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For information on importing specific data for instance system configuration settings or customer data see the Additional Data Import Guides section at the bottom of this article.
Data Import Methods
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Note: you can import data via the API (webservices). Go to your Webservices file and search for 'XMLImport' to find the requirements and formatting. |
There are currently three methods for importing XML data:
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Access the Setup tab in the AdminPortal
Under the Configuration heading click on Import
On the import interface either Choose File or paste in the XML Data to the imported into EngageIP
Legacy Mode - enable to maintain compatibility with older import files
Use Generic XML - enable to import data using basic table and column mapping, do not use specific/advance advanced importing logic for particular tables/records
Create Workflow Event - enable to trigger workflow events while records are created/updated/deleted
Click Save when finished
If errors are returned address them in the XML Data/XML File (if using a file it will need to be imported again after the issues are addressed)
Repeat this process as needed until the data passes validation and has been successfully imported
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Sample Configuration File
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<?xml version="1.0"?> <configuration> <appSettings> <add key="SQLServer" value="(local)"/> <add key="SQLDatabase" value="boss"/> <add key="SQLServerUser" value="boss"/> <add key="SQLServerPassword" value="boss"/> <add key="path" value="..\..\XML"/> <add key="Current1SQLConnectionString" value="server=192.168.1.169;Trusted_Connection=false;database=current1sql;uid=boss;pwd=boss;Timeout=3000"/> <add key="BossConnectionString" value="server=localhost;Trusted_Connection=false;database=boss;uid=boss;pwd=boss;Timeout=3000"/> <add key="ErrorLogging" value="false"/> <add key="RollBackOnError" value="false"/> <add key="CreateWorkFlowEvent" value="false"/> <add key="UseGenericXML" value="false"/> </appSettings> <startup><supportedRuntime version="v2.0.50727"/></startup></configuration> |
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SQLServer - The sql server to use.
SQLDatabase - The database to import into.
SQLServerUser - A valid user with valid permissions.
SQLServerPassword - The password for the user.
BossConnectionString - The full connection string to the server.
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Note: This tool will also show two buttons for disbursing payments (usually used after import) and a textbox where you can enter the name of a single account you wish to manually disburse payments on. Click 'Disburse User Payment' to disburse just the user account you have entered in the textbox beside it. If you simply wish to have the tool disburse all payments set as automatic disburse, click 'Disburse Payments'. This tool will ONLY disburse those payments that are already checked as 'automatic disburse'. Any payments not marked as such will not be disbursed. Also, deposit payments will not be disburse, these will need to be manually disbursed, or changed to payments and marked as 'auto disburse' before the tool will look at them for disbursal. |
Resetting Database Using MDF Files
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The final step is the import which happens once the above is complete. You have the option to import a single file or defining a list of files in the importfiles.txt file.
Database Migrator Usage
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Note: |
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observing the order of |
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steps below is very important |
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Make sure that any linkage tables are first imported so they exist before you add the core tables
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Edit importfiles.txt to set the order you would like, from here you can add or remove any files from this list. The name of the file is not important however the XML Tag is. Combining contacts and contact points in one file is possible if desired, as long as they are ordered correctly in the files, however single files can be imported at any time.
Be sure to backup your database when it's in a condition ready for import.
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Database Migrator XML Files
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Note: XML files should be imported in the following order. Each import section will include a table which defines, describes, and provides applicable options or |
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valid data that should or can be inserted in to the import file. |
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IMPORTANT! Be sure that all Bill Groups, Roles, and Languages exist for the owner in the MDF. |
Variable Name | Short definition or description of use | Valid data or entries including format that is accepted by the migrator |
Username | The name of a user account or numeric identifier | John Wayne or jwayne or ACCT112204902 or Company X |
To use Microsoft Excel, you can import the sample XML to use as a framework.
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