Creating a table from an XML file (first time)

[gnunez]

Hello,

I was requested to create a Vendor reference table and import the options from an Excel file. Its my first time creating a table and I so many mandatory fields but not sure what to complete. Any advice or tips for a newbie?

Thanks in advance!

Grace

[Rajesh Mushke]

Hey gnunez

do you have the XML file with you?

[gnunez]

Hi Rajesh,

Sorry I meant an Excel file and yes I have it.

[Rajesh Mushke]

Then follow below screen Procedure :

Data import using import sets:

To import data define a data source and transform map, and run or schedule an import.

Importing data: data flow

• Create a data sourceCreate a data source record to define what data an import set should import.
• Data source fieldsAdditional fields appear on the data source form depending on the value of the Type field.
• Create a transform mapEvery import operation to a production table requires at least one transform map associated with an import set.
• Mapping optionsYou can map fields in a number of ways depending on the circumstances of the import and whether data must be transformed prior to loading onto a production table.
• Create a field mapField maps establish a relationship between a field in an import set table and a field in the target table.
• Field map script variablesSeveral predefined variables are available in the Source script field.
• Run an importYou can manually run an import to immediately import data.
• Importing date/time valuesConsiderations when importing data containing date/time values.
• Review the import setAfter an import set completes, you can review the completed import and clean up import set tables. Even if no errors were reported by the progress indicator, review how your data was imported into the new import set.
• Viewing the import logThe import log is where you can find information about the internal processing that occurs during an import operation.
• Import run historyThe import history gives status information about individual import operations.
• Schedule a data importScheduled imports make it is possible to specify that certain import operations should occur at some regular interval.
• Post CSV or Excel files directly to an import setAn administrator can post CSV or Excel files directly to instance.

Let me know, if you need more help.

[Rajesh Mushke]

You can also do like this:

Navigate to Local update set & right click on any field--> select import like in below screen shot

Select import/Update and choose excel file & click on submit, like in below screen shot:

Let me if you need more help.