Import Process

Bryan

I am in the process of trying to implement an automated import process for users where we would look to a particular location for the file and pick it up for importing. The issue I am running into is not processing the file it is with changes after the fact. For example if a file is imported and then an hour later the user calls to say that the wrong pricing was on the sheet. Is there a way to back out the import? I have used MS CRM in the past and there import process allow for the full back out of previous imports.

One other thought (a possible future enhancement) on the import process. It would be great to have a mapping mechanism that would allow user to map fields in the import file to attributes in the business object selected. In this way the users would actually be able to do the imports themselves.

Thanks

tford

Hi Bryan,

Is there a way to back out the import?

There is no AwareIM process for doing this. I wonder if you could however build your own process.

.. allow user to map fields in the import file to attributes in the business object selected

Not sure exactly what you mean by this.

Bryan

The mapping process I was talking about is what is done in MS CRM. When importing you are first asked for the entity or business object that you want import. Then you are asked to map all of the columns of data from the import file to attributes of the entity/business object. The UI is a simple list of columns in the import file on the left and on the right you have drop down field directly across from it. The drop down is a list of all attributes available for the entity/business object. You map each column to a specific attribute.

Once complete you are given a preview of the imported data. Also, all imports are logged in the platform. If for some reason you need to back out the import you can go to the log and select the import process that you want to back out.