12Round-Trip Export-Import

This chapter contains the following:

This topic gets you started on the round-trip feature of Import and Export Management. It explains how to

  • Export the data from one instance of CX Sales and B2B Service

  • Makes any changes in the exported CSV files as required

  • Reimport the updated CSV files either into the same instance or another instance

You can do this task without manually mapping the source file and the object attributes.

Export Data

You can use Export Management to export the data fields of an object. You can select the fields that you want to export. If you're importing the data into another instance of CX Sales and B2B Service, then select the Language Independent Header check box in the Advanced Options section of the Create Export page. This generates the header row in the exported CSV file that enables the round-trip feature. Don't modify the header row values in the CSV file.

You can export a single object and its child objects with attributes for each export activity. If the exported ZIP file contains the parent and child record files, then import the parent CSV file followed by the child CSV file.

You can either schedule the export process at a future date or run it immediately. The export activity generates a ZIP file that you can download.

Import Data

You can import the exported data into either the same instance or another instance of CX Sales and B2B Service. You must use the CSV file extracted from the downloaded ZIP file. Don't edit the file, or add or delete any rows in the file. Doing this disables the round-trip feature.

You import the data using the Import Management feature in the User Interface. During the import, the automatic mapping feature automatically maps the columns in your source file to the application attributes.

Export and Import Account Data between CX Sales and B2B Service Instances Using the Round-Trip Feature

This example shows how to export the Account object from one instance of CX Sales and B2B Service and import the exported data into another instance of CX Sales and B2B Service. You can do this using the round-trip feature of Import and Export Management without manually mapping the source file and the application attributes.

Export Data from CX Sales and B2B Service Using Export Management

You can export Account object records from CX Sales and B2B Service using Export Management as follows:
  1. Create an export activity for the Account object as explained in the topic Export Data.

  2. Click the Advanced Options section. Select the Language Independent Header check box. This enables the round-trip support for your export activity. This option generates the header row in the exported CSV file and is responsible for automatic mapping during the import. So don't modify any of the header row values. Review and submit the export activity.

  3. On the Manage Exports page, you can see the status of your export. Once the export activity completes, click the My Completed Exports infotile to see the status of your export.

  4. Click the link under the Exported Data File column to download your exported ZIP file. Save the ZIP file, and extract the CSV file.

Import Data from CX Sales and B2B Service Using Import Management

You can import data into CX Sales and B2B Service instance using the following steps:
  1. Create an import activity for the Account object as explained in the topic Import Data. Browse and select the CSV file that you had exported in the last section.

  2. Click Next to get the Map Fields page. On the Map Fields page, the round-trip feature automatically maps the source file attributes for you.

  3. Click Next to review the import configurations and Submit.

  4. On the Manage Imports page, you can see the status of your import. Once the import activity completes click the My Completed Imports infotile to see the status of your import.