You have maintained your settings for Utilities Data Import Tool
. For more information, see IMG for Customer Relationship Management
and choose
Select Application and Input File
Select the Application
.
If you have selected Technical Objects
as the Application
, see Import
File Characteristics for Technical Objects.
Select the input file.
Note
The contents of the input file should be maintained in the same language as your logon language.
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
Select Update Data
if you want to update existing master data in the SAP CRM system.
Choose Next
The Field Mappings
screen appears.
Map standard and custom fields
Every Application
has a set of mandatory fields that are to be maintained.
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.
Choose Save
.
Note
To delete a mapping, select the mapping and choose Delete
.
Choose Next
.
The Application Specific Details
screen appears.
Enter Application-specific details
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.
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.
Enter the search criteria.
Choose Search
.
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.
Choose Next
.
The Confirm/Schedule Upload
screen appears.
Enter Job Description
.
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
You have to set up Business Communication Services (BCS) to receive email notification.
Choose Simulate
to simulate the upload process without creating import data records in the SAP CRM system.
Choose Start Import
to start the upload process.
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.
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.
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