Running the Data Import Application Engine Process (RBIMPORT)

Click to access a page where you can search for and upload the import file. After you attach a file, the button text changes to View File.

Click to upload one or more additional flat files. The system processes all attached flat files in parallel; this enables you to speed up the data import process by breaking up one large file into smaller files.

Select to perform data validation tests of the Data Import process before you actually perform the process. This is a preventive step that is useful for new files from unknown vendors.

This option runs the Data Import process to validate data types that are within the file, but it doesn't perform the data update. For example, if a character string is mapped to a number field or a mapped date is not in the correct format, an error occurs. The process also checks whether mapped fields are longer than the target field. The end result is an error file that contains all of the input rows with detailed error messages so that you can make corrections.

Select Future and enter a date and time when the Data Import process is to run, or select Now. If you enter a past date, the system runs the process immediately.

Select the input data file type, for example, UTF8. All installed character sets are available for selection.

Select to specify that target data be updated with source data from the flat file when a match exists between a source record and an existing target record in the database. The rules that you set up on the Data Import - Step 4: Matching page determine the match.

If you do not select this check box, you must view the error file to see a list of the records that match but are not updated.

See Data Import Page.

Select to enforce that an imported contact method is checked as Primary. This overwrites existing primary flags in the PeopleSoft CRM database. If you do not select this check box (which is deselected by default), the system still imports all mapped contact methods, but none are flagged as Primary.

Every PeopleSoft CRM business object supports multiple contact methods of each type. For example, a contact or consumer who is named John Doe can have multiple business email addresses, multiple home phone numbers, and so on. However, John Doe can have only one primary home phone number.

Select to overwrite existing data if multiple rows of information can exist for a business object, for example, contact methods for a customer. If this check box is not selected, the Data Import process inserts new database records with the imported data.

Select to use existing stage and matching SQL tables that were generated in a previous run of the template.

Select to retain the stage tables. This option is selected and disabled by default if the Reuse Tables option is selected.

Select to remove all previous versions of the stage and matching tables, but keep the current one. This option is selected by default if stage and matching tables exist from a previous run.

Click to run the Data Import process and open the Import Status group box, which displays the status of the Run Data Import process and contains a View Import Statistics link.

Click to access the View Import Statistics page.