Importing Data with Data Loader

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In a Nutshell

The following document describes the process for importing data using the Data Loader.

The Data Loader is located at Master Data Management > Settings > Data Loader.

Import Limitations

The maximum number of rows in an imported excel is 20000. This value can be changed via a company setting DataLoader.MaxRows.

The rate limit of parallel files imports is 5. At any point in time there cannot be more than 5 (default) upload files being processed. This value can be changes via a company setting CoreSystems.DataLoader.UploadFrequency.

Currently there is no mechanism for a server to inform Data Loader UI about the progress of the import. For time consuming uploads (e.g. files with large number of rows) the import operation in the backend can take so long that the Data Loader UI will time out with an error. Please note that in those cases the import operation is still running on the server. The only way to know whether an operation is completed is to manually monitor progress via an Admin Query API.

Sometimes it could happen (for more complex imported objects) that the upload operation will also fail on the server. If this happens, please lower the row number in an imported file.

Data Loader Templates

The Data Loader Templates are used to upload data managed in other systems to the SAP FSM Cloud for use in the Field Service Management applications. The fields contained in the template references correspond to the column names used in the SAP FSM Cloud Data Model.

The id columns may refer to:

the externalId property supported in version 4 of the Data API
the code property (generally specific to ERPs)
or to name property, or even to userName/emailAddress.

This column is used to connect data objects to one another. For example, a Contact record could specify the id of a Business Partner, which would then connect the Contact to the Business Partner.

Note:

For more information on the Data Objects supported by the Data Loader (including constraints, types, and categories), refer to the Data Object table below.

Select the data object template you would like to learn more about from the header row below. You can then toggle between data object templates to view how connections can be made between them using the id field.

Note: All required data template columns are indicated by an asterisk (*). All unrequired columns can be removed if not needed for data import.

Address Business Partner Business Partner Group Contact Equipment Item Payment Term Payment Type People Price List Shipping Type Skills Project Project Phases Activities People - Skills Assignment

Address Template

Field	Description
`block`	If applicable. The block associated with the address.
`building`	If applicable, the building associated with the address.
`city`	The city in which the address is located.
`country`	The country in which the address is located.
`county`	If applicable, the county or regional unit in which the address is located.
`defaultAddress`	Used to indicate if the address is the default.
`floor`	The floor on which the address is located.
`id`*	Required. The unique ID associated with the address. This ID is used to connect the address record to another record type, such as a BUSINESSPARTNER.
`name`	The name of the address.
`name2`	If appliable, a second or alternative name.
`name3`	If applicable, a third or second alternative name.
`object.objectId`	The object ID that the address refers to (example: the code associated with the BUSINESSPARTNER.)
`object.objectType`	The type of object to which the address references (i.e. BUSINESSPARTNER, if the address is for a BUSINESSPARTNER).
`postOfficeBox`	The Post Office Box numer (PO Box) associated with the address.
`remarks`	Remarks or notes related to this address, can be used for any string based content which contains necessary information.
`room`	If applicable, the room in which the address is located.
`state`	If applicable, the state in which the address is located.
`street`	The name of the street on which the address is located.
`streetNo`	The street or house number associated with the address.
`type`	The type of address used to categorize the address (example: shipping, billing, default, etc).
`zipCode`	If applicable, the ZIP Code associated with the address.
`location.location_regex`	If applicable, the latitude and longitude of the address. Attention:Please note that this requires the following format with no separating comma: `33.33 44.44`

Business Partner Template

Field	Description
`additionalName`	The additional name for this business partner.
`city`	The city of the main address of this businesspartner (used to search and display in list) -> may overlap with the default address city.
`code`	System code of this object, normally this correlates to the erp id given by the source system.
`country`	The country associated in which the main address of the Business Partner is located.
`creditLimit.amount`	The credit limit of this businesspartner, specified as a monetary amount to be most precise and formattable.
`creditLimit.currency`	The currency associated with the credit limit.
`currency`	Currency of this business partner. Business partners that have multiple currencies are indicated by not assigning any currency.
`emailAddress`	The public email address.
`fax`	The fax machine number.
`groupCode`	The code of the group which the business partner belongs to. This must be a value which is also present in the BusinessPartnerGroup model.
`groupName`	The name of the group which the business partner belongs to. This must be a value which is also present in the BusinessPartnerGroup model.
`id`*	The unique ID of the business partner.
`language`	The default language settings value when an offline reports is generated on the client.
`mobilePhone`	The mobile phone.
`name`	The name of the business partner.
`officePhone`	The office phone number.
`otherPhone`	If applicable, another phone number associated with the business partner.
`password`	The business partner password.
`paymentTerm`	Associated payment term.
`paymentType`	Link to default payment type.
`priceList`	Specifies the pricelist assigned to this businesspartner. The pricelist is used during creation of sales orders, materials and other objects which allow to choose items to calculate the prices.

Business Partner Group Template

Field	Description
`businessPartnerCode`	The code associated with the business partner.
`id`*	The unique ID associated with the business prtner group.
`name`	The name of the business partner group.

Contact Template

Field	Description
`birthDate`	The birth date of the contact.
`code`	System code of this object, normally this correlates to the ERP id given by the source system.
`defaultContact`	Indicates if this is the default contact of a business partner.
`emailAddress`	The email address of the contact.
`fax`	The fax machine number.
`firstName`	The first name of the contact.
`gender`	The gender of the contact.
`id`*	Required. The unique ID associated with the contact.
`lastName`	The last name of the contact.
`mobilePhone`	The mobile phone number.
`object.objectId`	The ID of the object to which the contact information refers to (i.e. a specific BUSINESSPARATNER).
`object.objectType`	The type of object which the object references (e.g. a BusinessPartner if this is a BUSINESSPARNTER contact).
`officePhone`	The office phone.
`otherPhone`	If applicable, another phone.
`pager`	If applicable, the pager number.
`positionName`	The name of the contact's position.
`profession`	The name of the contact's profession.
`remarks`	Any remarks related to the contact.
`remarks2`	Additional remarks related to the contact.
`skypeName`	The skype name/ID of the contact.
`title`	The title of the contact.

Equipment Template

Field	Description
`businessPartner`	Business partner reference to which this equipment belongs.
`code`	System code of this object, normally this correlates to the erp id given by the source system.
`contact`	Responsible contact person on business partner side.
`globalUniqueId`	Global unique (in the cloud scope) equipment identifier.
`id`*	The unique ID associated with the equipment record.
`item`	Indicates which item this equipment represents.
`manufacturerSerialNumber`	Serial number of the item (equipment) manufacturer.
`name`	Name of the equipment at customer side.
`parentId`	References a parent equipment for this one.
`remarks`	Remarks or notes of this equipment, can be used for any string based content which contains necessary information.
`serialNumber`	The serial number of this specific equipment (may be identical to manufacturer serial number in some cases).
`serialNumber2`	Indicates which item this equipment represents.
`status`	Status of the equipment.
`type`	Type of the equipment.
`udf`	If applicable, any User-defined field associated with the equipment record.
`NEW1[float]`

Item Template

Field	Description
`code.groupCode`	System code of the assigned ItemGroup's object.
`groupName`	System name of the assigned itemGroup's object.
`id`*	Required. The unique ID associated with the item record.
`inventoryItem`	Indicates if this item is an inventory item
`mangedByBatches`	Indicates that the item is managed by batches.
`managedBySerialNumbers`	Indicates that the item is managed by serial numbers.
`name`	Display name of the item.
`nameTranslations`	If applicable, the displayed translation name of the item.
`ordinal`	Ordinal number of the item.
`properties`	Additional properties to detailed specify the item and its properties
`purchaseItem`	Indicates if this item can be used for purchase orders.
`remarks`	Remarks or notes of this item, can be used for any string based content which contains necessary information.
`salesItem`	Indicates if this item can be used for sales documents.
`serialNumberItem`	Indicates if this item can have serial numbers assigned.
`typeCode`	System code of the assigned ItemType's object.
`typeName`	System name of the assigned ItemType's object.
`unitofMeasure`	Unit of measure used for this item.

Payment Term Template

Field	Description
`code.id`*	System code of this object, normally this correlates to the erp id given by the source system.
`name`	Display name of this object.
`priceList`