CSM 10.4 Documentation

Home

Run a One-time Import of Business Object Data

Use a one-off import to quickly add Business Object data to your system. For example, to import data from a legacy Service Management tool, you can export that data to a .csv file, and then run a one-time import.

To run a one-off data import:
  1. In the CSM Administrator, select the Database category.
  2. Select the Stored Import Definition Manager (CSV files) task.
  3. Select New to open the Import Data Wizard, and then select Next.
  4. From the Primary Business Object drop-down list, select Business Object to import the .csv file data into.
  5. Optionally, select a timeout to specify the number of seconds the system should wait before the import operation times out. This option is only available for 3-tier database connections.
  6. Select Next.
  7. Select a Column in File (example: Description) to map it to a Business Object Field, and then select an action:
    Option Description
    Do not import this column Select this option to prevent data from this column from being imported
    Import into field Select this option, and then select a Business Object field to import the column data into.
    Repeat these steps for all columns.
  8. Select Next.
  9. Optionally, selectAdd to add more data to Business Object fields, and then select a field from the Field to Populate list.
    Option Description
    Expression Select this option, and then select the Expression.
    Concatenate Columns from File Select this option, and select Add to choose a column from the file to concatenate data in the columns based on the specified separator characters.
    Separator characters Choose the character to separate column data during the import process.
  10. Select Next.
  11. Define options to take when duplicate data is detected.
    Option Description
    Duplicate Records in Import File Select the Ignore Duplicate Entries checkbox to ignore duplicate entries in the .csv file. Select Add to select which columns to ignore when duplicate entries are found.
    Records in Database that Match Import File Select one of these options:
    • Select the Import all records - No duplicate check radio button to import all data from the .csv file, even if data matches existing records in the database.
    • Select the Ignore/skip duplicate records radio button to skip records that exist in the .csv file and the database.
    • Select the Update duplicate records radio button to update the database with information from the .csv file.
      Important: Selecting the Ignore/skip duplicate records radio button or the Update duplicate records radio buttons requires column names to be specified (Add>Select column names for the Import Data Wizard to ignore or update)
  12. Select Next.
  13. Optionally, use the Delete Existing Data page to define these options:
    Option Description
    Delete existing data from the business object before import Select this check box to replace current data with new data from the .csv file.
    Do not delete data if import file is empty Select this checkbox to prevent Business Object data from being deleted but not repopulated. (example: the .csv file has blank columns, so the original Business Object data is still needed).
  14. Select Next.
  15. Optionally, select the Test Import button. After the test runs, warnings appear for any duplicate entries.
  16. Select Import.

Was this article useful?