Setup | Export and import task setup data using CSV files

Hi, my name is Mike. In this tutorial you’ll learn how to export and import setup data for a task using a CSV file. Sometimes the setup data you need to enter is very simple or it's similar to existing data that you can duplicate. In these cases, it takes less time to create and use a CSV file. To start, navigate to the Setup page and find the task you want to set up.

Click Setup and Maintenance.

Choose Workforce Development.

Choose Workforce Information.

Now make sure that Actions for your tasks are visible.

Click View and select Columns > Actions.

If you don't see the task you want to export the data for, Show All Tasks, then choose the appropriate task.

Click Show and select All Tasks.

Click Review Calendar Events Coverage.

These options are enabled if export and import are supported for a task.

In the Review Calendar Events Coverage row, click the Actions item and select Export to CSV file.

If Setup data had already been exported, the most recent export Setup data to CSV process would be listed first. Create a new export. If you want to export the template but not the existing data in the environment, you could check this option.

Highlight the Export only template field.

Click the Add button to add a scope.

Click Add.

If you want to export the existing setup data, you could filter the setup data based on the scope enabled business objects. But we don't want to do this right now, so just Cancel, and then click Submit.

Click Cancel.

Because you didn't choose a scope value, all setup data relevant to this task will be exported.

Click Submit.

Now monitor the process until it completes. The most recent process is here at the top of the list.

In the Review Calendar Events Coverage row, click the Actions menu and select the current process.

Click View Process.

Click View Process.

Click the Refresh button until it changes to Download File.

Click Refresh.

If there had been any errors, they would be displayed here, but this looks great, so Download the CSV File.

Highlight the Summary area.

Download the file, unzip it, and open the CSV file.

Take a look at the CSV file and if needed, update the data per your requirements.

Scroll through the CSV file.

Ok, now you've finished modifying your setup data in the file, so upload the new version now. As with the export, start on the Actions menu, and choose the file you want to upload.

Click Actions and select Import from CSV file > Create New.

Select and upload the ZIP file that you downloaded previously.

Setup validates that the selected file contains setup data for the corresponding task, otherwise it will ask you to select a different file.

Highlight the Details section.

Monitor the Process until it's done.

Click Actions and select Import from CSV file. Then choose the current upload process.

Here it is.

Highlight the Business Objects section.

If there had been errors they would show here, but it looks fine.

Highlight the Summary section.

And finally, open the task to verify that the data loaded correctly.

Click Go To Task, then click the task name.

The task loads correctly so we are done. And you're done! Thanks for watching.