Bulk Data Import using New File Import feature in the E360/C360 - MDM

Informatica MDM 10.4v Offers a "New File Import" feature in the E360/C360 Tool to support Bulk Data Import capability. Users can import large amounts of data and relationship's from an excel or CSV fine into Data Director. The system supports data with Unicode characters, including Chinese, Japanese, and Korean. Users can import a maximum of 10k records at once, but admin have the flexibility to adjust this limit in the properties file.

Prerequisite:-

- Set up a role within Hub, allocate the needed privileges under SAM, and then assign users to that role.

Step 1:- Login to Provisioning Tool and create Business Entity.

Step 2:- Create a trigger and configure type of event(CreateBE/UpdateBE) and Role for this operation and tag Business Entity.

Step 3:- Prepare an CSV file with the columns/fields defined in the Business Entity.

Note:- If any of the fields have reference values, we need to ensure the value defined in the csv has to present in that lookup/reference table.

Step 4:- Login to E360 UI and choose New File import option.

Step 5:- Upload the CSV file.

Step 6:- Click Next to go to "Map Fields" section - select the Target i:e Business Entity defined in the provisioning tool.

Step 7:- Now click and accept and select the business entity to map the source and Target fields.

Step 8:- Drag the source fields to target fields.

Note:- 
During the Insert Operation, ensure to map the source fields such as Pkey_Src to the Source Key in the Target system.
For the Update Operation, it is necessary to specify the rowid primary key in order to update an existing record. When attempting to update records using the source key and the source system, make sure to input a value in all mandatory fields. Failure to provide a value in the required fields will result in an error message being displayed.

Step 9:- Click next to go to "preview & import" section, here you can verify values assigned to target fields properly or not.

Step 10:- Click import option available on top right corner to start the import process.

Then go to My Jobs section to review the status of results.