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Topic

    Prateek Parasar
    Trading Comminity Person Load using FileAnswered
    Topic posted October 14, 2019 by Prateek ParasarBlack Diamond: 60,000+ Points, tagged Customer Data Mgmt, Import/Export, Integration 
    27 Views, 4 Comments
    Title:
    Trading Comminity Person Load using File
    Summary:
    Is there a fiel base loader for loading Trading Community Person
    Content:
    I am using FBDI to create customers, that can create person but some of the fields such as DOB, Gender are not in the template (althought they seem to be party of the Temp table HZ_IMP_PARTIES_T. This is the template I am using Customer Import template CustomerImportTemplate.xlsm
     

    I am able to cleare Trading Community Person (CRM webservice) with Person Profiles such as Gender and Date of Birth but hoping they can be loaded in Bulk as the requirement is for Data Migration.

    Version:
    19C

    Best Comment

    Adam Liu

     Prateek,

    You can use both FBDI and Import Management to load Contact/person. Import Management is the preferred option given it performs much better and has more capability than FBDI (e.g. High volume mode).

    As for the template, you can create your own csv file with some dummy data, then use the data mapping to map from csv source attributes to CDM target TCA object/attribute. DoB and Gender are both available in FBDI and Import Mgt by the way.

    Hope this helps.

    Adam

    Comment

     

    • Adam Liu

       Prateek,

      You can use both FBDI and Import Management to load Contact/person. Import Management is the preferred option given it performs much better and has more capability than FBDI (e.g. High volume mode).

      As for the template, you can create your own csv file with some dummy data, then use the data mapping to map from csv source attributes to CDM target TCA object/attribute. DoB and Gender are both available in FBDI and Import Mgt by the way.

      Hope this helps.

      Adam

      • Prateek Parasar

        Did explore this option. Going to try updating the profile using source keys and see. I heard somewhere that this load is going away from 20C in sales cloud and something else is coming. Is it the case or that’s something else?

        • Adam Liu

          in 20C, SOAP API for FBDI won't be supported. So, if you use SOAP API to import data with FBDI, you should consider to switch that to REST API to import data with Import Management.