Importing from Celonis

This example shows how to configure Celonis permissions, a Celonis connection, and a stream in the Import Tool.

This example shows how to use the Import Tool with Celonis: grant Celonis permissions, create a Celonis connection with a key type and catalog selection, then create a stream that imports Knowledge Model records into Emporix.

Complete the Emporix Prerequisites for the Import Tool first. For the general UI procedures, see Connections, Imports, and Streams.

Celonis permissions

On the Celonis side, grant access to the Studio space and the data pool that the Import Tool connection will use. Without these permissions, the catalog fields in the connection configuration stay empty or unavailable.

Grant Celonis Studio space permissions

1

Open the Studio space

In Celonis Studio, open the space that the Import Tool must use—for example Purchase Orders.

2

Open permissions

Use the three-dot menu for the space and open the permissions configuration.

3

Add the user

Search for the user and grant the permissions required to use packages in that space. Then save your changes.

Permissions for a Celonis Studio space, with package-related access granted to the user

To learn more about Celonis Studio, see the Celonis Product Documentation.

Grant the data pool permissions

1

Open Data Integration

In Celonis, go to Data Integration and open the data pool that provides the data—for example Emporix Purchase Orders Value Stream.

2

Open data pool permissions

Open the permissions configuration for that data pool.

3

Add the user or application

Search for the user or OAuth application used by the Import Tool connection, grant the required data pool permissions, and save your changes.

Permissions for a Celonis data pool, including users and OAuth applications used by the Import Tool

Create a Celonis connection

Follow Create a connection and Celonis. For this example, use a clear name such as celonis-import and the credential type available for your Celonis environment.

In the Celonis catalog, choose the data pool and Studio space configured above, then save and test the connection.

Create a stream from Celonis

1

Create the stream

Create a stream from the Celonis connection. Choose the required Knowledge Model record, matching keys, and Emporix target type.

2

Complete the stream setup

Complete the stream's source and target configuration, then map and publish its fields.

If invoice and invoice line records are separate in the Celonis Knowledge Model, keep the invoice stream as Standalone and set the invoice-line stream to Composite child, with the invoice as Parent stream, the foreign key as Linking field, and the invoice array as Embed as attribute. Check the sequence in Run order and on the Dependency graph tab. See Composite configuration.

Next steps

• Use Dry run, Run options, and the schedule described in Running and Monitoring Imports.
• Review Run history and Run order.
• Monitor health and failures on the Dashboard.
• Inspect record-level results in Imported Data.