Intended Audience: Propel Consultants and Partners and experienced Salesforce Administrators who are comfortable working with large data sets and importing directly into Salesforce custom objects.
Note to Users: If you need to import data from a spreadsheet or CAD system please see the article Import Item Data. The Propel import tool is designed for Propel users and provides an easy way to import data for most use-cases.
Scope: This document describes how to load data into Propel for large sets of data, and particularly for dataloads containing multiple revisions of Items, BOMs and AML, where each revision must be released. Typical data sets include data from legacy PLM and ERP systems.
Tools: This article discusses loading data using standard Salesforce import tools: the Import Wizard and Data Loader. Prior knowledge of these tools is assumed. See our article on Bulk Updates for details about how to use the Data Loader.
Required Privileges: You must have Salesforce System Administrator privileges to use the tools referenced in this article.
Disclaimer: Propel Support is not responsible for data integrity errors or data loss resulting from importing data directly into Salesforce custom objects. It is assumed that the reader of this article is experienced with Salesforce objects and schema and has prior experience performing data migrations.
Technical Support: The Propel Support organization cannot assist with data migration efforts. You may choose to contract with Propel Implementation Services for paid assistance with these activities.
Environment: It it strongly recommended that you perform dataload activities in a Sandbox environment first.
Order of Dataload Activities
You will typically load data into the following Propel objects, in this order:
This article covers the Account object.
Preparation: Separating Propel Accounts
If you are loading Manufacturer (Account) records in to a Salesforce org that is used for CRM or other functions, you need a way to separate the Propel manufacturer/distributor records from the Customer Accounts already in the system. You have two options:
1. Create a record type called Supplier Account with its own page layout. Make this the default record type for any Propel-related profile.
2. If a record type isn't practical then edit the Account "Type" list and add the value Supplier to the list.
You must discuss these options with the org's Salesforce administrator before proceeding.
Create these fields in your import file:
1. Account Name. Example: Panasonic
2. Record Type, if appropriate. Example: Supplier Account
3. Type, if appropriate. Example: Supplier
Note that Distributors and Manufacturers are all “Account” records. We load them into the same object.
Be careful not to load Accounts that already exist in the customer's Salesforce database. Salesforce will create duplicate objects, which you definitely don't want.
Sample import file:
Complete the import using either the Salesforce Import Wizard or the Data Loader.