Importing Data with Data Loader

Source: This article refers to Importing Data with Data Loader

In a Nutshell

The following document describes the process for importing data using the Data Loader.

The Data Loader is located in Master Data Management > Settings > Data Loader.


Data Loader Templates

The Data Loader Templates are used to upload data managed in other systems to the Coresystems Cloud for use in the Field Service Management applications. The fields contained in the template references correspond to the column names used in the Coresystems Cloud Data Model.

The id columns may refer to:

  • the externalId property supported in version 4 of the Data API
  • the code property (generally specific to ERPs)
  • or to name property, or even to userName/emailAddress.

This column is used to connect data objects to one another. For example, a Contact record could specify the id of a Business Partner, which would then connect the Contact to the Business Partner.

Note: For more information on the Data Objects supported by the Data Loader (including constraints, types, and categories), refer to the Data Object table below.


Data Loader Workflow

1. Download Template
The first step is to download one of the data object templates. Templates are available in CSV and XLSX format, and users can select multiple data object templates to be combined into a single spreadsheet.
2. Format/Enter Template Data
Next, you will enter or transfer information into the template and format it to align with the column naming and comma-delimiting rules. Data must be encoded in UTF-8.
3. Merge or Overwrite
Next, you will select whether you want to merge the data contained in the template with records that may already exist in the database, or overwrite them completely.
4. Upload Template Data
After selecting between Merge and Overwrite, you can then upload the data. Data can be uploaded in XSLX or CSV format.
5. Review Data
The application will then review the template file for errors. When the data has successfully passed validation and been uploaded, it can then be reviewed in the relevant data object tab (example: Business Partner) of the Master Data Management Module.

1. Download Data Object Template

In order to use the Data Loader, you must first download a data object template.


2. Format/Enter Template Data

Next, you will enter data using the template, or format existing data to match the column naming conventions contained in the templates.

Please take note of the following:

  • Data Object templates are available in CSV, XLS, and XLSX format.
  • Only UTF-8 encoding is currently supported.
  • Only columns with an asterisk (*) are required. All other columns can be removed if not required for import.

The following steps describe importing and exporting CSV to Excel. However, these steps can also be used to manage CSV-formatted tabular data from other sources for preparation in using the Data Loader.

Note: It is recommended to remove all automatic formatting settings when editing XLS and XLSX templates in Microsoft Excel, as these settings can corrupt the data templates and result in errors when uploading.


3. Merge vs Overwrite

When uploading a data object file, you must first select the data object type you wish to overwrite or merge.


4. Upload Template Data

After you have completed entering data into the template, or formatting existing data to match the namining conventions and exported to CSV format, you can then upload the file.

Note: When uploading XSLX or CSV-formatted data, the application will parse data based on columnar names, not data object template types.


5. Review Template Data

After you have successfully uploaded data, you can then review it from the tab specific to the data object file you have uploaded (example: business partner).


Appendix

Data Object Table

For more information on the Data Objects supported by the Data Loader, such as constraints, supported data types, and categories, refer to the following table.


Error Codes

When uploading the csv-formatted files with object data, the application may return error code messages. Refer to the following table for more details on error code messages.

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