1. Using Incentive Compensation
  2. Import Performance Measures in Bulk Using Import Management

Import Performance Measures in Bulk Using Import Management

Using Import Management, you can create, update, or delete performance measures by importing .csv files with data in the specified format.

Create the Source CSV File

There are 5 objects available for importing performance measures.

  • • The Performance Measure object is used to import the primary information of the performance measure like name, description, start date, end date, and output expression. This is the parent object. Export this object to get the Performance Measure ID which is needed for child objects.

  • The Performance Measure Flex object is used to import any flexfield information for a performance measure. This is a child to the performance measure object. It needs the performance measure unique identifier for a successful import

  • • The Performance Measure Credit Category object is used to import any credit categories assigned to a performance measure. This is a child to the Performance measure object. It needs the performance measure unique identifier for a successful import.
  • • The Performance Measure Scorecard object is used to import any rate tables (scorecards) assigned to a performance measure. This is a child to the Performance measure object. It needs the performance measure unique identifier for a successful import.
  • • The Performance Measure Rate Dimensional Input object is used to import any input expressions assigned to a performance measure which has rate tables assigned. This is a child to the Performance measure object. It needs the performance measure input expression record unique identifier for a successful import. The ID can be obtained by exporting the Performance Measure Rate Dimensional Input first before running the import.

You can download the templates by going to Navigator > Tools > Import Management > Import Objects. Select the object you want to download the template for and click Download. Edit the downloaded file and provide valid values for the required attributes.

Create the Import Activity

After entering data in the .csv files, import the data using Create Import Activity under Import Management by going to Navigator > Tools > Import Management > Create Import Activity. You can either create a mapping before you import the files or use automatic mapping if the column headers in the template you downloaded are unchanged. Refer to the Understanding Import and Export Management for CX Sales and Fusion Service guide.