1. Using Incentive Compensation
  2. Import Plan Components in Bulk Using Import Management

Import Plan Components in Bulk Using Import Management

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

Create the Source CSV File

There are 6 objects available for importing plan components.

  • • The Plan Component object is used to import the primary information of the plan component like name, description, start date, and end date. This is the parent object. Export this object to get the Plan Component ID which is needed for child objects.
  • • The Plan Components Flex object is used to import any flexfield information for a plan component. This is a child to the plan component object. It needs the plan component unique identifier for a successful import.
  • • The Plan Component Incentive Formula object is used to import the output expression assigned to the plan component. This is a child to the Plan Component object. It needs the Incentive Formula unique identifier for a successful import, which can be obtained by exporting the Plan Component Incentive Formula object first. This import can be considered an update to the Incentive Formula object which is created when the plan component is created.
  • • The Plan Component Rate Table object is used to import any rate tables assigned to a plan component. This is a child to the Plan Component object. It needs the Incentive Formula unique identifier for a successful import.
  • • The Plan Component Rate Dimensional Input object is used to import any input expressions assigned to a plan component which has rate tables assigned. This is a child to the Plan Component object. It needs the plan component input expression record unique identifier for a successful import, which can be obtained by exporting the Plan Component Rate Dimensional Input object first. This import can be considered an update to the Plan Component Rate Dimensional Input object which is created when a rate table is assigned to the plan component as part of its incentive formula.
  • • The Plan Component Performance Measure object is used to import any performance measures assigned to a plan component. This is a child to the Plan Component object. It needs the Plan Component unique identifier and the performance measure unique identifier for a successful import, which can both be obtained using exports.

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.