Importing Data into Applications

You can import data into only certain parts of the application. For example, you cannot import contacts into the My Personal Contacts view. However, you can add personal contacts by creating new records in the Personal Contacts view or by synchronizing with a Personal Information Manager (PIM), such as Microsoft Outlook.

To import accounts or opportunities, then contact your administrator. You can import a maximum of 2000 records at the same time.

To import data into the application

  1. Navigate to the screen into which you want to import data.

    Note: You cannot use the import feature from a view.

  2. Click Menu (the cogwheel icon), and then click Import.

    The Import dialog box appears.

  3. In the Import dialog box, do the following:

    1. Click Browse for the Input File field to select the file to import.

      A dialog box appears.

    2. Select the file you want to import, and click Open.

    3. Use the Input Format option buttons to select the format of the input source file.

      Note: The file you import must be consistent with the format you select for the Input Format option.

    4. Use the Input Source option buttons to define the type of mapping you want to use.

      • The Auto Mapping option uses the structure of the import file to map fields.

      • The Predefined Mapping option uses a set format that is based on the source application, for example, ACT!. When you select the Predefined Mapping option, you must select the corresponding source from the Input Source drop-down list.

      Note: When importing using predefined mapping, all the fields must be defined in the Import Object in Siebel Tools. A certain format is required for predefined mapping. For more information, contact your administrator.

    5. Use the Conflict Resolution option buttons to select the method you prefer to use if the import process encounters a conflict between records.

    6. Click Next.

      If you choose the Predefined Mapping option, then skip the next step and go to step 5. If you choose the Auto Mapping option, then the Import mapping dialog box appears.

  4. Verify that the mappings in the Field Mappings list are correct.

    To update a mapping, select the field in the Import Field list, select the corresponding field in the Field list, and then click Update Mapping. The mapping in the Field Mappings list is updated.

  5. Click Next.

    The records from the import file are imported into the database. When the import finishes, a status dialog box appears.

  6. Click OK to close the dialog box, or click View Log to review information about the import.