Siebel CRM Fundamentals Siebel Innovation Pack 2014 E24770-01 |
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You can only import data into certain parts of your Siebel application. For example, you cannot import contacts into the My Personal Contacts view. However, you can add personal contacts by creating new records in the Personal Contacts view or by synchronizing with a personal information manager (PIM), such as Microsoft Outlook. For more information, see "About Synchronizing with a Personal Information Manager Server".
If you want to import accounts or opportunities, contact your Siebel administrator.
You can import a maximum of 2000 records at one time.
To import data into the application
Navigate to the screen into which you want to import data.
Note: You cannot use the import function from a view tab. |
Click the menu button, and then click Import.
The Import dialog box appears.
Click Browse next to the Input File field to select the file you are importing.
The Choose File dialog box appears.
Select the file you want to import and click Open.
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.
Caution: The file you are importing has to match the format you select from the Input Format field. |
Use the Input Source option buttons to define the type of mapping you want to use.
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.
Note: When importing using predefined mapping, you have to have all the fields defined in the Import Object in Siebel Tools. A certain format is required for predefined mapping. Contact your Siebel administrator for details. |
Use the Conflict Resolution Method buttons to select the method you prefer to use if the import encounters a conflict between records: Reject Import Record, Overwrite Existing Record, or Create Additional Record.
Click Next.
If you chose Predefined Mapping, go to 10. If you chose Auto Mapping, the Import mapping dialog box appears.
Verify that the mappings in the Field Mappings list are correct.
To update a mapping, select the field in the Import Field list, then select the corresponding Siebel field in the Siebel Field list, and then click Update Mapping. The mapping in the Field Mappings list is updated.
Click Next.
The records from the import file are imported into the Siebel database. When the import is finished, a status dialog box appears.
Click OK to close the dialog box or click View Log to review information about the import.