Importing Your Data
Before you begin. Prepare your CSV files and add any necessary fields or picklist values to the application. For more information, see Preparing for Data Importing.
After you have prepared your data for importing, access the Import Assistant and perform the import.
TIP: Make sure that your import CSV file is set up correctly by doing a test import of five records. It is much easier to correct mistakes for five imported records than for the full number in your import file.
To import records
- In the upper right corner of any page, click the Admin global link.
- In the Data Management Tools section, click the Import and Export Tools link.
- In the Import Data section,select the record type you want to import from the drop down menu.
- Click the Launch button.
This starts the Import Assistant.
- For Step 1:
NOTE: The following options are available depending on the record you wish to import.
- Select how you want the Import wizard to identify matching records.
The Import wizard uses an external unique ID, which is a unique external ID field that is imported from another system. The Import Wizard also uses CRM On Demand pre-defined fields. These are non-ID fields, such as Account Name and Location.
For information on how duplicate records are defined, see About Record Duplicates and External IDs.
- Select what you want the Import wizard to do if it finds a duplicate unique record identifier in CRM On Demand. Your choices are to not import duplicate records, to overwrite existing records or to create additional records.
NOTE: This option is not available in Task, Appointments, Notes, Account Teams, Contact Teams and Opportunity Contact Roles.
- Select the action you want the Import Wizard to follow if the imported record's unique record identifier does not match an existing record in CRM On Demand.
NOTE: This option is not available in Task, Appointments and Notes. If you select Overwrite Records and Don't Create New Record in the previous option, this results in the record being updated.
- Select how you want to handle picklist values in your CSV file that do not match the values in the application.
The Import wizard can either add the new value to the picklist or will not import the field value.
NOTE: This is not available when importing Notes or if the user's language is different than the company's default language.
- Decide if the Import Wizard should create a new record for missing associations (related records) in your data file.
NOTE: This option is only available when importing Accounts or Contacts.
- Select the date/time format used in the CSV file.
For more information, see Field Type Guidelines for Importing Data.
- Verify that the file encoding selection is Western.
NOTE: Do not change this setting unless you are certain another encoding method is used. The default, Western, applies to most encoding systems in Europe and North America.
- Select the type of CSV delimiter used in your file: comma or semi-colon.
- Select the CSV file whose data you want to import.
- For Step 2:
- Follow the instructions for validating your file, if necessary.
- Select a field mapping file, if available.
Field mapping files (.map) contain the pairing of fields in your CSV file with existing Siebel CRM On Demand fields. After you perform an import, the system sends you an email containing the .map file with the recent mapping scheme. Save it to your computer to re-use it during later imports.
- For Step 3:
- Map the fields in your file to Siebel CRM On Demand fields. At a minimum, you need to map all required fields to column headers in the CSV file.
- The Import Assistant lists the column headers from your import CSV file next to a drop-down list showing all the fields in that area in Siebel CRM On Demand, including custom fields you added.
If the address field you need does not appear in the drop-down list, select the corresponding one shown in this table.
To filter your list on this field
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Select this field from the drop-down list
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Street Number Address 1 Chome
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Number/Street
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Ku
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Address 2
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Floor District
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Address 3
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Shi/Gun
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City
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Colonia/Section CEDEX Code Address 4 URB Township
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PO Box/Sorting Code
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MEX State BRA State Parish Part of Territory Island Prefecture Region Emirate Oblast
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Province
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Island Code Boite Postale Codigo Postal
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Zip/Post Code
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- If you selected a .map file, verify that the fields map correctly. Custom fields created since you ran the previous import might need to be mapped.
- If you are importing Leads, the Import Wizard prompts you for corresponding Campaign name and Lead Owner.
For information about external IDs, see About Record Duplicates and External IDs.
CAUTION: If you have selected the wrong file to import, click Cancel to change selections. At this point, using the Back button does not clear the cache, so the import file you originally selected appears in the field mapping step.
CAUTION: External Unique ID and Manager External ID are key fields that are used to associate Contacts with their Manager Records. If these fields are not mapped, the Manager Record will be associated with Contacts using the Contact Name and Manager fields. When using the Contact Name and Manager fields to do this association, the data file records will be subject to more stringent dependency ordering.
- For Step 4, follow the onscreen instructions, if necessary.
- For Step 5, click Finish.
Import Errors and Warning Messages
To view the queue for your import requests
- In the upper right corner of any page, click the Admin global link.
- In the Import and Export Queues section, click the Import Request Queue link.
The Import Request Queue page appears with information about your requests, including the estimated time of completion.
The following table describes the import status.
Status
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Description
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Queued
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The import has not been processed yet.
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In Progress
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The import is being processed.
NOTE: The request cannot be deleted in this state.
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Completed
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No errors during import.
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Completed with errors
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The import completed but there were some errors with some of the records.
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Failed
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The import completed but none of the records were imported.
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Error
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The import did not complete because an error occurred.
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The following table describes the import record information.
Import Record Information
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Description
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# Submitted
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The number of records contained in the CSV file.
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# Processed
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The number of records the import engine has currently processed. This field is processed every 20 seconds, or as set by a system process.
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# Successfully Imported
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The number of records that were imported without any problems.
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# Partially Imported
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The number that were imported but not all the fields for the record were imported.
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# Not imported
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The number of records that were not imported at all.
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