1. Sales Questions and Answers
  2. How can I mass end date members with the Resource role using Import Management?

How can I mass end date members with the Resource role using Import Management?

To end date users with the Resource role, first you need to export the entire resource object so that you have a detailed view of your resources.

See End Date Resource Role for a User (Doc ID 2682070.1) for more information.

Export the Resource File

Here's how to export the resources to a file:

  1. Sign in as a user with the Sales Administrator job role.
  2. Navigate to Export Management (in the Tools menu).
  3. Select Create Export Activity.
  4. Enter a name for the export job.
  5. In the Object field, search for and select the Resource object. The File Name field automatically fills with the relevant .zip file.
  6. Click Next.
  7. In the Export Objects area, in the Filter Name column, click the magnifier icon and enter a condition to filter your resources. To capture all files, enter something like ResourcePartyNumber!=NULL.
  8. In the Resource Attributes pane, select the fields that you want to capture in the export file. At a minimum, select these:
    • First Name
    • IndividualRoleCode
    • IndividualRoleStartDate
    • IndividualRoleEndDate
    • Last Name
    • Membership Role End Date
    • Organization
    • Organization Role Code
    • Organization Membership Role Start Date
    • Party Number
  9. Click Next and then Submit.
  10. In the Manage Exports area, wait for the exporting process to finish. After it's finished, click the My Completed Exports down-arrow.
  11. In the table, click the name of the export and download the .zip file from Actions column.
  12. Extract the .csv file from the .zip file and save it to your computer.

Import the Resources with End Dates

Here's how to import the resources with end dates:

  1. Prepare the import file (as a .csv file) and ensure these columns are populated with the appropriate values:
    • ResourcePartyNumber
    • IndividualRoleCode
    • IndividualRoleStartDate
    • IndividualRoleEndDate
  2. Navigate to Import Management (in the Tools menu).
  3. Select Create Import Activity.
  4. Enter a name for the import job.
  5. In the Object field, search for and select the Resource object.
  6. Browse for the .csv file you saved earlier.
  7. In the Map Fields page, ensure the Target Attributes are mapped. If the automatic mapping doesn't recognize all your fields from the source file, click Save as and give the Mapping a name.
  8. Click Validate Data.Fix any validation errors and then close the validation window.
  9. Complete the import.
  10. Click Next and then Submit.
  11. Verify that the import activity succeeded.

Related Topics