You are an Applications Administrator and you want to reimport a data import batch so that you can change the deduplication options for the batch you have already imported. You start at the Overview page.
Steps:
You want to view the data import batch processing results for the batch you have just imported, and so you click on the Batch ID link.
Click the Batch ID link.
Step 1You view the summary information for the processed import batch.
You specified that you wanted to deduplicate the data in the import batch, so now you want to view the batch and registry deduplication import details.
Click the Import Details button.
Step 2You view the batch deduplication results.
Now you want to view the registry deduplication processing results.
Click the Registry Deduplication link.
Step 3You are not satisfied with the deduplication processing that was carried out by the import process, so you return to the Data Import Overview Page to reimport the import batch with different deduplication criteria.
Click the Cancel button.
Step 4You return to the Data Import Overview Page.
Click the Cancel button.
Step 5To reimport the batch, you highlight the batch in the Data Import Batches Region. You ensure that you don't click the Batch ID link.
Click the Legacy customer data cell.
Step 6Click the Actions menu.
Step 7Click the Import link.
Step 8You still want to verify for duplicates within the batch, so you leave the duplicates check option selected.
Step 9You decide to accept the default match configurations to identify duplicates.
Step 10You choose different actions to be carried out on the duplicate records.
You decide that you will keep the duplicate persons and organizations in the batch.
Click the Keep all duplicates list item.
Step 11You decide that you will remove the duplicate addresses in the batch.
Click the Remove all duplicates list item.
Step 12Next you define your registry deduplication preferences.
Click the Next button.
Step 13You still want to verify for duplicates between the batch and the registry, so you leave the duplicates check option selected.
Step 14You decide to accept the default match configurations to identify duplicates.
Step 15You choose different actions to be carried out on the duplicate records.
This time you want to import the duplicate persons and organizations.
Click the Import duplicate records list item.
Step 16You decide that you will remove the duplicate addresses.
Click the Do not import duplicate records list item.
Step 17Next you define the import options.
Click the Next button.
Step 18You specify to run the batch in the preview mode. This mode will allow you to review the data before you import it.
Click the Run the batch in preview mode option.
Step 19Submit the import to start processing the data import batch immediately.
Click the Submit button.
Step 20Your import is now processing.
Step 21The import batch has completed with a status of Preimport completed. You review the import batch processing results.
Click the Batch ID link.
Step 22You view the summary information for the processed import batch.
You then want to view the import details showing the batch and registry deduplication results.
Click the Import Details button.
Step 23You view the batch and registry deduplication results.
Step 24You are satisfied with the deduplication processing that was carried out by reimporting the batch, so you complete the import of the customer data into the registry.
Click the Complete Import button.
Step 25You choose to import the batch immediately.
Click the As Soon as Possible option.
Step 26Click the Submit button.
Step 27You want to check the progress of the import, so you return to the Data Import Overview Page by closing the Edit Data Import Batch page.
Click the Cancel button.
Step 28Your data import batch has been successfully imported. This concludes this demonstration of reimporting a data import batch.