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Importing Data

You can only import data into certain parts of your Siebel application. For example, you cannot import contacts into the My Personal Contacts view.

NOTE:  To import Accounts or Opportunities, see Siebel Enterprise Integration Manager Administration Guide.

To import data into the application

  1. Navigate to the screen into which you want to import data.
  2. Click the menu button, and then click Import.

    3. NOTE:  You cannot import data from a view tab.

    The Import dialog box appears.

  3. Click Browse next to the Input File field to select the file you are importing.

    4. The Choose File dialog box appears.

  4. Select the file you want to import and click Open.
  5. From the Input Format field in the Import dialog box, select the format of the input source file: Comma Separated Text File or Tab Delimited Text File.

    6. CAUTION:  The file you are importing has to match the format you select from the Input Format field.

  6. From the Input Source field, select Auto Mapping or Predefined Mapping. Auto mapping uses the structure of the import file to map fields. Predefined mapping uses a set format based on the source application, for example, ACT!. When you select Predefined Mapping you must select the corresponding source from the Input Source drop-down list.

    7. NOTE:  When importing using Predefined Mapping, you need to have all the fields defined in the Import Object in Siebel Tools. A certain format is required for Predefined Mapping. See your Siebel administrator for details. See Siebel Tools Reference for more information about the Import Object.

  7. From the Conflict Resolution Method field, select the method you prefer to use should the import encounter a conflict between records: Reject Import Record, Overwrite Existing Record, or Create Additional Record.

    8. NOTE:  You can import a maximum of 2,000 records at one time.

  8. Click Next.

    9. If you chose Predefined Mapping, go to Step 11. If you chose Auto Mapping, the Import mapping dialog box appears.

    Click for full size image

  9. Verify that the mappings in the Field Mappings list are appropriate. To update a mapping, select the field from the Import Field list, then select the corresponding Siebel field from the Siebel Field list and click Update Mapping. The mapping in the Field Mappings list is updated.
  10. Click Next.
  11. The records from the import file are imported into the Siebel database. When the import is finished, a status dialog box appears.

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  12. Click OK to close the dialog box or click View Log to review information about the import.

 Fundamentals 
 Published: 14 August 2003