Export MDF Objects and Attributes

Sales administrators and channel operations managers can export MDF object data to a file so they can update balances or process claims externally with third-party financial tools.

They can aslo perform mass updates to MDF Budget teams, MDF Request teams, and MDF Claim teams (team ownership, team members, team access level or function) then import the new teams.

The column headers in the output file are recognized when you reimport your MDF objects, which allows the import process to automatically map the MDF object values.

Sales administrators and channel operations managers can export the following:

• All MDF Budget objects (MDF Budget, MDF Budget team, MDF Budget Countries).

• All MDF Request objects (MDF Request, MDF Request team).

• All MDF Claim objects (MDF Claim, MDF Claim team, MDF Claim Settlement).

You can reimport all exported files without changing the file format.

Sales administrators and channel operations managers can use these steps to export their MDF data.

1. Sign in with your Sales Administrator or Channel Operations Manager credentials.

2. From the Navigator, click Setup and Maintenance.

3. In the Setup field, select Sales.

4. In the Functional Areas region, click Data Import and Export.

5. Search for and select the Manage File Export Activities task.

6. Click the Create icon to create a new export activity.

7. On the Create Export Process Definition: Enter Basic Information page, provide a name for your export activity.

8. From the Parent Objects list, select MDF budget, MDF request, or MDF claim depending on which MDF object data you want to export.

9. In the File Name field, provide a name for the export file, such as MDF Budget Export, or MDF Request Export.

10. Click Next.

11. On the Create Export Process Definition: Review page, choose the child or customer-defined objects you want to include in your export file.

12. In the Edit Filter Criteria column, click the icon and specify the date after MDF data will be included in the export, and provide a name for this new saved search.

13. Click Save, then click OK.

14. On the Create Export Process Definition: Review page, click Next.

15. Select if you want to export the data immediately, or schedule to export process to run at a later time.

16. If you selected Immediate, then click Activate to start the export activity. If you selected to schedule the export for a later time, then click Save and Close.

17. After the export process completes, you can see the export file in the History region of the Manage File Export Activities page.

18. In the Exported data file column, click the file name to open it.