Import Records activity

An activity that uploads a collection of exported records from your data source, and adds it to an entity in AgilePoint NX Data Entities.

Configure the Import Records activity

To configure the Import Records activity, do the procedure in this topic.

Prerequisites

On the New Entity screen or Entity screen > Details tab, turn on Allow Record Import.
Downloads the records as an XML file, or JSON file.
For more information, refer to Export Records activity.
AgilePoint NX OnDemand (public cloud), or AgilePoint NX Private Cloud or AgilePoint NX OnPremises v8.0 or higher.

Good to Know

To send an email notification, click Advanced > Email Notifications .
For more information, refer to Email Notifications screen (Process Activities).
In most text fields, you can use process data variables as an alternative to literal data values.
This section shows the configuration settings on the configuration screens for this activity. Other configuration settings apply to system activities. For more information, refer to:
You can configure whether this activity waits for other activities before it runs.
For more information, refer to How Do I Configure an Activity to Wait for Other Incoming Activities?

How to Start

Open Process Builder.
For information about how to open this screen, refer to Process Builder.
In Process Builder, in the Activity Library, open the Data Entities tab.
On the Data Entities tab, drag the Import Records activity onto your process.

General Configuration

Specifies the basic settings for the Import Records activity.

Good to Know

Documentation for this screen is provided for completeness. The fields are mostly self-explanatory.

Fields

Field Name	Definition
Display Name	Function: Specifies the activity name that shows in your process. Accepted Values: One line of text that can have spaces. Default Value: None Accepts Process Data Variables: No Example: This is a common configuration field that is used in many examples. Refer to: Examples - Step-by-step use case examples, information about what types of examples are provided in the AgilePoint NX Product Documentation, and other resources where you can find more examples.
Description	Function: Specifies an optional text description for your activity. Accepted Values: More than one line of text. Default Value: None Accepts Process Data Variables: No

Field Name

Definition

Display Name

Function:

Specifies the activity name that shows in your process.

Accepted Values:

One line of text that can have spaces.

Default Value:

None

Accepts Process Data Variables:

Example:

This is a common configuration field that is used in many examples. Refer to:

Examples - Step-by-step use case examples, information about what types of examples are provided in the AgilePoint NX Product Documentation, and other resources where you can find more examples.

Description

Function:: Specifies an optional text description for your activity.
Accepted Values:: More than one line of text.
Default Value:: None
Accepts Process Data Variables:: No

Source Repository

Specifies the original, or source, location type for your file.

Fields

Field Name	Definition
Amazon S3	Function: Specifies that Amazon S3 is the source location for your files. To select your file in the source location, complete the fields on Import Records > Source Repository > Amazon S3.
Box	Function: Specifies that Box is the source location for your files. To select your file in the source location, complete the fields on Import Records > Source Repository > Box.
Dropbox	Function: Specifies that Dropbox is the source location for your files. To select your file in the source location, complete the fields on Import Records > Source Repository > Dropbox.
FTP	Function: Specifies that FTP is the source location for your files. To select your file in the source location, complete the fields on Import Records > Source Repository > FTP.
Google Drive	Function: Specifies that Google Drive is the source location for your files. To select your file in the source location, complete the fields on Import Records > Source Repository > Google Drive.
NetSuite	Function: Specifies that NetSuite is the source location for your files. To select your file in the source location, complete the fields on Import Records > Source Repository > NetSuite.
OneDrive	Function: Specifies that OneDrive is the source location for your files. To select your file in the source location, complete the fields on Import Records > Source Repository > OneDrive.
OneDrive for Business	Function: Specifies that OneDrive for Business is the source location for your files. To select your file in the source location, complete the fields on Import Records > Source Repository > OneDrive for Business.
Salesforce	Function: Specifies that Salesforce is the source location for your files. To select your file in the source location, complete the fields on Import Records > Source Repository > Salesforce.
SFTP	Function: Specifies that SFTP is the source location for your files. To select your file in the source location, complete the fields on Import Records > Source Repository > SFTP.
SharePoint	Function: Specifies that SharePoint is the source location for your files. To select your file in the source location, complete the fields on Import Records > Source Repository > SharePoint.

Import Records Configuration

Specifies the configuration to upload a collection of exported records from your data source, and adds it to an entity in AgilePoint NX Data Entities.

Import Record Configuration screen — Figure: Import Records Configuration screen

Fields

Field Name	Definition
Standard Entities / Custom Entities	Function: Specifies whether to show standard (out-of-the-box) entities or custom entities in the Entity Name list. Accepted Values: Standard Entities - Shows standard (out-of-the-box) entities in the Entity Name list. Custom Entities - Shows custom entities in the Entity Name list. Default Value: Standard Entities
Entity	Function: Specifies an entity to which to upload the records. Accepted Values: An entity name from the list. Default Value: None Accepts Process Data Variables: Yes