Import set

Mark Wood
Tera Contributor

‎01-27-2024 08:49 PM

Hello Experts,

I have an Excel file with three sheets created for different classes. I would like to know if it's possible to import all the data in one go, or if I need to perform the import separately for each class. I have attached the Excel file. Please guide me. Thank you.

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Saurabh Gupta
Kilo Patron
Kilo Patron

‎01-27-2024 09:53 PM - edited ‎01-27-2024 09:59 PM

Hi @Mark Wood 
You can do it in a single go after creating a single data source and multiple transform maps with different order within that data source.

SaurabhGupta_0-1706421555142.png

 

 

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If the provided solution meets your needs, kindly consider marking it as helpful and accepting it as the solution. This helps others who may have similar questions.

Thanks and Regards,

Saurabh Gupta

Anand Kumar P
Giga Patron
Giga Patron

‎01-28-2024 12:47 AM

Hi @Mark Wood ,

As suggested by @Saurabh Gupta   you can create data source and created transform map for each class with order.

 

  1. go to system import sets-->load data module
  2. enter table name..chose file(.xls file) make sure 1st row in excel match fields in your destination table.so it will automap.
  3. then click on create transform link
  4. give it a name,select destination table(table in which u want to upload data)
  5. click on auto map matching fields..if required fields do not match then click on mapping assist and match fields.
  6. set colesce true to any one field from related list. it will be your unique field
  7. click transform

Mark it as helpful and solution proposed if it serves your purpose.
Thanks,
Anand