Importing Profiles

Use this procedure to import profiles into Account Reconciliation. You can only import a maximum of 300,000 profiles at one time in a file. If you need to import more than 300,000 profiles, you need to break the profiles into multiple file imports to keep under the maximum.

To import profiles:

1. From Home, click Applications, and then Profiles.
2. On Profiles, select Actions, and then Import.
3. On the Import Profiles dialog box, enter:
   1. File

      Enter or click Browse to locate the file you want to import.

   2. In File Type select one:

      • Profiles

      • Summary Reconciliation Children

        Note:

        You can use the Export Profiles option to first export Summary Reconciliation Children before using the import. You can also use Export Profiles option first if you want to make revisions to profile attributes. First export the file, then make your revisions, and use Import to re-import the revised profiles. See Exporting Profiles.
   3. Select one:
   4. Import Type

      Select one:

      • Replace—Replaces the definition of a profile with the definition in the import file. This option replaces the profile detail with the detail that is in the file that you are importing.

      • Update—Updates partial information for profiles. Account Segment values are required. For example, in the import file, you changed profile instructions or reassigned reviewers. You also made the same change to a large number of profiles, for example, adding a new attribute to 100 of 400 profiles. This option is not a full replacement of the profile details; only details for the attributes specified in the file are updated. For example, if the import file has only a column for a profiles instructions, then the preparer, reviewers, and other attributes are not affected.

      Note:

      If you import profiles containing an organizational unit, you must specify the Organizational Unit ID in the import file.
   5. Date Format

      Select a Date Format from the drop down list of allowed date formats. Date formats are not translated. By default, the date format is set to the locale date format of the exported file location.

      For example:

      • MM/dd/yyyy

      • dd/MM/yyyy

      • dd-MMM-yy

      • MMM d, yyyy

   6. Select a file delimiter for the import file (for example, comma or tab). Or, choose Other to specify any single character as the delimiter.
   7. Click Import. An import summary status is displayed:

      • If the import is successful, Import Success displays the number of profiles imported.

      • If the import generates errors, the profiles with errors are not imported, and Import Errors identifies errors.

4. Click OK to return to the Profile List, or click Reset to load another file. With either selection, profiles that were imported successfully are saved and the errored profiles are discarded.