiter |
Enter the delimiter used in the CSV file. |
| CSV data source |
Enter the CSV file that contains the data for the Account Settings import. |
| Column mappings |
The import requires a specific column order, as prescribed in the BlackLine Import Template. If the CSV file has the same header names as the import template, leave blank. Otherwise, map the columns in the CSV to the columns in the import template, such as ID -> Entity Unique Identifier. |
Outputs
| Output |
Output type |
| Import |
JSON |
Exit codes
| Code |
Type |
Detail |
| 0 |
Success |
Success |
| 1 |
Error |
There was an error with the import |
Accounts
To import account data in a CSV file to BlackLine, add an Accounts command.
Properties
| Property |
Detail |
| Delimiter |
Enter the delimiter used in the CSV file. |
| CSV data source |
Enter the CSV file that contains the data for the Accounts import. |
| Column mappings |
The import requires a specific column order, as prescribed in the BlackLine Import Template. If the CSV file has the same header names as the import template, leave blank. Otherwise, map the columns in the CSV to the columns in the import template, such as ID -> Entity Unique Identifier. |
Outputs
| Output |
Output type |
| Import |
JSON |
Exit codes
| Code |
Type |
Detail |
| 0 |
Success |
Success |
| 1 |
Error |
There was an error with the import |
Bank balances
To import bank balance data in a CSV file to BlackLine, add a Bank Balances command.
Properties
| Property |
Detail |
| Delimiter |
Enter the delimiter used in the CSV file. |
| CSV data source |
Enter the CSV file that contains the data for the Bank Balances import. |
| Column mappings |
The import requires a specific column order, as prescribed in the BlackLine Import Template. If the CSV file has the same header names as the import template, leave blank. Otherwise, map the columns in the CSV to the columns in the import template, such as ID -> Entity Unique Identifier. |
Outputs
| Output |
Output type |
| Import |
JSON |
Exit codes
| Code |
Type |
Detail |
| 0 |
Success |
Success |
| 1 |
Error |
There was an error with the import |
Currency rates
To import currency rates data in a CSV file to BlackLine, add a Currency Rates command.
Properties
| Property |
Detail |
| Delimiter |
Enter the delimiter used in the CSV file. |
| CSV data source |
Enter the CSV file that contains the data for the Currency Rates import. |
| Column mappings |
The import requires a specific column order, as prescribed in the BlackLine Import Template. If the CSV file has the same header names as the import template, leave blank. Otherwise, map the columns in the CSV to the columns in the import template, such as ID -> Entity Unique Identifier. |
Outputs
| Output |
Output type |
| Import |
JSON |
Exit Codes
| Code |
Type |
Detail |
| 0 |
Success |
Success |
| 1 |
Error |
There was an error with the import |
Download report
To download a report from BlackLine, add a Download Report command.
Note: To ensure a report is available to download, we recommend you create schedule in BlackLine to automatically run the report on a regular interval, such as every 30-45 days.
Properties
| Property |
Detail |
| Report ID |
Enter the ID of the report to download. |
| Format |
Select the format of the report. |
Outputs
| Output |
Output type |
| Report |
File |
Exit codes
| Code |
Type |
Detail |
| 0 |
Success |
Success |
| 1 |
Error |
There was an error with the import |
Entities
To imports entities data in a CSV file to BlackLine, add an Entities command.
Properties
| Property |
Detail |
| Delimiter |
Enter the delimiter used in the CSV file. |
| CSV data source |
Enter the CSV file that contains the data for the Entities import. |
| Column mappings |
The import requires a specific column order, as prescribed in the BlackLine Import Template. If the CSV file has the same header names as the import template, leave blank. Otherwise, map the columns in the CSV to the columns in the import template, such as ID -> Entity Unique Identifier. |
Outputs
| Output |
Output type |
| Import |
JSON |
Exit codes
| Code |
Type |
Detail |
| 0 |
Success |
Success |
| 1 |
Error |
There was an error with the import |
Entity types
To import entity types data in a CSV file to BlackLine, add an Entity Types command.
Properties
| Property |
Detail |
| Delimiter |
Enter the delimiter used in the CSV file. |
| CSV data source |
Enter the CSV file that contains the data for the Entity Types import. |
| Column mappings |
The import requires a specific column order, as prescribed in the BlackLine Import Template. If the CSV file has the same header names as the import template, leave blank. Otherwise, map the columns in the CSV to the columns in the import template, such as ID -> Entity Unique Identifier. |
Outputs
| Output |
Output type |
| Import |
JSON |
Exit codes
| Code |
Type |
Detail |
| 0 |
Success |
Success |
| 1 |
Error |
There was an error with the import |
Items
To import items data in a CSV file to BlackLine, add an Items command.
Properties
| Property |
Detail |
| Delimiter |
Enter the delimiter used in the CSV file. |
| CSV data source |
Enter the CSV file that contains the data for the Items import. |
| Column mappings |
The import requires a specific column order, as prescribed in the BlackLine Import Template. If the CSV file has the same header names as the import template, leave blank. Otherwise, map the columns in the CSV to the columns in the import template, such as ID -> Entity Unique Identifier. |
Outputs
| Output |
Output type |
| Import |
JSON |
Exit codes
| Code |
Type |
Detail |
| 0 |
Success |
Success |
| 1 |
Error |
There was an error with the import |
List reports
To lists the reports available for download in BlackLine, add a List Reports command.
Note: To ensure reports are available to download, we recommend you create schedule in BlackLine to automatically run the reports on a regular interval, such as every 30-45 days.
Properties
None
Outputs
| Output |
Output type |
| Report |
File |
Exit codes
| Code |
Type |
Detail |
| 0 |
Success |
Success |
| 1 |
Error |
There was an error with the import |
Multi-currency balances
To imports multi-currency balances data in a CSV file to BlackLine, add a Multi-Currency Balances command.
Properties
| Property |
Detail |
| Delimiter |
Enter the delimiter used in the CSV file. |
| CSV data source |
Enter the CSV file that contains the data for the Multi-Currency Balances import. |
| Column mappings |
The import requires a specific column order, as prescribed in the BlackLine Import Template. If the CSV file has the same header names as the import template, leave blank. Otherwise, map the columns in the CSV to the columns in the import template, such as ID -> Entity Unique Identifier. |
Outputs
| Output |
Output type |
| Import |
JSON |
Exit codes
| Code |
Type |
Detail |
| 0 |
Success |
Success |
| 1 |
Error |
There was an error with the import |
Subledgers
To import subledgers data in a CSV file to BlackLine, add a Subledgers command.
Properties
| Property |
Detail |
| Delimiter |
Enter the delimiter used in the CSV file. |
| CSV data source |
Enter the CSV file that contains the data for the Subledgers import. |
| Column mappings |
The import requires a specific column order, as prescribed in the BlackLine Import Template. If the CSV file has the same header names as the import template, leave blank. Otherwise, map the columns in the CSV to the columns in the import template, such as ID -> Entity Unique Identifier. |
Outputs
| Output |
Output type |
| Import |
JSON |
Exit codes
| Code |
Type |
Detail |
| 0 |
Success |
Success |
| 1 |
Error |
There was an error with the import |
Task auto-certify completed
To import data about completed auto-certification tasks in a CSV file to BlackLine, add a Task Auto-Certify Completed command.
Properties
| Property |
Detail |
| Delimiter |
Enter the delimiter used in the CSV file. |
| CSV data source |
Enter the CSV file that contains the data for the Task Auto-Certify Completed import. |
| Column mappings |
The import requires a specific column order, as prescribed in the BlackLine Import Template. If the CSV file has the same header names as the import template, leave blank. Otherwise, map the columns in the CSV to the columns in the import template, such as ID -> Entity Unique Identifier. |
Outputs
| Output |
Output type |
| Import |
JSON |
Exit codes
| Code |
Type |
Detail |
| 0 |
Success |
Success |
| 1 |
Error |
There was an error with the import |
Task dependencies
To import data about task dependencies in a CSV file to BlackLine, add a Task Dependencies command.
Properties
| Property |
Detail |
| Delimiter |
Enter the delimiter used in the CSV file. |
| CSV data source |
Enter the CSV file that contains the data for the Task Dependencies import. |
| Column mappings |
The import requires a specific column order, as prescribed in the BlackLine Import Template. If the CSV file has the same header names as the import template, leave blank. Otherwise, map the columns in the CSV to the columns in the import template, such as ID -> Entity Unique Identifier. |
Outputs
| Output |
Output type |
| Import |
JSON |
Exit codes
| Code |
Type |
Detail |
| 0 |
Success |
Success |
| 1 |
Error |
There was an error with the import |
Tasks
To import tasks data in a CSV file to BlackLine, add a Tasks command.
Properties
| Property |
Detail |
| Delimiter |
Enter the delimiter used in the CSV file. |
| CSV data source |
Enter the CSV file that contains the data for the Tasks import. |
| Column mappings |
The import requires a specific column order, as prescribed in the BlackLine Import Template. If the CSV file has the same header names as the import template, leave blank. Otherwise, map the columns in the CSV to the columns in the import template, such as ID -> Entity Unique Identifier. |
Outputs
| Output |
Output type |
| Import |
JSON |
Exit codes
| Code |
Type |
Detail |
| 0 |
Success |
Success |
| 1 |
Error |
There was an error with the import |
User account assignments
To import user account assignments data in a CSV file to BlackLine, add a User Account Assignments command.
Properties
| Property |
Detail |
| Delimiter |
Enter the delimiter used in the CSV file. |
| CSV data source |
Enter the CSV file that contains the data for the User Account Assignments import. |
| Column mappings |
The import requires a specific column order, as prescribed in the BlackLine Import Template. If the CSV file has the same header names as the import template, leave blank. Otherwise, map the columns in the CSV to the columns in the import template, such as ID -> Entity Unique Identifier. |
Outputs
| Output |
Output type |
| Import |
JSON |
Exit codes
| Code |
Type |
Detail |
| 0 |
Success |
Success |
| 1 |
Error |
There was an error with the import |
User entities
To import user entities data in a CSV file to BlackLine, add a User Entities command.
Properties
| Property |
Detail |
| Delimiter |
Enter the delimiter used in the CSV file. |
| CSV data source |
Enter the CSV file that contains the data for the User Entities import. |
| Column mappings |
The import requires a specific column order, as prescribed in the BlackLine Import Template. If the CSV file has the same header names as the import template, leave blank. Otherwise, map the columns in the CSV to the columns in the import template, such as ID -> Entity Unique Identifier. |
Outputs
| Output |
Output type |
| Import |
JSON |
Exit codes
| Code |
Type |
Detail |
| 0 |
Success |
Success |
| 1 |
Error |
There was an error with the import |
User roles
To import user roles data in a CSV file to BlackLine, add a User Roles command.
Properties
| Property |
Detail |
| Delimiter |
Enter the delimiter used in the CSV file. |
| CSV data source |
Enter the CSV file that contains the data for the User Roles import. |
| Column mappings |
The import requires a specific column order, as prescribed in the BlackLine Import Template. If the CSV file has the same header names as the import template, leave blank. Otherwise, map the columns in the CSV to the columns in the import template, such as ID -> Entity Unique Identifier. |
Outputs
| Output |
Output type |
| Import |
JSON |
Exit codes
| Code |
Type |
Detail |
| 0 |
Success |
Success |
| 1 |
Error |
There was an error with the import |
Users
To imports users data in a CSV file to BlackLine, add a Users command.
Properties
| Property |
Detail |
| Delimiter |
Enter the delimiter used in the CSV file. |
| CSV data source |
Enter the CSV file that contains the data for the Users import. |
| Column mappings |
The import requires a specific column order, as prescribed in the BlackLine Import Template. If the CSV file has the same header names as the import template, leave blank. Otherwise, map the columns in the CSV to the columns in the import template, such as ID -> Entity Unique Identifier. |
Outputs
| Output |
Output type |
| Import |
JSON |
Exit codes
| Code |
Type |
Detail |
| 0 |
Success |
Success |
| 1 |
Error |
There was an error with the import |