Foundation data mapping
This section lists the mapping of foundation data from spreadsheets to target forms.
Note
When entering data, be aware that data in one spreadsheet can depend on data that is either entered on another spreadsheet or already loaded in the system. For example, the company field, which is entered on most spreadsheets, must match a company either created in Company.xlsx or already loaded on the system. These dependencies are noted in the instructions in the spreadsheets.
The Dataload spreadsheet dependencies topic has more information about the order in which to load data.
Foundation data mapping
Spreadsheet |
Tab |
Staging form |
Target form or forms |
---|---|---|---|
Company.xlsx |
COM_LoadCompany |
COM:LoadCompany |
COM:Company |
Company.xlsx |
COM_LoadCompany |
COM:LoadCompany |
COM:Company Alias |
Financials.xlsx |
FIN_LoadConfig |
FIN:LoadConfig |
FIN:ConfigCostCentersRepository |
Financials.xlsx |
FIN_LoadCost |
FIN:LoadCost |
FIN:CostCenterUDAAssociations |
GenericCatalog.xlsx |
CFG_Load |
CFG:LoadGeneric |
CFG:Generic Catalog |
GenericCatalog.xlsx |
CFG_LoadGeneric |
CFG:LoadGeneric |
CFG:GenericProdServiceAssoc |
GenericCatalog.xlsx |
CFG_LoadGeneric |
CFG:LoadGeneric |
CFG:GenericCompanyModuleAssoc |
Geography.xlsx |
CTM_Load |
CTM:Load |
CTM:PostalCodes |
Location.xlsx |
SIT_LoadSite |
SIT:LoadSite |
SIT:Site |
Location.xlsx |
SIT_LoadSiteAlias |
SIT:LoadSiteAlias |
SIT:Site Alias |
Location.xlsx |
CTM_LoadRegion |
CTM:LoadRegion |
CTM:Region |
Location.xlsx |
SIT_LoadSiteGroup |
SIT:LoadSiteGroup |
SIT:Site Group |
Location.xlsx |
SIT_LoadSite |
SIT:LoadSite |
SIT:Site Company Association |
Operational |
CFG_Load |
CFG:Load |
CFG:Service Catalog |
Operational |
CFG_LoadService |
CFG:LoadService |
CFG:Service Catalog Assoc |
People.xlsx |
CTM_Load |
CTM:LoadPeople |
CTM:People Template |
People.xlsx |
CTM_LoadPeople |
CTM:LoadPeople |
|
People.xlsx |
CTM_LoadPeople |
CTM:Load |
CTM:People Template PG |
People.xlsx |
CTM_LoadPeople |
CTM:LoadPeople |
CTM:People Template SG |
People.xlsx |
CTM_LoadPeople |
CTM:LoadPeople |
|
People.xlsx |
CTM_LoadPeople |
CTM:LoadPeople |
CTM:Login ID |
People.xlsx |
CTM_LoadPeople |
CTM:LoadPeople |
CTM:People Wallet |
People.xlsx |
CTM_LoadPeople |
CTM:LoadPeople |
CTM:People HR Attendance Mgmt |
People.xlsx |
CTM_LoadPeople |
CTM:LoadPeople |
CTM:People HR Time Management |
People.xlsx |
CTM_LoadPeople |
CTM:LoadPeople |
CTM:People Education |
People.xlsx |
CTM_LoadPeople |
CTM:LoadPeople |
CTM:People Travel Profile |
People.xlsx |
CTM_LoadPeople |
CTM:LoadPeople |
CTM:People Benefit Info |
People.xlsx |
CTM_LoadPeople |
CTM:LoadPeople |
CTM:People IT Skills |
People.xlsx |
FIN_LoadCost |
FIN:LoadCost |
FIN:CostCenterUDAAssociations |
People.xlsx |
CTM_LoadPeople |
CTM:LoadPeople |
CTM:People WorkLog |
People.xlsx |
NTE_LoadCFG |
NTE:LoadCFG |
NTE:CFG-Notification Events |
People.xlsx |
CTM_LoadPeople |
CTM:LoadPeople |
CTM:PeoplePermission Groups |
People.xlsx |
CTM_LoadSupport |
CTM:LoadSupport |
CTM:Support Group Association |
People.xlsx |
CTM_LoadSupport |
CTM:LoadSupport |
CTM:SupportGroupFunctionalRole |
PeopleOrg.xlsx |
CTM_LoadPeople |
CTM:LoadPeople |
CTM:People Organization |
Product |
PCT_Load |
PCT:Load |
PCT:Product Catalog |
Product |
PCT_Load |
PCT:Load |
PCT:Product Alias |
Product |
PCT_LoadProd |
PCT:LoadProd |
PCT:ProductCompanyAssociation |
Product |
PCT_LoadProd |
PCT:LoadProd |
PCT:Product Model/Version |
Product |
PCT_LoadModel |
PCT:Load |
PCT:ModelVersion Patch |
Product |
PCT_LoadProd |
PCT:LoadProdCat |
PCT:ProductCatalogAlias |
SupportGroup.xlsx |
CTM_LoadSupport |
CTM:LoadSupport |
CTM:Support Group |
SupportGroup.xlsx |
CTM_Load |
CTM:Load |
CTM:Support Group Assignments |
SupportGroup.xlsx |
CTM_LoadSupport |
CTM:LoadSupport |
CTM:Support Group Alias |
SupportGroup.xlsx |
CTM_LoadSGPOnCall |
CTM:LoadSGPOnCall |
CTM:Support Group On-Call |
SupportGroup.xlsx |
CFG_LoadBusiness |
CFG:Load |
Business Time Workdays |
SupportGroup.xlsx |
CFG_LoadBusiness |
CFG:LoadBusiness |
|
SystemSetup.xlsx |
NTE_LoadCFG |
NTE:LoadCFG |
NTE:CFG-Pager Service Config |
Comments
This is great... however I do not see a list of Order... you cannot import people if the Org Groups dont exsist... example is foundation data,,, (which does not have one either)...
Hi Pat,
I've added a link at the top of this page (and the other pages in this section) that point the reader to existing topics on the dependency, or order, of data loading. Included is a note alerting the reader that dependency is a consideration.
Do you think this helps?
Thanks for the suggestion, I'll put in a request to our subject matter experts to add this information to the page.
CTM:PeoplePermission Groups form is duplicated
Hello Krystian, ... thanks for pointing this out. I've removed the duplicate entry.
Awesome! Thank you very much for this!
Wow... This is handy! Thank You!
It may be really nice if there was one more column in the table to display the key linking field. (Foreign) key.
For example Company* for PeopleOrg, Location etc..
-d
Hello David,
Thank you for your comment. I am working with the development team to update the information you require. I will update you soon.
Regards,
Priya
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