Example of a Data Import Batch for Customers and Consumers

This example demonstrates how to create a data import batch, and how to define the import process data quality services you want to use on the data prior to completing the import.

Note: Once an import is completed, the data is loaded into the registry.

To import customer and consumer data:

• Create a data import batch containing customer and consumer objects.

• Load the import data into the interface tables.

• Configure the data import process for deduplication.

• Run the batch in preview mode to check that all duplicate data is removed, then submit the batch.

Create a data import batch

To create a data import batch for customers and consumers:

1. In the Billing work area, click Customers: Manage Data Import.

2. In the Manage Data Import Batches page, click the plus (+) icon.

3. In the Create Data Import Batch window, complete the fields as shown in this table:

   Field	Value
   Batch Name	Customer Import Batch
   Source System	Comma separated values
   Object	Customer and Consumer
   Estimated Number of Records	300
   Batch Description	Import of customer data

4. Click Save and Close. The Manage Data Import Batches page displays the new batch with the batch ID.

5. After creating the import batch, load your data into the interface tables using the FBDI template.

Load the Import Data

To load the import data into the interface tables:

1. Prepare the FBDI spreadsheet with your customer data.

2. In the Parties tab, enter the batch ID of the batch you created into the Batch Identifier column.

3. Generate the .zip file and upload your data using either of these methods:

   • Run the Load Interface File for Import process.

   • Use the ERP integration service.

4. Run the import batch according to the steps indicated in the following sections.

Define the Data Import Process: Batch Deduplication

You want to check the batch for address, organization, and person duplicates; you also want to remove all of these duplicates from the batch.

1. Ensure that you have uploaded your customer data to the interface tables using the FBDI template.

2. In the Manage Data Import Batches page, select the row of the batch you want.

3. Select Import from the Actions menu.

4. In the Define Import: Batch Deduplication page, enable the Check for duplicates within the batch before import option.

5. Complete the fields in the Select Match Configuration to Determine Duplicates Within the Import Batch section, as shown in this table:

   Field	Value
   Addresses	Address Duplicate Identification
   Organizations	Account Duplicate Identification
   Persons	Contact Duplicate Identification

6. Complete the fields in the Override Default Actions section, as shown in this table:

   Field	Value
   Select Action for Persons and Organizations	Remove all duplicates
   Select Action for Addresses	Remove all duplicates

7. Click Next.

Define the Data Import Process: Registry Deduplication

You want to check for address, organization, and person duplicates between the import batch and the registry, and prevent the import of duplicate records.

1. In the Define Import: Registry Deduplication page, enable the Check for duplicates between the import batch and the registry before import option.

2. Complete the fields in the Select Match Configuration to Determine Duplicates Between the Import Batch and Registry section, as shown in this table:

   Field	Value
   Addresses	Address Duplicate Identification
   Organizations	Account Duplicate Identification
   Persons	Contact Duplicate Identification

3. Complete the fields in the Override Default Actions section, as shown in this table:

   Field	Value
   Select Action for Persons and Organizations	Don't import duplicate records
   Select Action for Addresses	Don't import duplicate records

4. Click Next.

Define the Data Import Process: Import to Registry

You want to configure the data import process so that you can view the batch in preview mode, in order to review the data after preprocessing. You want to cleanse addresses before import, and specify an error limit for the batch. You also want to validate all addresses in the import batch against geography data. This validates all incoming addresses as per the geography structure and validation level setup in the Manage Geographies task. The addresses that are reported as Error during validation aren't imported.

1. In the Define Import: Import to Registry page, click the Run the batch in preview mode radio button.

2. Enable the Cleanse addresses before import option.

3. Enable the Validate addresses against master reference geography option.

4. In the Error Limit field, enter 200.

5. Click Submit.