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RPM_DX_PORTFOLIO - Import from Microsoft Excel to Portfolios

RPM_DX_PORTFOLIO - Import from Microsoft Excel to Portfolios

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In this Customizing activity, you can import data from a Microsoft Excel workbook or an XML file to create, update, or delete multiple portfolios simultaneously.

The Microsoft Excel workbook that you can import contains the following sheets with fields that match the portfolio fields:

  • Portfolio
  • Portfolio Authorization

Fields that are derived in the Portfolio Details screen are not included in the import.

You have defined the fields for the import workbook in the Customizing activity Configure Fields for Mass Import.

You can download the Microsoft Excel workbook as a template that includes all the fields available. To start this activity, select the file type, and then choose Display DX Layout.

You can populate the workbook with information for one of the following operations: create new portfolios, update existing portfolios, or delete existing portfolios. To perform different operations you must create and import separate workbooks.

  • Create
When you import the workbook, new portfolios are created. If an error occurs during the mass import, only those objects for which errors occurred are not imported.
  • Change
When you import the workbook, the available portfolio data is updated. You can overwrite authorizations.
  • Delete
When you import the workbook, the portfolios listed in it are deleted from the system.
Note: Deletions are made at portfolio level only. Portfolio authorizations are not deleted independently of the portfolios.

For each of the operations above, you can choose Test Run so that the import runs and messages are generated, but the data is not saved to the portfolio. If no errors occur, you can then run the import.

After each import, the system records all successes and errors in the application log.






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