Import — Exercises

Basic Data Setup

Exporting Data to a .txt File

Purpose: The purpose of this exercise is to set up the basic data required for running this particular functionality.

Launch Application: Sales & Marketing Client

  1. Launch the Sales & Marketing Client application.
  2. Search for all existing accounts.
  3. On the Result pane, right-click, point to Send to and select Export.
  4. On the dialog box that appears, select All NOT selected rows.
  5. Select Text as the file type and click OK.
  6. Name the file as Accounts, select a location in which to save the file and click Save.

Note: Ideally, a data export is done for data migration purposes during a database upgrade, for instance.

Main Exercise

Purpose: The purpose of this lesson is to use the import functionality to import necessary data.

Launch Application: Sales & Marketing Import

Importing Data

  1. Open the Sales and Marketing Client.
  2. On the File menu, click Import.
  3. On the window that appears, on the File Name field, browse for the Accounts.txt text file, click Open and then click Next.
  4. Select <New Template> on the Template field and click Map Fields to create a new template.
  5. On the dialog box that appears, drag Name from the left column on to *Account.Name on the right column to map from the import file.

Note: Only mapped fields will be imported. It is only possible to map one field from the text file to a particular field in the database, except for a note field were it is possible to map several fields.

  1. Click on *Account.Name to select the row and then click Advanced.
  2. On the dialog box that appears, select the This field is part of the duplication check check box and the Leave value in the database check box and click OK.
  3. Select Import new records and update existing records and click OK.
  4. Give a file name and select the location where you wish to save the .xml file and click Save.
  5. Click Next and verify that the information listed is correct.
  6. Click Finish to start importing data.
  7. Once the data has been imported, click OK.
  8. View the log file that opens and click Close.

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