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 Manufacturer Part object.
A Manufacturer Part is an object storing a Manufacturer Name, Manufacturer Part Number, and an optional Distributor Name. The Manufacturer and Distributor are both lookup fields to the Account object. A Manufacturer Part object also often has custom fields such as Distributor Part Number.
The object that associates an Item with a Manufacturer Part is the Manufacturer Item object.
MANUFACTURER PART Object
Create these four fields in your import file:
1. Import Distributor Name Name of Account record, e.g. "Digi-Key"
2. Import Manufacturer Key Name of Account record, e.g. "Murata"
3. Mfr Part Number This is not an abbreviation; this is the actual name of the field
4. Primary Key We typically populate manufacturer:mfrpn:distributor
The first two fields are "magic" fields; i.e., Propel does the appropriate lookups and populates the record.
Your import file can also contain optional fields such as:
Manufacturer Part Description
Distributor Part Description
Distributor Part Number
Sample Import File (screen shot cut off at right)
Import Wizard Mapping
Choose the options below. Note that if you renamed the Account object to be called Manufacturer the options below will say "Manufacturer Name" instead of "Account Name".
Map as follows:
Data Loader Mapping
The Data Loader Mapping is not described in this article. It is similar to what you see above.
Complete the import.
Watch Out: If someone edits a Manufacturer Part record using the normal user interface, the primary key gets rewritten by the system. This is OK. Just be careful not to manually edit Manufacturer Part records in the middle of a dataload or you won't be able to match them to your Manufacturer Item records.