Import/Export Wrap Up object using the Import/Export Management tool

Administrators can now import and export data for the Wrap Up object using the standard Import/Export Management tool.

Importing Data

You can import your data from an external application using Import Management or public REST APIs. You can create, update, or delete Wrap Ups.

When you're importing data for a particular object, you must make sure that any prerequisite objects already exist in the application. For example, if you're importing Wrap Ups for an interaction, then the interaction must already exist in the application. If one import job depends on the contents of another import job, then complete the prerequisite job before starting the dependent job. For example, if you're importing both wrap ups and interactions, then import interactions before importing wrap ups.

Exporting Data

You can use Export Management to export data in the form of CSV files.

To export data, you start by creating an export activity. As part of the export activity, you select a parent object and its relevant child objects. You also must define filters on these objects to specify the records you want to export.

This allows your administrator to migrate existing data for wrap ups that were created for an interaction.

Steps to Enable

You don't need to do anything to enable this feature.

Tips And Considerations

You should import Interactions before importing Wrap Ups.

Import/Export of Interaction, Interaction Participants and Interaction References are already supported.

Key Resources

For additional information, see the Understanding Import and Export Management for Sales and Fusion Service guide.

Access Requirements

Service Request Administrator