Round-Trip Feature
This topic gets you started on the round-trip feature of Import and Export Management.
It explains how to
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Export the data from one instance of CX Sales and Fusion Service
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Makes any changes in the exported CSV files as required
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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 Fusion Service, then select the Enable Round Trip 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 Fusion Service. You must use the CSV file extracted from the downloaded ZIP file. Don't edit the header row in the CSV file.
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.