This KB is for Advise users who are doing their own imports. It is designed to go step-by-step through the process.
Initial steps are listed step-by-step, but also includes images further down.
Select Managers > Imports > Import data > Choose your File to Import > Select Next > Select Next > Select your entity you wish to import to > Confirm your data mapping > If prompted, click "ok" to ignore unmapped fields > Select Next > Allow Duplicates (choose yes, if you need to create more than one record for a student) > Leave owner > Leave Data Map name blank > Click Submit > Click Finish
**Note - The Fields on your file MUST match the fields used to create your data map.
Below includes visual references as well.
Advise Imports – End User
Select Managers > Imports
Import Data
Upload your file as a .csv
**YOUR FILE MUST HAVE ALL OF THE SAME FIELDS AS THE FILE PROVIDED TO WES TO MAKE YOUR DATA MAP**
**Your data must be in the same format as well**
This file has been provided back to you via email for your comparison.
Select next.
Select next
Choose your appropriate data map
Select next
Select next
Choose your appropriate entity:
Select Next
Your data map should already be set.
You can review the fields to make sure they match
Source Field = your document
Dynamics 365 Field = Field in Advise
If prompted to ignore unmapped fields, select “ok”
Then choose next
Allow Duplicates – you may want to change to “yes” if it is possible a student would have more than one record.
Select owner will you.
Leave the data map name field blank
Click Submit
Then Click Finish.
Your dashboard will go through the following phases
Importing, Parsing, Transforming, Completed.
Once it is completed, you can review your records
Total Processed should match the number of records you imported on your file
Successes – hopefully this is all records!
Errors – if any failed
To view records, click the name of your import
And can view the success/failures here:
If you need to delete all created records from your import and try again:
Delete > All Records Imported to this Entity During this Import
You can run an advanced find to view your records and validate against import.
Set Look For to the entity you created and then
Created On (or equivalent field) today (or day of the import)