1. Implementing Receivables Credit to Cash
  2. Data Import for Resources and Partners

Data Import for Resources and Partners

Use the File-Based Data Import process to import data from a CSV or XML file. You can use the Data Import dashboard to monitor the import process and view reports and statistics.

You can pause a File-Import batch, and then use the Data Import work area to configure data quality services for the batch. You can pause import activities if the HZ_IMP_PAUSE_FILE_IMPORT profile option is set to Yes. If the profile option is set to Yes, all submitted import activities are sent for administrator review and appear in the Data Import Batches Overview page.

When defining an import process, you decide whether to run the import process in preview mode, or load the data directly into the registry without previewing the data. You can also cleanse addresses prior to import, validate addresses in an import batch against geography data, and define an error limit for the batch.

Import Process Mode

Run the import batch in preview mode, or load the data directly into the registry. In preview mode, you can review information about the level of duplicates or incorrect addresses in the batch. Additionally, you can review the number of records that will be created or updated for each entity. You can then import the batch, or update the match configuration rules and resubmit the batch.

Import to Registry Options

You can use the import to registry options to:

  • Cleanse addresses: You can choose to validate the addresses in the interface tables before importing them into the registry. The addresses are validated using an integrated third-party service that verifies addresses and corrects them if incorrect.

  • Define geography validation: You can choose to validate the addresses in an import batch against geography data before importing them into the registry.

  • Configure error handling limit: You can define how many process errors can be generated by the import batch process before the process terminates automatically.

Geography Validation

You can configure geography validation for data import by setting the HZ_IMP_DEFAULT_GEO_VALID_ADDRESS profile option to Yes. This validates the addresses in an import batch against geography data before importing them into the registry. Geography validation uses the geography-based address validation settings for each country. The addresses with validation errors aren't imported.

Note: Geography Name Referencing is run on all imported addresses regardless of the profile option setting.

Error Handling Limit

You can define how many process errors can be generated by the import batch process before the process terminates automatically. Error reports are generated by the application for you to review.