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 Importing and Exporting Custom Objects

7 Generating Diagnostic Logs for Data Import and Export

8 Importing Accounts

9 Importing Activities

10 Importing Assets

11 Importing Campaign Responses

12 Importing Classfication Codes

13 Importing Click-to-Dial Agents

14 Importing Consumers

15 Importing Contacts

16 Importing Contracts

17 Importing Country Structures

18 Importing Customer Hierarchies

19 Importing Customer Sales Teams

20 Importing Deal Registrations

21 Importing Employee Resources

22 Importing Geographies

23 Importing Households

24 Importing Leads

25 Importing Legal Entities

26 Importing Marketing Budgets

27 Importing Marketing Campaigns

28 Importing Notes

29 Importing Opportunities

30 Importing Partners

31 Importing Partner Contacts

32 Importing Partner Program Enrollments

33 Importing Product Groups

34 Importing Resource Teams

35 Importing Sales Promotions

36 Importing Sales Quotas

37 Importing Sales Territories

38 Importing Source System References

39 Importing Common Supporting Objects

40 Understanding File-Based Export

41 Understanding Bulk Export

42 Using Web Services to Import and Export Data

43 Best Practices and Troubleshooting

Glossary