In the section '''Database - Data Import''' the following functionality occurs:=Overview ='''Data Import'''==# Load Data Records - Quick Upload# Load Data Records - Upload File# Load Data Records - Existing Record Update# Load bxp software Archive - (Date and Contact History)
==='''There are a number of ways of loading data into bxp forms. All these functions are located in the Form Management > Form - Data Import section. There are four primary sources of data import in this section and eight ways of getting data into a form # Using Inbound Contact or Case Management modules, log forms manually# Using Public Forms inside or outside of bxp# Using the bxp API to inject records# Load records (Add Only)# Load records (Smart Update)# Retrieve email from an Inbox and convert them to data records# Restore data from a backup archive Form - Data Import manages the following functions: * Load Data Records - Add Only - Upload File* Load Data Records - Add Only - Use Existing Uploaded File* Load Data Records - Quick Smart Update - Upload'''=File* Load Data Records - Smart Update - Use Existing Uploaded File* Load Data Records - Retrieve Email-2-Form* Load Data Records - Business Express Archive (Data and Contact History) =Add Only =*An This process adds records from the supplied Excel spreadsheets. It will add all the records found from "Sheet1" into the selected form. These instructions assume that an excel spread sheet is to be used to import data into BEbxp. Problems can sometimes occur when there is hidden information in cells so try and keep the data (text) as clean as possible *The file will be imported '''ONLY''' only if the headings in the Spread spread sheet are mapped to the New Column Names in the Database Field Mapping* bxp is designed to handle ASCII characters. Foreign characters can be challenging.* Click "Load Data Records - Add Only - Field Management part of Upload File", browse to the campaign. file and click Upload file*This is '''VERY important''' for The system now allows you to verify that the successful upload of recordscolumn headings have been correctly mapped. Click Verify*Mathematical functions, for example &, /, % must * Ensure all your fields are mapped correctly as you want them to be avoided. *The formatting * Scroll to the bottom of the text in page to view all unmapped fields from the import spreadsheet** If mistakes are found there are two options. Alter field mapping or upload a new file must be accurate also. *Refer back If you are sure the data is correct continue. Half way through some processes, people find that their field mapping is slightly off. Instead of having to '''Field Mapping – Manage''' upload the file twice (Database – Field Mappingespecially for large files), "Use Existing Uploaded File" allows a user to use an already uploaded file. *'''Click Load Data Records – File Quick load''' is used to browse for a specific Use uploaded file on your PC and upload it successfully into BE.*When A list of files will be displayed* Choose the file has you want to upload* If no files have been uploadedadded to the system, no files will be displayed* Continue with the system allows you to instructions as above '''verifyNote:''' that Functionality has recently been added to allow an outcome to be uploaded as part of the file upload process.A contact history must be added to the record during upload or the custom outcome won't remain on the New Column Name in records if the field mapping section contact queue is correctly mapped to the heading names reset in the spread sheetOutbound module.*If no custom outcome is used the headings match, default outcome on the system records will show be ''Imported'', also if the no contact history is added and the records are reset the outcome will be set to 'Yes'Imported'' beside = Smart Update = Smart update provides an extension on the Add Only process. In this case, the file you are uploading needs to be compared to the existing records as there may be overlap or records that need updating. Smart update allows you to select a "matching" field names . If a record exists (a match has been found) in the spreadsheet and these records in the form, you can then be uploaded successfullychoose which information is to take priority. Then for any record that is not matched a new record is added to the form.*If they This process is ideal for also performing mass updates to remove "do not call" numbers. You can load a list of "do not call" numbers and where a matchis found, the system record is removed from the active calling list. Following the steps from the process above. The final screen gives a number of Smart configuration options. * The file to process from* The form into which the files will show '''No''' beside the be processed* The Id field against which to match (only one field names and these records will not can be uploaded successfullyused)* If a match is found, ** Keep Data From. If a match is found, should the data from the form be kept, or data from the Excel overloaded into it** Status Found. If you are sure that all the data Status column is correctsupplied, there is no need to verify and you can simply upload should the status from the file.<br/>==='''Load Data Records - Uploaded File'''===over the status or should the current status be kept*Here* Replace all columns. If the file does not contain all the columns, you should the fields in the form be blanked. This can upload be useful for when a validation file is overloaded to confirm that a master external data source is confirming it has already been added to the systemdata it needs.*There will Add Contact History. This can add an extra CCL to the records to show they were updated / interacted with While performing the Smart Update function of bxp, it is now possible for a user to enable the bxp WasIs engine, this allows for a log to be kept of all the changes that came about from the Smart Update. This log is created only if there is a difference between the original value (value Pre Update) and the new value (value post update) of a question. This log can be stored in either the CCL of a record or stored in a list separate question in the CDA of files displayed on the screenrecord.*Choose If you want the file log to be stored in a CCL you wish must set the option "Add Contact History" to uploadbe "Add Contact".*If no files have been added When the log is being save it will take the following default format: Field_Question_Name Was [value_Pre_Update] Is [Value_Post_Update]. You are also able to enter is a custom format for this log by simply typing in plain text the wording for the log into the options box "WasIs Engine Custom Layout". in order to get the systemfield name that was updated, then no files the pre update value and the post update value you will need to add the following into your custom layout <syntaxhighlight lang="javascript" line start="1">[ [--X--]] - This will be replaced by the Pre Update Value[ [--Y--]] - This will be replaced by the Post Update Value[ [--Z--]] - This will be displayed.replaced by the Field Question Name<br/syntaxhighlight>=== Example Custom WasIs Layout - The field [ [--Z--]] before the smart update contained the value [ [--X--]] and after the smart update contained [ [--Y--]] Example Custom WasIs Layout Output - The field ''Customer Name'' before the smart update contained the value ''Patrick''and after the smart update contained 'Load Data Records - Existing Record Update'Paddy'' ==WasIs Engine Settings == *If there are records already in Enable WasIs Engine Tracking - This setting let's the function know if it should perform the system that need updating:WasIs engine tracking*Browse WasIs Engine Custom Layout - This allows you to enter in a custom log entry for the fileWasIs engine*Upload it straight into WasIs Engine field to store results - This allows you to select what field in the form to store the campaignWasIs Log*Update Please not all changes are immediate. The bxp team can make emergency "middle of the relevant recordsday" backups if you are updating critical live data. Please let us help you. <br/>=Retrieve Email-2-Form = This the retrieval engine for the process. Please review [[BEmail_%28_Email-2-Campaign_%29]] for more information. ='''Load bxp software Archive - (Data and Contact history)'''===*Load bxp can export custom files into a campaign using '''Create Campaign Archive - By Last Contact''', from archives that contain CDA and CCL data. This is the Database Export Sectionload process for those archives. For more details please review [[Form_Complete_Archive]] [[Category:Module Specific:Form Management]][[Category:Topic:Security]]
