You can selectively import a solution or any part of a solution as defined in a Microsoft Excel file that you created based on the 'RapidValue data entry template'.
On selective import, this Microsoft Excel file is analyzed, and the contents of this file is compared with the already existing data in RapidValue. If a to-be-imported record already exists in RapidValue, you can indicate what to do:
  • Keep - The existing record in RapidValue is kept without changes.
  • Overwrite - The existing record in RapidValue is replaced with the record in the Microsoft Excel file.
The steps in this topic show how to import a Microsoft Excel file from a file location on your computer.
You can also import a Microsoft Excel file from the RapidValue file share. Make sure the file is already uploaded as type Data file to the Business process file share workspace. As a result, the file is shown in the grid on the import wizard.


Standard procedure

1. Click Business process management.
2. Click Import Wizard.
3. Sub-task: Upload Microsoft Excel file.
  3.1 In the Source of XML data field, enter 'File on file share'.
 

Note: Click Browse and browse for the Microsoft Excel file to be imported.
On selection, the file is automatically uploaded as type Data file to the Business process file share workspace.

  3.2 In the list, select the uploaded Microsoft Excel (XSLSX) file.
 

Note: You can also select another Microsoft Excel (XSLSX) file from the list. These files can be uploaded earlier in the current environment.

  3.3 Click Next.
4. Sub-task: Select data import mode and analyze Microsoft Excel file.
  4.1 In the Options field, enter 'Selective - Analyze data and specify which existing data to keep/overwrite (safer)'.
  4.2 Click Next.
 

Note: As a result, the Microsoft Excel (XSLSX) file is analyzed and its configuration data is compared with the related configuration in the current environment, if any.

5. Sub-task: Confirm import of existing records.
  5.1 You can keep an existing record in RapidValue without any changes.
  In the list, mark the records with action Overwrite, that you want to keep.
  5.2 Click Keep.
  5.3 You can replace an existing record in RapidValue with the same record in the content package.
  In the list, mark the records with action Keep, that you want to overwrite.
  5.4 Click Overwrite.
  5.5 Click Next.
6. Review the selection you have made.
  Click Finish.

Provide feedback