Have you thought if we can import data from a
CSV file into Siebel with Simple configuration Steps. Siebel provides a path
called “Import” option, which offers a solution to import data from CSV without
any scripting. I recently got an opportunity to implement this feature as a
part of POC.
To Import data from CSV all user needs to do is
1)Selecting Import menu option and input the
data in the form of Text, CSV
2)Prepare the text or CSV file with the column
headers looking at the field captions in Siebel screen which they want to
import.
So Let’s Start with the Configuration tricks to
achieve this functionality
Configuration Steps-
- Select Import Object Option in Siebel Tools
- Crete a new record and enter the Business Component Name
“AAB Import BC”
- Enter the Import Fields which you want to Import from
Excel to Siebel
- Enter the Import Key fields same as Import Fields
- Compile the objects
Testing Steps-
To Test this user need to perform below steps
1. User logs in to Siebel application
2. User Navigates to Siebel screen in to which
he wants import the data
3. User Note down the field names
4. User creates a text or CSV file using the
field names as headers along with the data
5. User select Import menu option
6. Browse the file name, select Auto Mapping
option and click Next button
7. User would see a popup with Import Status,
Number of Rows imported
9. User would be able to see the newly imported
records
Solution Benefit
- No need Scripting
- Easy to implement and low development efforts
