Importing Lookup Types And Lookup Codes Using File-Based Import

                                                                             

Importing Lookup Types and Lookup Codes for Choice Lists involves below steps

Step 1: Create the Import Files with your Lookup Data

Step 2: Upload the File to the UCM Server

Step 3: Import the uploaded file as Look up data

Step 4: Verify the Imported data 
Step 1:Create the Import Files with your Lookup Data

 Lookup Types (the name of the choice list field, such as Account Type)

 Lookup Codes (the values in the choice list, such as Customer, Prospect, Other)

1	LookupType		M		String		30	Lookup Type
2	Meaning		M		String		80
3	Description		O		String		240
4	ModuleType		M		String		60
5	ModuleKey		M		String		60

  SAMPLE LOOKUP TYPE FILE

LookupType|Meaning|Description|ModuleKey|ModuleType

CODE128A_1|CODE128A_1|CODE128A_1|CrmCommonSalesParties|LBA

1	LookupType			M	String		30		Lookup Type
2	LookupCode		M		String		30
3	DisplaySequence			O	Long
4	EnabledFlag			M	String		1		Y or N
5	StartDateActive		O		Date		Format to use is dd/M/yyyy Example 22/5/2015
6	EndDateActive		O		Date		Format to use is dd/M/yyyy Example 22/5/2017
7	Meaning		M		String		80
8	Description		O		String		240
9	Tag		O		String		150

SAMPLE LOOKUP CODE FILE

LookupType|LookupCode|DisplaySequence|EnabledFlag|StartDateActive|EndDateActive|Meaning|Description|Tag

CODE128A_1|95|96|Y|||Ã|Ã|

CODE128A_1|96|97|Y|||Ä|Ä|

CODE128A_1|97|98|Y|||Å|Å|

CODE128A_1|98|99|Y|||Æ|Æ|

Note : Save the file as a .csv file.

 Step 2: Upload the File to the UCM Server

Navigator -->Tools--> File Import and Export .

 

 

Browse the .csv file prepared in the previous step and give the UCM Folder as “setup/functionalSetupManger/import ” and click on save and close.

   

Step 3: Import the uploaded file as Look up data

Go to Setup and Maintenance and search for the Manage Standard Lookups task or the Manage Common Lookups task. Click Go To Task.

 

 

 

Provide the UCM account name and the name of the uploaded file along with the extension of the file.

 

Note : Provide the name of Lookup Code File If we are updating the existing Lookup.

We can check the progress of the process.

Download the log if process ends with errors

 

Step 4: Verify the Imported data 

 

Navigate to the lookup field in the user interface to verify that your lookup values imported as expected.