Import Activity Options
You can use the import options available in CX Sales and Fusion Service to create import activities.
Source File Data Transformation
You use the options in this table to identify the formatting of source file data so that the data can be correctly interpreted and transformed by the import process.
Option |
Description |
---|---|
Decimal Separator |
The format of the fractional portion of numeric values in columns mapped to attributes with a decimal attribute type. |
Date Format |
The format for values in columns mapped to attributes with a date attribute type. |
Time Stamp Format |
The format for values in columns mapped to attributes with a time stamp attribute type. |
File Encoding |
The overall encoding of the characters within the file. |
Interface to Target Import Options
Depending on the object you're importing and the application modules you implemented, you need to select some options. All the options are provided in this table.
Option |
Description |
---|---|
Import Mode |
To import leads and employee resources, you have the option of specifying if you want to create and update records or only update records. If you select update, then any new records will be ignored by the import process. For all other import objects, both create and update operations are available. |
Allowable Error Count |
The Allowable Error Count threshold determines if the import operations need to be automatically canceled, if the number of consecutive rows with validation errors exceeds the user defined threshold value. The default value for Allowable Error Count is 2000 but you can change this value when configuring your import. During the "Preparing Data for Import" step, if the number of consecutive rows in your input file with a validation error exceeds the Allowable Error Count value, then the import will be canceled. If the Allowable Error Count isn't reached in this step, then the import will proceed. Errors encountered during the "Importing Data" step aren't counted as part of the Allowable Error Count. Validation errors include:
Duplicates found using matching configurations for Customer Data Management objects don't contribute to the error count. |
Notification E-Mail |
The e-mail of the intended recipient of import processing notifications. Currently this option is supported only for Opportunity, Lead, and user-defined objects. |
Customer Data Management Duplicates |
You can select the options in the Customer Data Management LOV for handling duplicates when you're importing accounts and legal entities either alone or as part of another object. Note: You can use the Customer Data Management Duplicates
LOV to retrieve duplicates only if you have licensed the data quality
functionality. Once licensed, you must rebuild the keys for your matching
configuration using the Manage Enterprise Data Quality Matching Configurations
task. For more information, see the Implementing Customer Data Management
for CX Sales and Fusion Service guide.
The duplicates are determined using the following matching configurations:
Using this option, which is available only if you licensed the data quality functionality, you can select different options for handling duplicates when you're importing accounts and legal entities either alone or as part of another object. The duplicates are determined using these matching configurations:
You can select from one of the following:
|
Duplicate Look Back Days |
This option applies only to the Lead import object. Only existing leads created within the period determined by the look back days value are evaluated for duplicates based on the attributes selected for duplicate validation in the predefined import mapping. If a duplicate is found, the lead isn't imported and the duplicate record will be reported on the Exception report. Duplicate leads are included in the calculation of the allowable error count threshold. |
Execute Groovy Scripts and Workflows |
Selecting this option enables import to trigger the execution of Groovy Scripts and Workflows that have been configured for the object being imported. This option is enabled only if your source file has low-volume data records and the object to be imported supports it. |