1. Understanding Import and Export Management for Sales and Fusion Service
  2. Export and Import Account Data between CX Sales and Fusion Service Instances Using the Round-Trip Feature

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

This example shows how to export the Account object from one instance of CX Sales and Fusion Service and import the exported data into another instance of CX Sales and Fusion Service using the round-trip feature.

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

Export Data from CX Sales and Fusion Service Using Export Management

You can export Account object records from CX Sales and Fusion 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 Enable Round Trip 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 Fusion Service Using Import Management

You can import data into CX Sales and Fusion 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.

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