Example of a Data Import Batch for Resources and Partners

This example demonstrates how to create a data import batch, and how to activate the data quality address cleansing service 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 resource and partner data:

• Create a data import batch containing resource and partner objects.

• Load the import data into the interface tables.

• Run the batch in preview mode to check the address cleansing results, then submit the batch.

Create a data import batch

To create a data import batch for resources and partners:

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 section.

Define the Data Import Process: Import to Registry

You can configure the following in the Import to Registry page:

• Select if you want run the batch in preview mode.

• Configure address cleansing.

• Define geography validation. 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.

• Specify an error limit.

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.

To configure registry import options:

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. Click Import to Registry in the navigation train.

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

6. Enable the Cleanse addresses before import option.

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

8. In the Error Limit field, enter 200.

9. Click Submit.