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. Importing Bulk Data
  8. Working with Draft Records
  9. Viewing Tasks
  10. Participating in Review Processes
  11. Managing Tasks
  12. Resolving Duplicates
  13. Investigating Data Changes
  14. Investigating Relationships
  15. Creating Customer Profiles on the Customer Portal

Import Bulk Data Overview

Import Bulk Data Overview

You can import data and relationships in bulk from an Excel or a CSV source file into
Data Director
. Data with unicode characters, such as, Chinese, Japanese and Korean are supported. You can import up to 10000 records at a time. However, your administrator can increase or decrease the maximum number of records to import in the properties file.
Before you import new data and relationships, the system identifies and maps the best target fields based on the columns in the source file or the value of existing records. You can compare the target fields and the source file and accept or reject the system suggested mapping.
After the import operation is complete, it generates an import summary that shows the number of imported and rejected records. If your user role permits,
Data Director
saves the imported records as active records. Otherwise, if your user role is configured to trigger a review process,
Data Director
saves the imported records as pending records and initiates the review process associated with your role.

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