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 Item object. This is the object that associates an Item with a Manufacturer Part.
Permission Set Note: Before importing Manufacturer Item records give yourself the Propel Override Business Rules permission set. This allows you to associate Manufacturer Part records with released Items.
MANUFACTURER ITEM Object
Create these two fields in your import file:
1. Revision Key The primary key of Item Revision record
2. Manufacturer Part Key The primary key of Manufacturer Part record
If the customer has the concept of Preferred and Alternate manufacturer parts then you can load an additional, optional field:
3. Preferred Status Picklist values Preferred or Alternate
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.
Import Wizard Mapping
Choose these options:
This is the wrong mapping:
This is the right mapping:
This article does not describe the Data Loader mapping.
Complete the import.