Data Migration - Creating XML to Import

Summary

This article provides a brief overview of the XML Import process and how to generate the XML file with data that can be imported into EngageIP.

Note: Mac Office or other spreadsheet software such as OpenOffice.org may not work correctly when opening the XML file. Currently only MS Office for Windows is supported

Related Import Articles

• Import Methods and Configuration

• System Configuration Importing

• Customer Information Importing

Import Process

Creating the XML/XML File

1. Search for the import XML that you wish to use from the Customer import or Config import KBs

2. Paste the example line into notepad

   • Make sure there are at least 4 lines. It needs opening and closing tags and at minimum 2 rows of data for Excel to recognize it correctly

     

   • Opening tag

   • Data row 1

   • Data row 2

   • Closing tag

3. Save the file with extension of .xml

4. Locate XML format required or file created above (Note: this requires MS Office for Windows. The  Mac Office equivalent apparently doesn't support XML well and was found unusable to open standard XML files)

   

5. Open XML file in excel by right clicking on the file.xml

   

6. Click 'Open in Excel'

7. Paste in data as required

8. Click 'Save As' option

   

   Note: if you have a column / field blank in Excel, when you SAVE AS, it will actually create an XML file that is missing that column altogether. That column needs to exist in the XML even as Column="" where there is no data between the double quotes. To get around this, add a period . or some other character in Excel. On export, open the file in notepad and do a FIND / REPLACE to set Column="." to Column="", save the file, then continue

9. Select 'XML Data'

10. Click Save

    

11. Import the XML in the AdminPortal, see KB Article Data Migration Utility - Configuration and Use for instructions