Table of Contents

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  1. Preface
  2. Introduction to Informatica MDM - Customer 360
  3. Getting Started
  4. Adding Records
  5. Finding Records
  6. Editing Records
  7. Working with Drafts
  8. Participating in Review Processes
  9. Importing Data
  10. Resolving Duplicates
  11. Investigating Data Changes
  12. Investigating Hierarchies and Relationships
  13. Viewing the Relationship Graph

Importing Data

Importing Data

You can import data in bulk into
Customer 360
.
  1. In the navigation pane, click
    File Import
    .
    The
    Choose a Template
    page opens.
  2. To choose the data you want to import, select the import template and the format of the file you want to import.
  3. Optionally, to download the template, perform the followings steps:
    1. Click
      View Template Details
      .
      The
      Choose a Template
      page lists the columns available in the template and their data types.
    2. Click
      Download Template
      .
      Based on your browser settings, the
      Save As
      dialogue box might appear where you can choose the directory to save the template. The template is downloaded as a CSV file. Use the template to create the input file.
  4. Click
    Next
    .
    The
    Specify Import Properties
    page opens.
  5. Browse to the file that contains the data that you want to import, and then click
    Open
    .
  6. In the
    Import Properties
    panel, specify the following import file properties:
    Property
    Description
    Delimiter
    Character that represents the break between data values in the import file. Select a predefined delimiter or select
    Other
    to define a custom delimiter.
    Character Encoding
    Character encoding used in the file. Character encoding is the mapping of the characters from a language or group of languages to hexadecimal code. Select UTF-8 or UTF-16 encoding.
    Text Qualifier
    Symbols used in the file to enclose a string.
    Header
    Enter the number of the row that serves as the header row in the file.
    Date format
    Date format for the date fields in the import file.
    Source System
    Required. Source system that supplied the records to import.
    Primary Key Column
    Column in the import file to consider as the primary key column. The primary key column must exist in the import file. If the value in the column does not exist in the base object, the import operation inserts a record. If the value in the column exists in the base object, the import operation updates the record. The column can have null values.
  7. To control what data to import from the file, set one of the following properties:
    Records
    Property
    All records
    Select
    All Records
    .
    Range of records
    Specify the
    From Row
    and the
    Number of Records to Import
    .
  8. Click
    Validate and Preview
    .
    To continue, you must validate and preview the import file.
  9. Click
    Next
    .
    The
    Import File
    page opens.
  10. To match the input records with the existing records, perform the following steps:
    1. In the
      Ad Hoc Match
      section, select
      Yes
      .
    2. Select one of the match rule sets available in the list.
      An MDM administrator configures the match rule sets in the MDM Hub Console.
    3. Click
      Match Records
      .
      After the match process is complete, the match results are displayed.
    4. If you want to filter the match results, click
      Filter
      , and then click
      Add Field
      .
      The following table lists the different user interface elements that you can find in the
      Match Results
      section:
      User Interface Elements
      Description
      Filter
      Displays the
      Add Field
      list.
      Add Field
      Displays a list of fields that you can use to define filters. Based on the data type of the field, select the condition or a range to filter the results.
      For example, to filter data based on a date range, select the date field and set the date range.
      Clear Filters
      Clears all the applied filters. After you clear the filters, the icon changes to Filter 
								  .
    5. To configure the columns that you want to view in the
      Match Results
      section, click
      Table Settings
      , select and order the columns, and click
      OK
      .
    6. To download match reports, click
      Download Reports
      .
      The match report is downloaded as a .zip file. The .zip file contains CSV files that list the matched and unmatched records.
    7. In the
      Import
      section, select the type of records you want to import.
  11. Click
    Import Records
    .
    After the import process is complete, the import result displays the number of imported records and the number of rejected records.
  12. To stop the import while it is in progress, click
    Stop Import
    .
    The import result displays the number of imported records, rejected records, and unprocessed records.
  13. To download the list of rejected records as a CSV file, click
    Download
    .