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

Importing Data

Importing Data

You can import data in bulk into
Customer 360
. The import operation allows you to import multiple records and relationships from a source file into Data Director.
  1. In the left navigation pane, click
    New File Import
    .
    The
    New File Import
    page opens.
  2. To select the file to import, drag and drop a CSV or Excel source file or click
    Browse
    and select the source file.
    The source file data uploads.
    You cannot import file names with special characters.
  3. Click
    Next
    .
    The source file with the imported data displays.
  4. In the
    File 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.
    Text Qualifier
    Symbols used in the file to enclose a string.
    Code Page
    Select the unicode encoding standard.
    Import Data from Line
    Select the row of the source file you want to import data from.
    Column Header in Row 1
    Select the row header number you want a column.
    Regional Settings
    Set the date and time formats based on your geographical location.
    Date Pattern
    Date format for the date fields in the import file.
    Decimal Separator
    Decimal separator. Choose a comma or a period. Default is a period.
    Thousand Separator
    Thousand separator. Choose no separator, a comma, or a period. Default is no separator.
  5. Click
    Next
    .
    The
    Map Fields
    page displays the source file data, the system suggested targets and the confidence indicators.
  6. You can perform the following actions:
    1. To accept the system suggested mapping, click
      Accept
      . The suggested mapping appears under the Business Entity.
    2. To reject the system suggested mapping, click
      Reject
      .
    3. To partially accept the system suggested mapping, select the checkbox next to the business entities and click
      Accept
      .
  7. Expand the business entities or relationships to review the list of mapped target fields. Filter the mapped target fields to view how the target fields were mapped.
    1. Click the
      Show
      drop down list.
      A list of filter options appear. Select one of the following options:
      Filter Option
      Description
      Mapped
      Displays all mapped source columns and target fields.
      Unmapped
      Displays all unmapped source columns and target fields.
      User Mapped
      Displays all user mapped source columns and target fields.
      Auto Mapped
      Displays all system mapped source columns and target fields.
      All
      Displays all source columns and target fields.
  8. Click
    Next
    .
    The
    Preview and Import
    screen opens.
  9. To specify the source system you want to import from, select an option from the
    Source System
    drop down.
    If you see a preview error in any field, your source file might have an invalid value. For example, if a social security number field contains alphanumeric characters, a preview error appears. You must correct all preview errors in the original source file and import the file again.
  10. You can preview the records before you import the file. Click
    Show Preview
    .
  11. Click
    Import
    .
    After the import process is complete, the My Jobs window displays the number of imported records, rejected records and unprocessed records.
  12. To download the list of rejected records as a CSV file, click
    Download
    .

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