How do I create a standalone resource?

You can import resource data from an external data source into Sales and Fusion Service using Import Management. You must create or import resources before you can associate them with resource organizations.

Before You Begin

The scenario in this example assumes that the following prerequisites have already been set up.

1. Employees must exist in the application.

2. User accounts and email IDs are set up for the already existing employees.

3. Appropriate business units are set up using the Manage Business Unit task.

   To find the business unit, navigate to the following in the Setup and Maintenance work area:

   • Offering: Sales

   • Function Area: Data Import and Export

   • Task: Manage Business Units

4. Appropriate legal entities are set up using the Manage Legal Entities task.

   To find the legal entity, navigate to the following in the Setup and Maintenance work area:

   • Offering: Sales

   • Function Area: Data Import and Export

   • Task: Manage Legal Entities

Scenario

In this scenario, Lina John is created as a SALES_REPRESENTATIVE. You must create a source file (CSV) with the attributes and import it using import management as shown in this table.

Attribute Name	Value
FirstName	Lina
LastName	John
UserName	[e-mail]
ResourceEmail	[e-mail]
BusinessUnit	Vision Corporation Enterprise
LegalEntity	Vision Corporation
IndividualRoleCode	SALES_REPRESENTATIVE

Note: To create a Sales Manager, specify SALES_MANAGER for the Individual Role Code attribute.

You can import the source data file.

1. Go to Navigator > Tools > Import Management > Import Queue.

2. Click Create Import Activity in the Manage Imports page.

3. In the Enter Import Options page, provide a name for the import activity, and select Resource from the Object drop-down list.

4. Select the CSV file in the File Name field, and click Next.

5. The source and target attributes are automatically mapped in the Map Fields page. Review and edit the mappings if required.

6. Check the file for unmapped columns or data format issues by clicking Validate Data. Click Next.

   Note: Validation errors, if any, are displayed on the Mapping Validation screen. If you get warnings about unmapped columns, then you can ignore these columns and proceed to submit the import job. Validations are for informational purposes and applicable only for low-volume imports.

7. Review the import details on the Review and Submit page, and click Submit when you're ready.

8. Navigate to Resource Directory and search for Lina in the Search section.