What is the Data Import feature?

Environment:

Data Import Wizard, Templates and Reporting
Oracle B2C Service

Resolution:

Using the Data Import Wizard, you can add new contacts, answers, assets, incidents, organizations, and custom objects to your Oracle B2C Service database from a data file.  Note: It is not possible to import file attachments or to import SLAs to an organization record using the Data Import Wizard.  It is also not possible to schedule data imports.

Oracle B2C Service provides the following import features.

Data Import Wizard - Use the wizard to map the data file to columns in the Oracle RightNow database and prescan the file for problems, such as duplicate records or invalid email addresses.

1. Click the Configuration button on the navigation pane.
2. Double-click Data Import Wizard under Database.
3. The content pane displays the Data Import Wizard.

Data import templates - For imports that you want to perform more than once, you can create column mapping templates that can be selected when importing data with the wizard. You can customize a data import template via the template designer.

1. Click the Configuration button on the navigation pane.
2. Double-click Data Import Template under Database.
3. The content pane displays the Data Import Template designer.
                                                                                

Data imports reporting - View the Data Imports report to track information about past imports. Imports are tracked in the Data Imports report, located in Reports Explorer > Public reports > Common > Site Administration. The Data Imports report contains information such as the type of records imported, process start and completion times, the import file name, and information about file locations and column mapping. The statistics used for this report are stored in the data_imports table and can also be accessed by creating a custom report. For a description of the information logged in the data_imports table, refer to the Data Dictionary.

Note: In order to access the Data Import Wizard and template editor, staff members must have the Data Import permission in their profile. A staff member with this profile permission can import any of the supported record types, even if the staff member's only responsibility is to import contact data for marketing purposes. Also, when working with custom objects, the Read and Create permissions for the involved custom objects are required in order for those custom objects to be visible in the template editor, and for those templates to be available when importing custom object records.

For additional information, refer to the 'Overview of Data Import' section in the Online Help User Guide documentation. To access Oracle B2C Service manuals and documentation online, refer to the Documentation for Oracle B2C Service Products.