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Procedure documentationImporting Data using Utilities Data Import Tool

Prerequisites

You have maintained your settings for Utilities Data Import Tool. For more information, see IMG for Customer Relationship Management and choose Start of the navigation path Industry-Specific Solutions Next navigation step Utility Industries Next navigation step Technical Objects Next navigation step Utilities Data Import Tool End of the navigation path

Procedure

  1. Select Application and Input File

    1. Select the Application.

      If you have selected Technical Objects as the Application, see Import File Characteristics for Technical Objects.

    2. Select the input file.

      Note Note

      The contents of the input file should be maintained in the same language as your logon language.

      End of the note.
    3. Specify the type of delimiter for input file. For example, if the input file is in the comma separated values (CSV) format, select Comma as the Input File Delimiter.

    Note Note

    Select Update Data if you want to update existing master data in the SAP CRM system.

    End of the note.
  2. Choose Next

    The Field Mappings screen appears.

  3. Map standard and custom fields

    Every Application has a set of mandatory fields that are to be maintained.

    1. Select Field Mapping to be used for data import. To create a new mapping, enter a name for your mapping file after selecting field mapping.

      You can also select an existing mapping, and edit it. Do not save an edited mapping if it is meant for one-time use. You can choose to save the changes to an existing mapping if you intend to use it in the future.

    2. Choose Save.

    Note Note

    To delete a mapping, select the mapping and choose Delete.

    End of the note.
  4. Choose Next.

    The Application Specific Details screen appears.

  5. Enter Application-specific details

    Note Note

    Use Object-Set is selected by default and the ID of the last visited object-set is displayed. If you are logging on to the system for the first time, then a default ID is generated. Description and Prospect are displayed as read-only information for the corresponding object-set.

    End of the note.
    1. Click Create New Object-Set.

      A new object-set is created immediately and the Search Prospects dialog box appears, which also contains the new object-set ID. This dialog box can be used to search for a prospect , and assign it to the new object-set.

    2. Enter the search criteria.

    3. Choose Search.

    4. Select a Business Partner (BP) from the search result.

      The BP is assigned as a prospect to the new object-set ID. On closing the dialog box, the new object-set will be visible in the application-specific details page.

  6. Choose Next.

    The Confirm/Schedule Upload screen appears.

  7. Enter Job Description.

  8. You can choose to receive an email notification on completion of the import job. If the Key account manager's (KAM) email ID is maintained, it is displayed and also selected by default. You can also enter an alternate email ID.

    Note Note

    You have to set up Business Communication Services (BCS) to receive email notification.

    End of the note.
  9. Choose Simulate to simulate the upload process without creating import data records in the SAP CRM system.

  10. Choose Start Import to start the upload process.

    Note Note

    To import a job which has been simulated, search for the job in the DIT Job Logs Search screen, select the job, and then choose Start Import.

    Choose Schedule Upload, and then enter theStart Date and the Start Time before choosing Simulate or Start Import to schedule the simulate process or to schedule the import process at a later point in time.

    To cancel a scheduled upload, search for the job in the DIT Job Logs Search screen, select the job, and then choose Cancel. Upload of only unprocessed jobs can be cancelled.

    End of the note.

Result

The data records are created in the SAP CRM system and the Jobs Overview appears with the job ID.

You can search data import logs using the job ID. You can then view logs for both successfully completed jobs and for jobs with errors.

Successfully completed jobs contain information about the records that are created. For jobs with errors, you get the nature of error in the form of a message. You can correct the data causing the error, and use the file to start a fresh import.

More Information

  • Intermediate database tables are used to store records created and updated using the data import tool. The number of records in these tables continues to grow over time. This may cause memory-related issues which have an impact on the performance of the system. In such situations, you use a report program to delete data from intermediate database tables. To run this report program, see IMG for Customer Relationship Management for and choose Start of the navigation path Industry-Specific Solutions Next navigation step Utility Industries Next navigation step Technical Objects Next navigation step Utilities Data Import Tool Next navigation step Execute Deletion Report End of the navigation path

  • Utilities Data Import Tool

  • Authorization for Utilities Data Import Tool

  • Field Mapping