Completing the import wizard

You have created objects and mapped them to your source data. You have created relationships between objects. Now it is time to complete the import by saving the data map as a template and processing all of the instructions you gave during the configuration.

  1. When you have added all of the objects and relationships, click Next. The Validation Results & Template Creation page opens. The page contains results from a validation performed on your source file. If there are no errors to report, then nothing is shown. The kinds of errors that can be reported include the following: added, deleted or renamed column; too many or too few columns on a line; and mapping issues that need atten­tion.

  2. NOTES:

    If you receive the error message “A template cannot be created without at least one mapping in one object,” the most common reason is that you have not mapped some of the values in the template. Check the data map of each object to determine where the values have been missed (usually identified for you with an asterisk). This can happen when you have transferred a template between systems and a value does not exist or the GUIDs do not match between the systems.

    If you receive the error message “Template contains invalid definition”, the source file is inconsistent with the template chosen. Inconsistencies include missing col­umns and renamed columns. Review the object’s properties for items in red which are considered inconsistent with the template’s definition.

  3. To save the data map as a template, click Save Template. Only Service Manager Administrators and Authors can save templates. Enter a Name and a Description that will help you choose it from a list of other tem­plates.

  4. To continue with the import, click Import. The Results page opens with a summary of the import process. The Records processed field tells you how many records were actually processed before any errors occurred. It does not tell you how many records were created. The All Import Jobs view contains a list of objects created and objects updated by each job.

  5. To cancel the import before it begins, click Close. If you have selected the Save Template option and given it a name, the template is still saved.

  6. To cancel the import while it is in progress, click Cancel. For more details on the cancel operation, see Cancelling an import.

Cancelling an import

When you click Cancel while the import is in progress, processing on the current record completes before the import is cancelled. Records imported prior to the cancel are committed, i.e., they are not deleted or rolled back.