8Import and Export Custom Objects

This chapter contains the following:

• Overview of Import and Export of Custom Objects

• Insert Custom Object Data

• Update Custom Object Data

• Delete Custom Object Data

• What job roles do I need to import and export custom objects?

• How can I import a custom object with child having child record name different from parent record name?

Overview of Import and Export of Custom Objects

Before you can import and export data for custom objects, you must first generate the object artifacts required for both file-based import and bulk export. You can generate the object artifacts and subsequently import and export custom objects.

Enable Import and Export for Custom Objects

The changes you make using Application Composer don't automatically create the artifacts required by the import and export processes.

Accordingly, after completing your object model extensions, you must generate the required artifacts to register your extensions and make them available for importing and exporting data.

Note: You can't generate import and export artifacts within a sandbox but only after the changes have been published to the mainline.

To enable the import and export of custom object data:

1. Confirm that you're not in a sandbox.

2. In the Application Composer, select the Import and Export link in the Common Setup pane, or in the local area of the main Overview page.

3. In the Import and Export page, click Generate .

After you generate the required artifacts, you can schedule your file-based import and bulk export processes. Navigate to the following in the Setup and Maintenance work area and search on the task name:

• Offering: Sales

• Functional Area: Data Import and Export

• To schedule your custom object imports, select the Manage File Import Activities task.

  To initially set up file-based import for importing custom object data, select the Manage File Import Objects and Manage File Import Mappings tasks.

  Custom child objects are imported as part of the parent object. You can mark the RecordName for a custom object as unique using the Application Composer. If marked as unique and the RecordName value in the source file record is unique (no matching record exists in the CSV file or database table), then the import activity is successful for both insert and update operations. If the RecordName is marked as unique and the RecordName value in the source file record isn't unique (matching record exists in the CSV file or database table), then the import activity fails. If the RecordName for a custom object isn't marked as unique, you can insert a duplicate record but can't update a record based on the RecordName field.

• To schedule your custom object exports, select the Schedule Export Processes task.

  Both top-level and child custom objects are available as independent exportable objects.

• To schedule the hierarchical export of your custom objects, select the Manage File Export Activities task.

  Custom child objects are exported based on the parent object. While exporting the data, you must provide a filter criterion and save it.

Refer to the product-specific documentation for additional details on the user-defined fields for standard objects.

Insert Custom Object Data

You can insert custom object data into CX Sales and B2B Service.

Create the Parent and Child Custom Objects

To create the parent and child custom objects:

1. Navigate to theApplication Composer.

2. Click the Custom Objects icon on the Overview screen.

3. Click the Create New Object icon to bring up the Create Custom Object window. Note that your environment must be in an active sandbox.

4. Enter the value SalesOrder for Display Label. Remaining fields are automatically populated. This creates the parent custom object SalesOrder.

5. Create the custom fields by clicking the Fields option under the SalesOrder object. Provide the display names OrderName and OrderCount for the fields.

6. Click the SalesOrder icon on the side pane. In the Overview page, click Create Child Object to create the child object SalesOrderItem.

7. Create the custom fields ItemName and ItemCount.

8. Publish and sign out from the sandbox.

9. Navigate to Import and Export under Application Composer. Click Generate to generate the artifacts for the custom objects.

Insert Data for Parent Custom Object

To insert data for parent custom objects only:

1. Create the CSV file, as shown in this table:

   Record Name	SalesOrder.OrderName_c	SalesOrder.OrderCount_c
   SalesOrder1	Amazon600	2000
   SalesOrder2	Amazon900	3000

2. In the Setup and Maintenance work area, navigate to the following:

   • Offering: Sales

   • Functional Area: Data Import and Export

   • Task: Manage File Import Activities

3. Click the Create icon to create an import activity InsertCustomObject. For more information about the duties and roles required to import custom objects, see the Related Links section at the end of this topic.

4. In the Create Import Activity page, provide the file name InsertCustomObject and select the custom object from the Object drop-down list. Select the File Type Text file and browse the CSV file that you created in step 1. Click Next.

5. In the mapping page, map the attributes as shown in this table:

   SEQUENCE_NUMBER	COLUMN_HEADER	SAMPLE_VAL	TARGET_OBJECT	TARGET_OBJECT_ATTRIBUTE
   1	Parent Record Name	SalesOrder1	SalesOrder_cWBIT	RecordName
   2	SalesOrder Name	Amazon600	SalesOrder_cWBIT	OrderName_c
   3	SalesOrder Count	2000	SalesOrder_cWBIT	OrderCount_c

6. Review and activate the import activity.

   Note: If there are any mandatory fields in the custom object, include them in the CSV file and provide a value for all records when performing an insert. Map the required values in the mapping page. In this example, OrderName_c is a mandatory attribute.

Insert a Child for Each New Parent

To insert data for one child for each new parent custom object:

1. Create the CSV file, as shown in this table:

   Parent Record Name	SalesOrder.OrderName	SalesOrder.OrderCount	Child Record Name	SalesOrderItem.ItemName	SalesOrderItem.ItemCount
   SalesOrder1	Amazon600	2000	SalesOrder1_Item1	Electronics	50
   SalesOrder2	Amazon900	3000	SalesOrder2_Item1	Stationery	100
   SalesOrder3	Amazon1200	5000	SalesOrder3_Item1	Computer Accessories	50

2. In the Setup and Maintenance work area, navigate to:

   • Offering: Sales

   • Functional Area: Data Import and Export

   • Task: Manage File Import Activities

3. Click the Create icon to create an import activity InsertCustomObject. For more information about the duties and roles required to import custom objects, see the Related Links section at the end of this topic.

4. In the Create Import Activity page, provide the file name InsertCustomObject and select the object Sales custom object from the Object drop-down list. Select the File Type Text file and browse the CSV file that you created in step 1. Click Next.

5. In the mapping page, map the attributes as shown in this table:

   SEQUENCE_NUMBER	COLUMN_HEADER	SAMPLE_VAL	TARGET_OBJECT	TARGET_OBJECT_ATTRIBUTE
   1	Parent Record Name	SalesOrder1	SalesOrder_cWBIT	RecordName
   2	SalesOrder.OrderName	Amazon600	SalesOrder_cWBIT	OrderName_c
   3	SalesOrder.OrderCount	2000	SalesOrder_cWBIT	OrderCount_c
   4	Child Record Name	SalesOrder1_Item1	SalesOrderItem_cWBIT	RECORD_NAME
   5	SalesOrderItem.ItemName	Electronics	SalesOrderItem_cWBIT	ItemName_c
   6	SalesOrderItem.ItemCount	50	SalesOrderItem_cWBIT	ItemCount_c

   Note: The child record name must be unique. Add the value of the parent record name with the item. For example, the sample value of the child record name is SalesOrder1_Item1.

6. Review and activate the import activity.

Insert Multiple Child Records for a Parent Record

After inserting the parent record, you can insert data for child records associated with the parent record. To insert data for multiple child records for an existing parent custom object:

1. Create the CSV file, as shown in this table:

   Parent Record Object Key	Parent Record Name	Child Record Name	ChildFKey	SalesOrderItem.ItemName	SalesOrderItem.ItemCount
   300100035820958	SalesOrder1	SalesOrder1_Item1	300100035820958	Electronics	150
   Leave value blank	Leave value blank	SalesOrder1_Item2	300100035820958	Stationery	200
   Leave value blank	Leave value blank	SalesOrder1_Item3	300100035820958	Computer Accessories	500

2. Navigate to the Manage File Import Activities task from the Setup and Maintenance work area.

   • Offering: Sales

   • Functional Area: Data Import and Export

   • Task: Manage File Import Activities

3. Click the Create icon to create an import activity InsertCustomObject. For more information about the duties and roles required to import custom objects, see the Related Links section at the end of this topic.

4. In the Create Import Activity page, provide the file name InsertCustomObject and select the custom object from the Object drop-down list. Select the File Type Text file and browse the CSV file that you created in step 1. Click Next.

5. In the mapping page, map the attributes as shown in this table:

   SEQUENCE_NUMBER	COLUMN_HEADER	SAMPLE_VAL	TARGET_OBJECT	TARGET_OBJECT_ATTRIBUTE
   1	Parent Record Object Key	300100035820958	SalesOrder_cWBIT	ObjectKey
   2	Parent Record Name	SalesOrder1	SalesOrder_cWBIT	RecordName
   3	Child Record Name	SalesOrder1_Item1	SalesOrderItem_cWBIT	RECORD_NAME
   4	SalesOrderItem.ItemName	Electronics	SalesOrderItem_cWBIT	ItemName_c
   5	SalesOrderItem.ItemCount	150	SalesOrderItem_cWBIT	ItemCount_c
   6	ChildFKey	300100035820958	SalesOrderItem_cWBIT	SalesOrder_Id_c

   Note: The child record name must be unique. Add the value of the parent record name with the item. For example, the sample value of the child record name is SalesOrder1_Item1.

6. Review and activate the import activity.

Insert Multiple Child Records for Different Parent Records

After inserting the parent record, you can insert data for child records of the parent record. The Parent Record Object Key values will be different depending on the parent record for which the child records are inserted. To insert data for multiple child records with different parent custom objects:

1. Create the CSV file, as shown in this table:

   Parent Record Object Key	Parent Record Name	Child Record Name	ChildFKey	SalesOrderItem.ItemName	SalesOrderItem.ItemCount
   300100035820958	SalesOrder1	SalesOrder1_Item1	300100035820958	Switches	50
   Leave value blank	Leave value blank	SalesOrder1_Item2	300100035820958	Sockets	100
   Leave value blank	Leave value blank	SalesOrder1_Item3	300100035820958	Regulators	50
   300100035820960	SalesOrder2	SalesOrder2_Item1	300100035820960	Pencils	50
   Leave value blank	Leave value blank	SalesOrder2_Item2	300100035820960	Sharpener	100
   Leave value blank	Leave value blank	SalesOrder2_Item3	300100035820960	Eraser	50

2. In the Setup and Maintenance work area, navigate to:

   • Offering: Sales

   • Functional Area: Data Import and Export

   • Task: Manage File Import Activities

3. Click the Create icon to create an import activity InsertCustomObject. For more information about the duties and roles required to import custom objects, see the Related Links section at the end of this topic.

4. In the Create Import Activity page, provide the file name InsertCustomObject and select the custom object from the Object drop-down list. Select the File Type Text file and browse the CSV file that you created in step 1. Click Next.

5. In the mapping page, map the attributes as shown in this table:

   SEQUENCE_NUMBER	COLUMN_HEADER	SAMPLE_VAL	TARGET_OBJECT	TARGET_OBJECT_ATTRIBUTE
   1	Parent Record Object Key	300100035820958	SalesOrder_cWBIT	ObjectKey
   2	Parent Record Name	SalesOrder1	SalesOrder_cWBIT	RecordName
   3	Child Record Name	SalesOrder1_Item1	SalesOrderItem_cWBIT	RECORD_NAME
   4	SalesOrderItem.ItemName	Electronics	SalesOrderItem_cWBIT	ItemName_c
   5	SalesOrderItem.ItemCount	150	SalesOrderItem_cWBIT	ItemCount_c
   6	ChildFKey	300100035820958	SalesOrderItem_cWBIT	SalesOrder_Id_c

   Note: The child record name must be unique. Add the value of the parent record name with the item. For example, the sample value of the child record name is SalesOrder1_Item1.

6. Review and activate the import activity.

Update Custom Object Data

You can update custom object data in CX Sales and B2B Service.

Update Parent Records

To create the parent and child custom objects, review the topic Inserting Custom Object Data: Worked Example referenced in the Related Links section. Perform the following steps to update only the parent records:

1. Create the CSV file, as shown in this table:

   Parent Record Object Key	Parent Record Name	SalesOrder.OrderName	SalesOrder.OrderCount
   300100035820958	SalesOrder1	Amazon600	90000
   300100035820960	SalesOrder2	Amazon600	70000

2. In the Setup and Maintenance work area, navigate to:

   • Offering: Sales

   • Functional Area: Data Import and Export

   • Task: Manage File Import Activities

3. Click the Create icon to create an import activity UpdateCustomObject. For more information about the duties and roles required to import custom objects, see the Related Links section at the end of this topic.

4. In the Create Import Activity page, provide the file name UpdateCustomObject and select the custom object from the Object drop-down list. Select the File Type Text file and browse the CSV file that you created in step 1. Click Next.

5. In the mapping page, map the attributes as shown in this table:

   SEQUENCE_NUMBER	COLUMN_HEADER	SAMPLE_VAL	TARGET_OBJECT	TARGET_OBJECT_ATTRIBUTE
   1	Parent Record Object Key	300100035820958	SalesOrder_cWBIT	ObjectKey
   2	Parent Record Name	SalesOrder1	SalesOrder_cWBIT	RecordName
   3	SalesOrder.OrderName	Amazon600	SalesOrder_cWBIT	OrderName_c
   4	SalesOrder OrderCount	90000	SalesOrder_cWBIT	OrderCount_c

6. Review and activate the import activity.

   Note: The Parent Record Object Key is taken from the log file generated by the parent insert import job.

Update Child Records

To create the parent and child custom objects, review the topic Inserting Custom Object Data: Worked Example referenced in the Related Links section. Perform the following steps to update only the child records:

1. Create the CSV file, as shown in this table:

   Parent Record Object Key	Parent Record Name	Child Record Object Key	Child Record Name	ChildFKey	SalesOrderItem .ItemName	SalesOrderItem. ItemCount
   300100035820958	SalesOrder1	300100035821118	SalesOrder1_Item1	300100035820958	Switches	2500
   Leave value blank	Leave value blank	300100035821120	SalesOrder1_Item2 `	300100035820958	Sockets	1000

2. In the Setup and Maintenance work area, navigate to:

   • Offering: Sales

   • Functional Area: Data Import and Export

   • Task: Manage File Import Activities

3. Click the Create icon to create an import activity UpdateCustomObject. For more information about the duties and roles required to import custom objects, see the Related Links section at the end of this topic.

4. In the Create Import Activity page, provide the file name UpdateCustomObject and select the custom object from the Object drop-down list. Select the File Type Text file and browse the CSV file that you created in step 1. Click Next.

5. In the mapping page, map the attributes as shown in this table:

   SEQUENCE_NUMBER	COLUMN_HEADER	SAMPLE_VAL	TARGET_OBJECT	TARGET_OBJECT_ATTRIBUTE
   1	Parent Record Object Key	300100035820958	SalesOrder_cWBIT	ObjectKey
   2	Parent Record Name	SalesOrder1	SalesOrder_cWBIT	RecordName
   3	Child Record Object Key	300100035821118	SalesOrderItem_cWBIT	ObjectKey
   4	Child Record Name	SalesOrder1_Item1	SalesOrderItem_cWBIT	RECORD_NAME
   5	SalesOrderItem.ItemName	Switches	SalesOrderItem_cWBIT	ItemName_c
   6	SalesOrderItem.ItemCount	2500	SalesOrderItem_cWBIT	ItemCount_c
   7	ChildFKey	300100035820958	SalesOrderItem_cWBIT	SalesOrder_Id_c

6. Review and activate the import activity.

   Note: The Child Record Object Key is taken from the log file generated by the child insert import job.

Delete Custom Object Data

You can delete custom object data in CX Sales and B2B Service.

Delete Parent Records

To create the parent and child custom objects, review the topic Inserting Custom Object Data: Worked Example referenced in the Related Links section. Perform the following steps to delete only the parent records:

1. Create the CSV file, as shown in this table:

   Parent Record Name	Parent Record Object Key	Action Code
   SalesOrder1	300100035820958	DELETE
   SalesOrder2	300100035820960	DELETE

2. In the Setup and Maintenance work area, navigate to:

   • Offering: Sales

   • Functional Area: Data Import and Export

   • Task: Manage File Import Activities

3. Click the Create icon to create an import activity DeleteCustomObject. For more information about the duties and roles required to import custom objects, see the Related Links section at the end of this topic.

4. In the Create Import Activity page, provide the file name DeleteCustomObject and select the object Sales custom object from the Object drop-down list. Select the File Type Text file and browse the CSV file that you created in step 1. Click Next.

5. In the mapping page, map the attributes as shown in this table:

   SEQUENCE_NUMBER	COLUMN_HEADER	SAMPLE_VAL	TARGET_OBJECT	TARGET_OBJECT_ATTRIBUTE
   1	Parent Record Object Key	300100035820958	SalesOrder_cWBIT	ObjectKey
   2	Parent Record Name	SalesOrder1	SalesOrder_cWBIT	RecordName
   3	Action Code	DELETE	SalesOrder_cWBIT	ActionCode

6. Review and activate the import activity.

Delete Child Records

To create the parent and child custom objects, review the topic Inserting Custom Object Data: Worked Example referenced in the Related Links section. Perform the following steps to delete child records for a particular parent record:

1. Create the CSV file as shown in this table:

   Parent Record Name	Parent Record Object Key	Child Record Object Key	Child Record Name	ChildFKey	Action Code
   SalesOrder1	300100035820958	300100035821118	SalesOrder1_Item1	300100035820958	DELETE
   Leave value blank	Leave value blank	300100035821120	SalesOrder1_Item2	300100035820958	DELETE

2. In the Setup and Maintenance work area, navigate to:

   • Offering: Sales

   • Functional Area: Data Import and Export

   • Task: Manage File Import Activities

3. Click the Create icon to create an import activity DeleteCustomObject. For more information about the duties and roles required to import custom objects, see the Related Links section at the end of this topic.

4. In the Create Import Activity page, provide the file name DeleteCustomObject and select the object Sales custom object from the Object drop-down list. Select the File Type Text file and browse the CSV file that you created in step 1. Click Next.

5. In the mapping page, map the attributes as shown in this table:

   SEQUENCE_NUMBER	COLUMN_HEADER	SAMPLE_VAL	TARGET_OBJECT	TARGET_OBJECT_ATTRIBUTE
   1	Parent Record Object Key	300100035820958	SalesOrder_cWBIT	ObjectKey
   2	Parent Record Name	SalesOrder1	SalesOrder_cWBIT	RecordName
   3	Child Record Object Key	300100035821118	SalesOrderItem_cWBIT	ObjectKey
   4	Child Record Name	SalesOrder1_Item1	SalesOrderItem_cWBIT	RECORD_NAME
   5	ChildFKey	300100035820958	SalesOrderItem_cWBIT	SalesOrder_Id_c
   6	Action Code	DELETE	SalesOrderItem_cWBIT	ActionCode

6. Review and activate the import activity.

What job roles do I need to import and export custom objects?

Any user who wants to generate the artifacts for custom objects, or import and export custom objects should be assigned the Custom Objects Administration job role (ORA_CRM_EXTN_ROLE). The Custom Objects Administration job role makes it possible to import and export custom objects for both the Common and Sales application categories.

If you implemented CX Sales and B2B Service prior to Release 10 and haven't upgraded to the new R10 security reference role model, then you must have the following duty roles assigned:

Application	Import Duty Role	Duty Role Code	Export Duty Role	Duty Role Code
Custom Object	Master Data Management Application Administration Duty Sales Administration Duty	ZCH_ENT_MASTER_DATA_MANAGEMENT_ADMIN_DUTY ZBS_SALES_ADMINISTRATION_DUTY	Trading Community Export Management Duty Opportunity Export Management Duty	HZ_TRADING_COMMUNITY_EXPORT_MANAGEMENT_DUTY MOO_OPPORTUNITY_EXPORT_MANAGEMENT_DUTY

• Security Reference for CX Sales and B2B Service

• Securing Sales and Service

How can I import a custom object with child having child record name different from parent record name?

Edit the CSV files for the child objects to add a column ParentRecordName. This column should have a value that matches the RecordName column of the CSV file for the parent object as shown in this table

Row Number	RecordName
1	ParentRecordNameValue

Parent CSV file structure

Row Number	RecordName	ParentRecordName
1	ChildRecordNameValue	ParentRecordNameValue

Child CSV file structure

In the Map Fields page, map the ParentRecordName column to the ParentRecordName attribute of the child object as shown in this image: