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Summary
This article covers the recommended and proper order for importing data in to EngageIP Billing
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Via the Import EXE utility available in the adminportal folder on your webserver
Via the AdminPortal interface (Setup tab page / Import)
Via API (Webservices) - Method is called 'XMLImport'
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To access the AdminPortal XML Import:
Access the Setup tab page 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/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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