This guide also applies to on-premise implementations

Contents

Title and Copyright Information

Preface

1 Overview

2 Configuring File-Based Data Import

3 File-Based Import Objects and Target Objects

4 Define File-Based Data Import Activities

5 Understanding Round-Trip Export-Import

6 Generating Diagnostic Logs for Data Import and Export

7 Importing Accounts

8 Importing Activities

9 Importing Assets

10 Importing Campaign Responses

11 Importing Classfication Codes

12 Importing Click-to-Dial Agents

13 Importing Consumers

14 Importing Contacts

15 Importing Contracts

16 Importing Country Structures

17 Importing Customer Hierarchies

18 Importing Customer Sales Teams

19 Importing Deal Registrations

20 Importing Employee Resources

21 Importing Geographies

22 Importing Households

23 Importing Leads

24 Importing Legal Entities

25 Importing Marketing Budgets

26 Importing Marketing Campaigns

27 Importing Notes

28 Importing Opportunities

29 Importing Partners

30 Importing Partner Contacts

31 Importing Partner Program Enrollments

32 Importing Product Groups

33 Importing Resource Teams

34 Importing Sales Promotions

35 Importing Sales Quotas

36 Importing Sales Territories

37 Importing Source System References

38 Importing Common Supporting Objects

39 Understanding File-Based Export

40 Understanding Bulk Export

Glossary