Using an Import Attribute Values Job Type

For Reconciliation Compliance, use the Imports Attribute Values job type to import attribute values into an existing list attribute or group attribute. For Transaction Matching, you can only import group attributes using this job type.

Import Attribute Values job type parameters include:

Note:

For parameters that are common to all job types, see Pipeline Process Description.

Table 12-19 Import Attribute Values Job Type Parameters and Descriptions

Import Attribute Values Job Type Parameters Description
Attribute Specify the name of the list attribute or group attribute into which values must be imported.
Import Type

Select the option that indicates the action to be taken when there are existing values for one or more rates.

Available:

  • Replace—All rate values from the import file will be added to or will replace the existing rate values. Existing rate values that are not in the import file will not be changed.

    Use this import type when you are only moving the latest changes from a source system. For example, adding new store data from an acquisition.

  • Replace All—All values from the import file will completely replace the existing rate values. Existing rate values that are not in the import file will be deleted.

    Use this import type when you are mirroring values from a source system with a full update. For example, weekly updates to synchronize with store data from your ERP system.

  • Update—Compares using the key attribute and updates member attribute values with those in the file that you are importing. There is no effect on values for key attributes that are not specified in the import file.

    All values from the import file are added to or will replace the existing attribute values. Existing attribute values that are not in the import file will not be changed. Only attribute data for a particular key value will be replaced with the contents from the file. Attribute data for attributes that are not in the file are not changed. Any key values in the import file that are not in the attribute will cause an error.

    Use this import type when you want to update a few attributes across all attribute values. For example, updating the store managers after a reorganization, without affecting the rest of the store data.

File Location

Select the .csv file that contains the member values.

If the import file contains an invalid value (that is, a value that is not present in the group attribute), that attribute is left blank and it can be updated subsequently.

Date Format

Specify the valid date formats (for example, DD/MM/YYYY, DD-MMM-YYYY (default), MMM d,yyyy, and All) to parse. You may specify multiple date format values separated using a semicolon.

Module

Select the name of the module for which the import group attributes process applies.

Available options:

  • Reconciliation Compliance
  • Transaction Matching