Import install base items with guided setup

  • 릴리스 버전: Australia
  • 업데이트 날짜 2026년 03월 12일
  • 소요 시간: 1분

    • Install base items represent the instances of the product that have been configured for a customer.

    시작하기 전에

    Role required: admin

    이 태스크 정보

    Each install base item references the configuration item record for the customer.

    프로시저

    1. Navigate to All > Customer Service > Administration > Guided Setup and click Get Started.
    2. In the Foundation Data category, click Get Started and then click Import Install Base Items.
    3. Upload data from an external data source into an import set.
    4. Create a transform map.
    5. Execute the transform map to transfer the data.
    6. Verify that the data records are imported into the target table.