Importing custom record data in your application

As an administrator, use Data Management Console to import the custom record data by using Microsoft Excel spreadsheets to BMC Helix Platform and upload this data to your application in BMC Helix Platform. During data import, Data Management Console provides options such as handling duplicate values, mapping custom data, and formatting the imported custom data. 

To import the custom data

1. Log in to BMC Helix Innovation Studio and navigate to the Workspace tab. 
2. Click the Data Management Console application. 
3. Click Visit Deployed Application.
4. On the Import tab, click New Import.

5. On the Add New Import page, enter the information for the following fields:

   Field	Description	Example
   Attachment Name	Specify the name of the import request.
   File Description	Provide a description.
   Attachment Type	Specify whether you want to import a .xlsx file or a ZIP file.
   Attachment in	To upload a .xlsx file, browse and select the updated .xlsx spreadsheet that you want to upload.To upload a zip folder, perform the following steps: Browse and select the updated zip folder that you want to upload. In the xlsx Name field, enter the name of the .xlsx file that must be uploaded.BMC Helix Platform processes only one .xlsx file from the zip folder. The zip folder can contain other file types such as .png file and more than one .xlsx file. However, BMC Helix Platform only recognizes the spreadsheet named in the xlsx Name field and ignores all other spreadsheets. Important: You can upload only one .xlsx file or a zip folder at a time.

6. To import the data without handling duplicates and mapping the files, click Quick Data Import.
   The file is imported and ready for loading the custom data.

   Warning

   Important

   If you are importing data previously exported by Data Management Console in another environment, you can use Quick Data Import option to avoid the time required to create the field mappings.

7. To import the custom record data, define field mapping, and handle duplicate records, click Next.
   The file with custom record data is uploaded, and the Add Import UI page lists all the tabs from the uploaded excel file. 
8. Follow these steps for each of the tabs from the uploaded excel file.

   1. On the Define Target and Mapping tab, enter the following details:

      Field	Description	Example
      Define Target
      Definition Type	Select one of the definition types: Record Association
      Select Target	Select the target record definition or record association to which you want to map the fields from the uploaded file. Note: If you select the Auto Mapping option and all the source fields map with the target fields, the record definition or record association name is auto-populated in the Select Target field.
      Define Mapping
      Add Mapping	Select the fields from the uploaded file to manually map to the relevant fields from the target record definition.
      Auto Mapping	Map all fields from the uploaded file to all the fields in the selected target record definition.Important: If a source field name from the uploaded file matches with a corresponding field in the target record or association, those fields are auto-mapped. All non-matching fields must be manually mapped.

   2. Click Handle Duplicates tab.

   3. On the Handle Duplicates tab, enter the following details:

      Field	Description	Example
      Handle Duplicates By	Define how to handle duplicate records. Select one of the following options: Generate New ID for All Records—Every record is imported with a new request ID. Reject Duplicate Records—Declines the records during import if the records already exists. Generate New ID for Duplicate Records—Imports the record with new request ID if the record already exist. Update Old Record with New Record's Data—Updates the records with fields from imported file if the records already exist and imports the record if the record does not exist.
      Match Duplicates By	Select one of the following option with which you can match the duplicate record. Request ID Custom Field
      Select Custom Fields	Select the field with which you can match the duplicate record. This option is available only if you select the Custom Field option.

   4. Click Define Other Options tab.

   5. On the Define Other Options tab, enter the following details:

      Field	Description	Example
      Data Options	Select the option to format the uploaded custom data. Remove leading spaces and tabs—Specifies that all leading white spaces and tabs are removed from the imported data. Remove trailing spaces and tabs—Specifies that all trailing white spaces are removed from the imported data. Truncate strings exceeding field limit—Specifies that the data that is too long is truncated.
      Date Format	Select the date format. The options are: dd/MM/yy dd/MM/yyyy MM/dd/yy yyyy/MM/dd yyyy-MM-dd'T'HH:mm:ss:SSSZ For example: 2020-04-27T21:24:01:000+0000 To set time zone as GMT. 2020-04-27T11:12:13:000+0530 To set time zone as IST (GMT+05:30) .

      Warning

      Important

      • yyyy-MM-dd'T'HH:mm:ss:SSSZ is a format for date/time field type. If the imported record has field type as date, make sure that the format for the date field is yyyy-MM-dd.
      • Make sure that the type of the excel cell is text for date or date/time string.
9. Click Save.

To load the custom data 

After you upload the custom record data to BMC Helix Innovation Studio, you must run the data load process to load the data in your application.

1. Log in to BMC Helix Innovation Studio and navigate to the Workspace tab.
2. Click the Data Management Console application. 
3. Click Visit Deployed Application. 
4. Click Import.

5. Select the uploaded file that you want to process, and click Load Data to trigger the data load process. 

   You can select multiple files for processing at one time; each file is considered a separate job and is processed individually. 

   Error

   Warning

   The data load operation is memory intensive and any uploads that run longer than an hour are not processed. Make sure that you upload the data in smaller batches and then run the data jobs for each spreadsheet.

The Status column on the Import tab, displays the status of the imported data. You can view the status message by clicking the  icon from the Status Message column. 

The following image displays the status of the imported data:

After the process is completed, the status of the process is displayed for each spreadsheet on the Status column. The status can be either of the following:

• New
• Processing
• Processed
• Errored
• Processed with Errors
• Queued
• Stopping
• Stopped
• Rollover Stopped
• Upgrade Stopped

To download the processes imported data, from the Data Load Result column, click the  icon.

To delete the import request, select the import request, and click Delete.

To clone the import configuration

1. Log in to BMC Helix Innovation Studio and navigate to the Workspace tab. 
2. Click the Data Management Console application. 
   The details for Data Management Console application are displayed.
3. Click Visit Deployed Application.
4. Click Import.
5. Select the import request that you want to clone, and click Clone Configuration.

To archive the imported file

1. Log in to BMC Helix Innovation Studio and navigate to the Workspace tab. 
2. Click the Data Management Console application. 
   The details for Data Management Console application are displayed.
3. Click Visit Deployed Application.
4. Click Import.
5. Select the file that you want to archive, and click Archive.
6. To view all the archived files, click Filter, select Archive File > True.

Related topics

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