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  1. Access the Setup page in the AdminPortal

  2. Under the Configuration heading click on Import

  3. 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. Most of the XML found on the following articles are standard or legacy XML files. They will import data using logic and validation similar to the UI. Data Migration - System Configuration Import Data Migration - Customer Data Import Normally this mode should be used as its the most simple format and it provides better data validation on import. If legacy mode XML cannot be found on the above two articles, generic can be used. Note that there are a few generic xml examples (requiring IDs as opposed to item names) in the above two as well, if generic, they are marked as such and require the ‘Use Generic XML’ to be selected. You should not use both Legacy and Generic at the same time, use one or the other depending on the type of XML required.

    • Use Generic XML - enable to import data using basic table and column mapping, do not use specific/advanced importing logic for particular tables/records. Generic XML is that which is pulled from the Database Schema, its a raw import and it uses IDs of items such as User Status Type IDs as opposed to the common name of ‘Enabled’ for example. Its more versatile but also not fully documented. NOTE: Generic method imports raw data to the tables, it will not trigger logic such as for payment disbursement related to the data or other items that may be triggered with the regular import related to the data imported.

    • Create Workflow Event - enable to trigger workflow events while records are created/updated/deleted

  4. Click Save when finished

  5. 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)

  6. Repeat this process as needed until the data passes validation and has been successfully imported

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