Import data into the account onboarding playbook

  • Release version: Xanadu
  • Updated August 1, 2024
  • 2 minutes to read

    • As part of the Account Lifecycle Events process, you can import, configure, and publish data.

    Before you begin

    • Role required: admin

    About this task

    After completing the first stage in the Account Lifecycle Events playbook, you can continue with the Data Capture & Validation stage. Several default tables have been configured with the base system. To import data into these default tables, follow these steps:

    Procedure

    1. Open the first table and click Open record.
    2. In the Data Import page, click the Details tab.
      In the Contact field, select the customer contact who is working on this case.
    3. Click the Attachment icon in the right-hand panel.
    4. In the Attachments section, click the Actions icon and click Download.
    5. Open the XLSX file and enter all records you wish to upload.
      Note:
      Ensure that the XLSX file contains the accurate data that will pass all the pre-defined validation checks or any custom validations that have been defined.
    6. Click the plus icon to select one or more Excel files from the list and click Upload.
    7. Click Import from attachments and select the files to be imported.
    8. Click Import to upload the data and move it to the staging table.
    9. When the Data has been successfully validated! Please check the staging table. message appears, the records are moved into one of the following states:
      • Ready to publish: The records have no validation errors and can be published.
      • Needs attention: Records in this state have some issues that must be addressed.
      • Yet to validate: Records in this state haven’t been validated.
    10. Review the records in the Needs attention state, verify the information in the Comment column, and modify the record if required.
    11. After editing the record, navigate to the Yet to validate list, and click Validate.
    12. When all the records are in the Ready to publish list, select the records to be published, and click Publish.
      Note:
      • If you are importing multiple files at a time, the data import process may slow down.
      • While the data is being validated, you can click Add more to import more files and process them in parallel.
      • If the imported data is corrupted or has several errors, select Restart. This action clears all the uploaded data in the staging table and restarts the process from the beginning. Data in the Ready to publish state will also be cleared.
    13. Select Close.
    14. Review the Data Import Summary, enter Close Notes for each task, and select Mark complete to continue with the next stage in the playbook.