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Exporting Your Company's Data

You can fully or partially export your company's data from Siebel CRM On Demand to an external file. The file is a zip file that contains individual CSV files for each record type you select to export.

NOTE: If your company uses an industry-specific edition of the application, those record types specific to your industry (such as Households, Vehicles, MedEd Events, and Funds) along with their linked activities and notes are excluded from the export.

Also, if you export records for recurring opportunity products, the application populates the Parent_ID column for that row. For non-recurring records, the Parent_ID cell is empty.

Before you begin. To perform this procedure, your role must include the Administration Export privilege.

To export your company's data

NOTE: There is a limit to the number of exports (both full and partial) that can be done on a weekly basis. For details, contact Customer Care.

  1. In the upper right corner of any page, click the Admin global link.
  2. In the Data Management Tools section of the Admin Homepage, click the Import and Export Tools link .
  3. On the Import and Export Tools page, click the Export Data link.

    This starts the Data Export Assistant.

  4. For Step 1:
    1. Do one of the following:
      • If you wish to perform a full export, select the Export All Record Types radio button.
      • If you wish to perform a partial export, select the Export Selected Record Types radio button and the record types you wish to export.
    2. Click Next.

      Each record type is exported to a separate CSV file within the zip file.

  5. For Step 2:
    1. Select the time zone used in the exported CSV file.
    2. Select the date/time format used in the exported CSV file.
    3. Select the type of CSV delimiter used in your file: comma or semi-colon.
    4. Select the filter criteria to limit the data in your export.

      NOTE: The first time you export your data, you might not want to filter on dates. After that, however, consider setting up incremental exports by filtering the data on dates since the previous export.

    5. Click Next.
  6. For Step 3, follow the onscreen instructions to finish the export process.

To view the queue for your export requests

  1. In the upper right corner of any page, click the Admin global link.
  2. 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

    Description

    Queued

    The export has not been processed yet.

    In Progress

    The export is being processed.

    NOTE: The request cannot be deleted in this state.

    Completed

    No errors during export.

    Completed with errors

    The export completed but there were some errors with some of the records.

    Failed

    The export completed but none of the records were imported.

    Error

    The export did not complete because an error occurred.

    The following table describes the export record information.

    Import Record Information

    Description

    Submitted

    Time and date when the export was performed.

    Completed

    Time and date when the export was finished.

    # Exported

    The number of records that were exported.

    # Completed Objects

    The number of objects that were successfully exported without any problems.


Published May 2008