Making an Entity or Field Available to Import

The Import property designates whether an entity, field, or related entity can be imported using the Infor CRM Web Client Record Import.

In order for data to be imported, the import option must be set at several levels, the entity level, the field level, and the relationship level for related entities.

The system administrator and users with the appropriate role can access these features.

How Do I?

Make an entity importableClosed
  1. Open the Entity Manager view.
    1. Click the entity Name for the entity you want to set up for import.
      The Edit Entity dialog box opens.
    2. Select Import.
    3. If desired, select Match to use the entity as match criteria when searching for duplicate records during an import.
      You will also need to specify at least one field as match criteria.
    4. Click OK.
  2. On the Entity Manager view, with the entity from step 1 still selected, click the Fields tab.
    1. Select the field you want to import.
    2. Click EditClosed.
    3. In the Edit Field dialog box, select Import.
    4. If desired, select Match to use the field as match criteria when searching for duplicate records during an import.
      The field will only be used as match criteria if the entity is also designated as match criteria.

      		If an entity is selected as match criteria, then you will also need to specify at least one field of that entity as match criteria.
    5. Click OK.
    6. Repeat steps 2a-2e for each field that you want to import.
Include related entities in an importClosed
  1. On the Entity Manager view, select the main entity to be imported, and then click the Relationships tab.
    Selecting Import will allow the entity to be imported when the related entity is imported, but only if the Import option is selected at the entity level for both the parent and child entities.
    1. Select the relationship for the related entity you want to import.
    2. Click EditClosed.
    3. In the Edit Relationship dialog box, select Import.
    4. Make sure the Include check box is selected so that it is included in the code generated output.
    5. Click OK.
    6. Repeat steps 1a-1e for each related entity that you want to import.
  2. For each related entity, click the entity Name in the Entity Manager list to open the Edit Entity dialog box.
    1. Select Import.
    2. If desired, select Match to use the related entity as match criteria when searching for duplicate records.
      You will also need to specify at least one field as match criteria.
    3. Repeat 2a-2b for each related entity you want to be imported with the main entity.
  3. On the Entity Manager view, with the entity from step 2 still selected, click the Fields tab.
    1. Select the field you want to import.
    2. Click EditClosed.
    3. In the Edit Field dialog box, select Import.
    4. If desired, select Match to use the field as match criteria when searching for duplicate records during an import.
      The field will only be used as match criteria if the entity is also designated as match criteria.
    5. Click OK.
    6. Repeat steps 2a-2e for each field that you want to import.
  4. Repeat steps 1-3 for each related entity you want to import.

Related Topics

Using the Entity Manager

 

 

What's New in this Release

 

For a list of new features, see the What's New In This Release topic.

Other Resources

 

Getting Started with Infor CRM Web Client

Infor CRM Quick Reference for the Web User

Getting Started with Infor CRM Back Office Extension

Contact us:

This documentation was developed by Infor CRM User Assistance. For content revisions, questions, or comments, contact the Infor CRM writers at documentation@infor.com.