Exporting onboarding data from the Onboarding wizard

From the Onboarding wizard, you can export data to spreadsheets for use in onboarding operations in other systems.

The Export Validated Data button is available from the Onboarding wizard status pane after you run a validate or an activate operation. When you click Export Validated Data, all data that is free of data exception flags is exported to a new set of spreadsheets. The export operation creates a separate spreadsheet for each data structure defined in your onboarding job.

Example

You want to create a set of "golden spreadsheets" from your development environment that you can later use in your QA environment.

After importing data to your development machine using the Onboarding wizard, you run the Validate step.
The Validate step returns a few data exceptions that turn out to be duplicate records, which you do not care about.
You click Export Validated Data, which exports all of the data that is free from data exceptions to a set of new spreadsheets .
You then click Download Validated Data and follow the onscreen instructions to download the spreadsheets.
You save the downloaded spreadsheets for later use in the QA system.

Later, when you are ready to import the data to the QA system, you use the Onboarding wizard on the QA machine to import the data from the golden spreadsheets that you created earlier on the development machine.

Note

If the dataload job includes data for more than one company and some of the data for each company is otherwise identical, when you run an export, the resulting spreadsheet will appear to contain duplicate records. This is because the spreadsheets do not contain a Company column.

When you have a situation like this, before you perform the subsequent import, open the spreadsheet and remove any duplicate records. After you remove the duplicate records, you can run the import using the Onboarding wizard on the target system, once for each company.

For example, you have just used the Onboarding wizard to set up a development environment. The imported data includes records for Company A and Company B. These companies share support organizations and so the support group information for each company is identical. You run an export of the data so that later you can set up a QA environment. To prevent data exception errors when you perform the import, caused by duplicate records, you open the export spreadsheet and remove one set of support group records. Later, when you perform the import from the QA system, using the Onboarding wizard, you run the import twice. The first time that you run the import, you select Company A as the company. When that import finishes, you run the import again, this time selecting Company B as the company.

Exporting onboarding data from the Onboarding wizard

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