How to upload data for custom BO using excel
When you create a custom BO, sometimes you have a need to input huge volume of data in it. Doing this via UI is very cumbersome and sometimes unfeasible. This document describes how can you enable data input for a custom BO using excel which eases the process to a large extent.
Steps to provide excel data upload
Initially there is no data in the BO and hence the OWL is empty. At the end of this document it shall be filled with data.
Step2: Define a service integration on Custom BO so that it can be accessed by third party (file upload or web service etc)
Right click on BO and select ‘Create Service Integration’.
Select the message structure: the attributes you want to be part of excel file. Select Mass processing if you want multiple records to be processed. Finish the wizard and activate the PID file created.
Step4: Define .xml file with field mapping and provide data for upload.
Open the .xsd file in excel and define mapping for fields and data for fields to be uploaded.
Open the .xsd in excel and enable the ‘Developer’ Menu in excel (File->Options->Customize ribbon->Developer). Select ‘Source’ under Developer and then XML maps from side car.
This opens a pop up to add your xsd file. Click add and open the .xsd file from your local machine.
Map the attributes from .xsd file in excel by dragging and dropping them in columns. There are two sections in side car. Message header and List. From message header just take ‘CreationDateTime’ and drop it in excel column. List is the message structure that you selected when you created PID in SDK.
And click on ‘Export’ in developer menu and save the file as XML file. This XML file will be used for input and to create records of custom BO.
Step5: Upload the .xml file to WebDav.
Login to Business byDesign system as key user and navigate to Application and User Management->File Input.
Open the view “Unprocessed Files” and add the XML file you want to upload as shown below. Select your service interface created in SDK. After doing this the XML file is uploaded in WebDav folder and can be seen in the view ‘Unprocessed files’.
Step6: Create a run to upload the file and trigger service interface to create data in custom BO.
Now the XML file is uploaded and the system should read this file for processing. Define a new run to read this file and execute data processing. Select your Service interface in the new run and activate the run.
Schedule the run to run immediately.
Step 7: Check the UI if the data is created. The data comes up on the UI and hence the upload of XML file worked.