Import Objects

After you import the dependent objects, create an import activity to upload details of objects you want to upload. Here's how you import an object:

1. Set up the import options.

   You select the object you're importing, specify the file format and different import options, and upload the file with your data. The options that are available depend on the object that you're importing. Some import objects, for example, permit you to upload a ZIP or Java archive (JAR) file of attachments. These attachments are then attached to the records in the application after the import is complete.

2. Map the fields.

   For this task, you create a mapping of the data in your file and the attributes in the application. You can also reuse a mapping that you have created in past import activities. Any mapping you create in an activity is automatically saved. This mapping can be reused in subsequent imports and can be managed using the Manage Mapping page.

3. Schedule the import.

   You can schedule to run the import at a time you specify or run it immediately.

4. Review and activate the import activity.

   Review your import details and click Activate to activate the import activity.

You can use predefined .csv templates for your service requests, queues, and categories that are provided in the application. You can also import user-defined objects.