Configure CSV Import component

Follow these steps to configure the CSV Import component:

1. From the Setup interface in the customer's org, select the User Interface dropdown on the panel on the left, and then select Lightning App Builder.

2. Find the Lightning page where you want to add the CSV Import component, then select Edit.

3. On the leftmost panel, scroll down to the Custom section and find the CSV Import component, then drop it onto the selected page.

   Tip

   You can drop the component on the Contract, Price Lookup, or Deal record pages, or on the record page for any other object the child records of which you would like to import.

4. Select the CSV Import component on the record page, then enter values on the right-side panel:

   • Import Destination Object—Specify the API name of the Salesforce sObject where the records from the CSV file will be imported.

     The Salesforce sObject must be a child object of the parent header record page:

     • For the Contract record page, specify the API name of the ContractLineItem object.
     • For the Price Lookup record page, specify the API name of the PriceLookupLine object.
     • For the Deal record page, specify the API name of the DealLine object.

   • Workflow Automation ID—Enter the Automation ID of the job workflow that you want to run after successful CSV file import.

     The CSV Import component imports data into SQL Server. If you want to import the data into Salesforce, you must define a specific job workflow.

   • Scope—Enter a value to make the job of the workflow independent from all other jobs. Enter a value only if you have also entered a value for Workflow Automation ID.

   • Logical Entity—Enter the API name of the custom logical entity into which you want to import a CSV file. If you leave this field empty, the logical entity name from the Download SRS Mapping configured for the Import Destination Object will be used​.

   • Default Value for Column Separator—Select a column separator that will be pre-selected for the user when uploading the file.

   • Default Value for Decimal Separator—Select a decimal separator that will be pre-selected for the user when uploading the file.

   • Default Value for Date Format—Select the date format that will be pre-selected for the user when uploading the file.

   • Parent Id Logical Entity Field—Enter the system name of the field. If populated, the external ID of the parent header record will be automatically set to this entity column during import.

   • Parent External Id Field—Enter the API name of the Salesforce field from the header object. Enter a value only if you have also entered a value for Parent Id Logical Entity Field​.

   • Import Id Logical Entity Field—Enter the system name of the logical entity field. If populated, the ID of the CSV Import History record will be automatically set to this entity column during import.

   • Import Date Logical Entity Field—Enter the system name of the logical entity field. If populated, the datetime of the import will be automatically set to this entity column during import.

   • Imported By Logical Entity Field—Enter the system name of the logical entity field. If populated, the user name of the user who initiated the import will be automatically set to this entity column during import.

   • Use External Bulk Data Job Id Logical Entity Field, Workflow Custom Post Processor Class, and Workflow Custom Post Processor Parameters fields to configure post-processing of lines imported into Salesforce. Learn how.

5. Select Save.