Symptom
This KBA outlines the basic steps and the information required to perform the Import of Users data.
Environment
SAP Sales and Service Cloud Version 2
Resolution
Assuming you downloaded the Latest User Entity Template as it is Best to use the latest template all the time.
Scenario : You want to Import Business User Data and it's Business Role.
- Extract the Users Complete Entity Template.
- Fill the below mentioned columns in the User file.
- External_Key column. (This entry should be the same in the User_User_Role Template under Parent_External_Key column since it is used for association of the Role.)
- Maintain the Status column as ACTIVE
- User Type Column as USER
- Maintain the Employee ID column with UUID Format/Technical ID of the Employee (This information can either be exported via Data Impex or checked by accessing the Employee screen).
- And Maintain the column Security Policy_Technical ID column with UUID Format/Technical ID (This information can be acquired from Network Trace).
- Now, open the User_User_Role file and maintain the values in the following columns:
- Parent_External_Key (The entry maintained here is used to map the entry maintained in the User file column 'External_Key' for associating the Business role to a user).
- Maintain Role ID column with respective UUID Format/Technical ID (This information can be acquired from Network Trace).
- Now, zip all the files in the same location.
- Navigate to Data Impex Tool and perform the Complete Entity Import [Depending on the File Type (csv or excel)].
- The Import will be a success and the relevant users will receive the email "New User Created" .
Keywords
KBA , CEC-CRM-IMX , Data Import/Export for SAP Sales/Service Cloud , Problem
Product
SAP Sales Cloud and SAP Service Cloud Version 2 all versions