How You Upload Addresses for Existing Banks and Bank Branches

This example shows how to upload new addresses for existing banks or bank branches by using the Import Management page from Tools.

The following table summarizes key decisions for this scenario:

Decisions to Consider	In This Example
What setup data are you uploading?	Addresses for existing bank and branches
Is the data an update or new setup data?	Update to existing bank or branch data

Uploading an Address

1. On the Setup and Maintenance work area, navigate to the Manage Banks or the Manage Bank Branches page.

2. Select Query By Example from the View menu to sort and select the banks or bank branches to which you want to upload the addresses.

3. From the View menu, hover over Columns and select BankPartyNumber for Manage Banks or BranchPartyNumber for Manage Bank Branches. If the BankPartyNumber or the BranchPartyNumber column isn't visible, select Manage Columns from the menu and move the BankPartyNumber or the BankPartyNumber to the Visible Columns list on the Manage Columns dialog box.

4. Click the Export to Excel button to export the selected bank party number or branch party number to a CSV or Excel file.

5. Add the bank party number or branch party number to the CSV or spreadsheet you are trying to upload. Ensure that it has the required address information, such as Address 1, city, state, and country.

6. Save the spreadsheet as a CSV file.

   The following table represents a sample spreadsheet:

   A	B	C	D	E
   BankPartyNumber or BranchPartyNumber	Address 1	City	State	Country
   50170	1 Main St.	San Francisco	CA	US
   50172	2 Main St.	San Francisco	CA	US

7. Go to Navigator > Tools > Import Management.

8. On the Manage Imports page, click Create Import Activity.

9. On the Enter Import Options page, provide values for the fields in this table

   Field	Description of the value
   Name	Name of the import.
   Object	Object that you're importing. If you can't find your object, then search for it by clicking the Search link. In the Search and Select dialog box, enter the object name in the Object text box and click the Search button. Select your object from the result list and click OK. You can also use the advanced search option by clicking the Advanced button. Here you can search based on various filter criteria such as object name, Attachment supported, creation date, and so on. If the object you're importing isn't listed, verify that you have the roles, and privileges required to import the object.
   Attachment Object	To import an attachment for an existing object record in the database select the Attachments object from the Object drop-down list. Next select the object from the Attachment Object drop-down list.
   File Name	Browse and select a text file in CSV format. The first row of the source file is treated as the header row. Provide a file name within 40 characters. Note: If your source file has more than 50,000 records, then you must manually split the file into several smaller files with less than 50,000 records each. The file import page only permits 50,000 records for each import job. Alternatively, you can use the External Cloud Data Loader Client, which can accept files with more than 50,000 records.
   Import Object Hierarchy	To import a hierarchy of objects, such as child and grandchild objects, click on the Import Object Hierarchy link after you upload the source file for the parent object. Next select the Enabled check box for the child object you want to import, and select the related source file.

10. Click Advanced Options > Create Schedule. Schedule the import to run immediately or at a future date. If you select a future date, then provide the date and time to start the import.

11. Click Next. The Map Fields page shows the first row of the data from your source file. By default, the application tries to automatically map each of the source file columns to the appropriate target object attribute. Ensure that you follow these mapping rules.

    • For the BankPartyNumber or the BranchPartyNumber attribute, select OrganizationProfile as the target object, and select PartyNumber as the target attribute.

    • For every Address attribute, select Address as the target object, and select the corresponding values (Address1, City, State, Country) as the target attribute.

    Note: The data in unmapped columns aren't imported.

12. Click Next. On the Review and Submit page, review the import activity configuration. If you had not run the prevalidation on the Map Fields page, then you get a notification message to run the validation process. You can view any unmapped columns of parent or child objects on this page.

13. Click Validate Data to check the data in your source file. Validation errors, if any, are displayed on the Mapping Validation page. If you get warnings about unmapped columns, then you can ignore these columns, and proceed to submit the import job. Validations are for informational purposes and applicable only for low-volume imports.

14. Click Submit to queue the import.

15. On the Setup and Maintenance work area, navigate to the Manage Banks or Manage Bank Branches pages. Verify that the bank or bank branch addresses are correctly imported.