Assigning Multiple Records to Cross Reference during Import
Does the import feature allow you to assign multiple records from the same cross reference field? I have a spreadsheet that is .csv and in one column there are multiple records from a cross reference that I want to assign to the target record. In other words many to one relationship. Ive ran the update and although I get no errors the records to do not get assigned to the cross reference.
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I haven't used Data Import much (I'm much more familiar with Data Feed), but I believe all you need to do in your import file is semicolon delimit the values. If you want to updated record 123 to have references to records 45, 67, and 89, your file would look like:
Tracking ID Cross-Reference Field
123 45; 67; 89
Just adding to Scott's reply, you also have to make sure on the first page you set your references to "Append" and not "Replace" or you will only ever get the very last value imported in the cross reference field.
Adding to Scott & Stephani's responses.
When you initiate the data import wizard, there are default format options associated with Field Delimiter, Values Delimiter, Escape Sequence, etc.
Could you verify the setting for Values Delimiter and double-check if you are using the same delimiter value in your csv file? As an example for your multiple cross reference, you need to separate them using that values delimiter (semi-column as per default config).
Dhreetiman, thanks for your response. I do have the delimiter set for ; I'm still working to get this to import. Should have some more time tomorrow to play with it and will let you all know my results.
An additional thoughts that came to my mind and would be good to check for would be:
1. Does the cross-reference record already exist within Archer?
2. Also based on my experience in a previous Archer deployment, the error that the Archer Admin's were performing were the incorrect mapping of cross-reference fields (especially due to the fact that the cross-referred application was a levelled application, in that case).
I was able to get just the last record from the application column to import. So in this case for the process, Business Care Proactive Planning (Column A), only application YPL was assigned (Column B). All the applications exist in the referenced app and I was using the semicolon as my delimiter. Thoughts?
By-default you should see the Replace option is selected in the Cross-Reference Behaviour. Please change that to Append.
For Data Imports, enable the Append to Existing Cross-Reference Data option and have a line for each Cross-Reference you want to add.
For example, the following import file will add 3 Contacts records to the Contacts field in the 205532 record: