Loading Smart Lists and Smart List Values

Before loading Smart Lists and Smart List values, identify the associated member and entry names. To load Smart Lists, you specify their name in the Smart List Name column of the data load file. To load Smart List values, you enter the corresponding entry name in the Entry Name column in the data load file.

  To load Smart Lists and entries:

  1. Note the associated member and entry names. See Identifying Smart List and Entry Names.

  2. Create a file in a tool such as Microsoft Excel. Note: Although you can use a text editor, it is best to use a spreadsheet program to customize the sample code, because some text editors may not maintain the necessary line breaks.

  3. Copy and paste this code into the file:

    SmartList Name, Operation, Entry Name, Entry Label
Grade_Steps,addEntry,Step_1,Step Description1
Grade_Steps,addEntry,Step_2,Step Description2

  4. For each Smart List to load, enter:

    • The Smart List name (Salary_Type and Grade_Steps for example) in the SmartList Name column.

    • The name and label of all the entries to load (Step_1, Step_2, and Step_3 in this case) in the Entry Name and Entry Label columns.

    • Enter addEntry as the operation.

  5. Repeat steps 1-4 to load all required Smart Lists, custom Smart Lists, and their entries.

  6. Save the file in CSV format.

  7. Perform a test run of the file, and then ensure that the Smart Lists loaded correctly in the application. See Testing Load Files.

  8. After verify the data load, run the CSV file in the production environment. See Running Load Files .