C4C Data Workbench 1511

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2015 SAP AG. All rights reserved.

SAP Cloud for Customer - Data WorkbenchUser Guide

October 2015

SAP Cloud for Customer



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Integrating SAP Cloud for Customer with SAP CRM using SAP NetWeaver PI 7.1 2


Table of Contents1 Data Workbench User Guide........................................................................................................... 3

Cleanse Data in a CSV File ............................................................................................................... 5

Import Data ....................................................................................................................................... 6

Import Data Using a Template ........................................................................................................... 7

Import Attachments ........................................................................................................................... 8

2 Frequently Asked Questions .......................................................................................................... 9

Why is it mandatory to select a template or an object? ....................................................................... 9

Can I map my ID key to the Internal ID key in SAP Cloud for Customer? ........................................... 9

Why am I unable to use a template for an extended business object? ................................................ 9

I imported data for an object. Why is that I am unable to see any status in the Monitor view? ............. 9Why did I receive the error Please upload a valid CSV file in the required format? ............................ 9

I have data in a spreadsheet. Any recommendation on how I should create a CSV file?....................10

3 Suppor t Incidents ...........................................................................................................................10

Copyrights, Trademarks, and Disclaimers ...................................................................................................11


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1 Data Workbench User Guide

Overview

This document describes all the prerequisites and takes you through the process of importing yourdata into SAP Cloud for Customer using Data Workbench. You can import the following:

Data from a legacy system into SAP Cloud for Customer. For example, you want to transferall the existing data from any Cloud CRM system to SAP Cloud for Customer.

Operational data from third-party systems into SAP Cloud for Customer. For example,import accounts and contacts from Microsoft Outlook to SAP Cloud for Customer.

Data that is manually maintained in a CSV file format into SAP Cloud for Customer. Forexample, the sales leads data collected from a campaign and maintained in a CSV file.

Before you start working through this document, ensure that you have downloaded the most recentversion of this document available on SAP Service Marketplace.

ComparisonSAP Cloud for Customer offers both Migration Workbench and Data Workbench to import data.Here is a quick comparison on the advantages of one over the other.

Feature Data Workbench MigrationWorkbench

Import data of custom objects Yes No

Import attachments Yes No

Support for CSV files with custom-defined fields,extended fields

Yes Yes

Flexibility and ease of use in defining and uploadingtemplates

Yes No

Create mapping template, so you dont have to do basicmapping each time

Yes Not applicable

Flexibility in defining code list mapping pertemplate/import

Yes No

Sophisticated monitoring capabilities of an import task,with email notification and errors highlighted in theCSV file

Yes No

Import data maintained in a spreadsheet No(Only CSV files aresupported)

Yes

Import data all nodes within an object at once No Yes

Import data of any object available in C4C Restricted YesDelete existing data in SAP Cloud for Customer No Restricted
http://service.sap.com/cloud4customerhttp://service.sap.com/cloud4customer


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Target Audience

Here is an outline of experts who may be involved in the import process.

Role Description

Key user You know/understand the following:

Objects that need to be imported into SAP Cloud for Customer (businessrequirement)

Sequence in which the objects and the nodes should be imported.

For each of the object, a business understanding of mapping the CSV fields tothe fields in SAP Cloud for Customer

Typical tasks include:

Cleansing your data to an acceptable format

Creating templates for various objects and nodes.

Importing data using a template

Importing attachments

Business user Typical tasks include:

Importing data using a template

Importing attachments

Basic Checklist

Fulfill all the requirements in this checklist before you use Data Workbench.

Task Completed

Functional

You have discussed the business requirement on the data that needsto be imported into SAP Cloud for Customer

For each of the objects you want to import data, you know thedependency of the nodes within the object.

Technical

For each of the objects you want to import data, you have the CSVfiles for all the nodes in that object.

Example: The node dependency in contract object is as follows:

Covered Object

Price

Item

Entitled Product

Item Price

Now, ensure that you have separate CSV files for each of theabove nodes.

These CSV files may be the one downloaded from a system or theones you have maintained manually. To check if the file is in anacceptable format, do the following:

1. Open the CSV file in Notepad.2. Click File Save As.3. In the Save Asdialog, choose Encodingas UTF-8. Keep

the file extension as .CSV.4. Once the file is saved, check if all the contents are

displayed correctly.


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Cleanse Data in a CSV File

Overview

The data that is either downloaded from a legacy system, a third-party system, or manuallymaintained in a CSV file, should be cleansed before it can be successfully imported into SAPCloud for Customer. For example, you need to ensure that all the reference IDs are maintainedbased on the dependency, and also check if the data is in acceptable formats.

Prerequisite

You have the CSV file for the object (node) data you want to import.

Procedure

1. Ensure that each CSV file has a reference to all the parents in the hierarchy.

Example: If the hierarchy is as shown below:

OpportunityOpportunity Item

Revenue Plan Reporting

Then, ensure that the:

Opportunity CSV file has an external keyOpportunity CSV file

Opportunity ID Priority Primary Contact Expected Revenue

Opportunity item CSV file has a column that represents the external key of the

opportunity objectOpportunity Item CSV file

OpportunityItem ID

Opportunity ID Product ID Net Amount

Revenue Plan Reporting CSV has columns that represent the external key of bothopportunity item and opportunityRevenue Plan Reporting CSV file

Revenue Plan ID Opportunity Item ID Opportunity ID Distribution Date

2. Ensure that column names are a single word without any space.For example, the column name Opportunity Type should be written as OpportunityType inthe CSV file.

3. If you have a date field in your CSV file, do the following:a) Format it as yyyy-mm-dd. Only this format is currently accepted.b) Suffix the date with T00:00:00

Example: November 24, 2015 is formatted as 2015-11-24T00:00:00


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4. If you have a Boolean entry, ensure that the value is entered either as true or false insmall case.

Accepted value Not accep ted values

true True

0

false FalseX1

TipIf you use Microsoft Excel to edit your CSV file, check that the entry is not automaticallycapitalized, when you leave the column and press Tab/Enter. To avoid automaticcapitalization start the word with an apostrophe.

While entering data After pressing Tab/Enter

5. Columns with numbers that are treated as text.Data of a few columns that display numbers may need to be treated as text. For example,code list values for ActivityGroupCode. Here, the value 0001 is the code, and 1 would notbe an accepted code value.

Activ ityGroupCode Descript ion

0001 Customer visit

0002 Telephone call0003 Business e-mail

0004 Workshop

0005 Customer request

Import Data

Overview

Once you have cleansed the data, you can spontaneously import that data at any point in time, intoSAP Cloud for Customer. If you or any other user in your organization is going to import data forthe same object later, you can save the mapping in the form of a template. This can be done, whileyou are importing data.

Templates store the mapping information between the columns of a CSV file and thecorresponding fields of an object (node) in SAP Cloud for Customer. Once you define the mappingin a template, the template can be used by any SAP Cloud for Customer user to import dataanytime. This ensures consistency in mapping across all users.

NoteTemplates are typically created by a key user or by someone who has a businessunderstanding of the fields that needs to be mapped between systems.


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Prerequisites

You know the name of the object (node) in SAP Cloud for CustomerYou have a CSV file for the corresponding object (node)

Procedure1. Logon to SAP Cloud for Customeras a system administrator.2. Go to Data Workbenchwork center, and choose Import.3. Enter a name for your import/template in the Import Taskfield.

Ensure that you follow a naming convention for easy tracking.4. Click Import Data.5. Select the object for which you want to import data, and click Next.6. Select a CSV file for the corresponding object, click Upload, and click Next.7. Map the fields in the CSV file to the appropriate fields in SAP Cloud for Customer.

Tip : To delete a mapping, click on the mapping line, and press Del et e.

8. Do a final check of all mapped fields.Note

In case you want to create a template, ensure that all mappings are finalized. Otherwise,any changes to the mapped fields must be saved in a different template name.

9. If you want to save a template, click Save As, and enter a name for the template.10. To continue importing data in the CSV file, click Next, and then click Import.

Result

If you had:

Created a template: All the SAP Cloud for Customer users will now be able to view your

template in the Select a Templatefield, when they import data in the Importview. Imported data from the CSV file: The system displays a message on the status of the import. In

case of errors, you can go to the Data Workbench Importview, and check the errors for yourimport.

Import Data Using a Template

Overview

You can import data of the following into SAP Cloud for Customer:

Standard business object

Extended fields of a standard business object

Custom objectWhen you import data, new records are created in SAP Cloud for Customer. If the record exists,then the data in the existing record is updated.

Prerequisites

You have:

Completed all the activities listed in the Basic Checklistsection

The name of the template for the object (node) that you want to import data.

The sequence in which the nodes of an object should be imported into SAP Cloud forCustomer


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The CSV file with the required dataNote

The fields in this CSV file should be in the same order as in the CSV file that was used forthe template.

Procedure

1. Logon to SAP Cloud for Customeras a system administrator.2. Go to Data Workbenchwork center, and choose Import.3. Enter a name for your import task.

This helps you identify your imports and also look for the status of your imports in future.4. To import data of an object, choose Import Data.5. Select the required template and click Next.6. Browse for the CSV file you want to upload, click Upload, and click Next.7. Click Import.

The system displays a message on the status of the import. In case of errors, you can go to theData Workbench Importview, and check the errors for your import.

Import Attachments

Overview

You can import attachments of an object into SAP Cloud for Customer.

Prerequisites

You know the name of the object in SAP Cloud for Customer for which you are importingattachments

You have consolidated all the attachments of an object in an archive file (for example, .ZIP,

.RAR) format.Each archive file should contain a manifest file along with the attachments. Here is therecommended structure of the manifest file:

o First column External key of the object (node) for which you are importing attachmento Second column Name of the attachmento Third column Path from the root within the archive file

Example

If you are importing the attachments of a corporate account, and the attachments are all placedin the root folder, then the manifest file looks like the following:

CorporateAccountExternalKey AttachmentName Path

SAP_43091 Report Rep_CA.pngSAP_43091 Analysis_Chart Chart.png

Procedure

1. Logon to SAP Cloud for Customeras a system administrator.2. Go to Data Workbenchwork center, and choose Import.3. Enter a name for your import task.

This helps you identify your imports and also look for the status of your imports in future.4. To import attachments of an object, choose Import Attachment.5. Select the object to which you want to import attachments, and click Next.6. Browse for the archive file, click Upload, and click Next.

7. Click Submit. The system displays a message on the status of the import.


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2 Frequently Asked Questions

Why is it mandatory to select a template or an object?

The template or the object defines the data that is imported into SAP Cloud for Customer. Forexample, if you want to import customer data, then you either choose the Customer object or theCustomer template. The system pre-validates the files with metadata check. For example, if youchoose a Customer template and then choose an Order CSV file, you will receive an error, and willnot be able to proceed with the import.

Can I map my ID key to the Internal ID key in SAP Cloud forCustomer?

We recommend that you do not mapany columns from the CSV file to internal ID key. If you havea use case where this might be necessary, please create a support incident with your use case.

Why am I unable to use a template for an extended businessobject?

There can be two situations where extensions have been made:

You have added more fields to your CSV file. These fields may or may not be available inthe standard object in SAP Cloud for Customer

You have extended SAPs standard business object with new fields

In both these situations, you cannot use an existing template. If there are any changes to the fieldson SAP Cloud for Customer or in the CSV files, you must create a new template along with allrequired mappings.

I imported data for an object. Why is that I am unable to see anystatus in the Monitor view?

Ideally, you should see a success or failure status for each import. At times, there might be adelay. Wait for a few minutes, and then click Refreshin the Monitorview. If the status still does notappear, create a support incident.

Why did I receive the error Please upload a valid CSV file in therequired format?

This can happen, if the: Order of the fields in the CSV file does not match the order of the fields in the SAP Cloud for

Customer object

Field names have a space in the CSV file

Open the CSV file, check the order of the fields, and remove any spaces in the column headings,and retry importing data.


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I have data in a spreadsheet. Any recommendation on how Ishould create a CSV file?

The key requirement is to have your data in CSV file with UTF-8 encoding. UTF-8 format ensuresthat files containing non-English characters and special characters are secured in its original form,and do not get converted into special characters.

Let us assume that you have your data in a Microsoft Excelspreadsheet. Save the spreadsheet inthe Comma delimited CSV format, using File Save Asmenu option. Files are usually saved inANSI format. To ensure that your CSV file is saved with UTF-8 encoding, follow the stepsdescribed in the Technicalsection underBasic Checklist.

3 Support IncidentsIn case you receive an error and are unable to resolve it based on the information provided in this

document, please raise an incident in SAP Cloud for Customer, under the component LOD-CRM-INT-DWB.


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Copyrights, Trademarks, and Disclaimers

2015 SAP AG or an SAP affiliate company. All rights reserved.No part of this publication may be reproduced or transmitted in any form or for any purpose without

the express permission of SAP AG. The information contained herein may be changed withoutprior notice.

Some software products marketed by SAP AG and its distributors contain proprietary softwarecomponents of other software vendors. National product specifications may vary.

These materials are provided by SAP AG and its affiliated companies ("SAP Group") forinformational purposes only, without representation or warranty of any kind, and SAP Group shallnot be liable for errors or omissions with respect to the materials. The only warranties for SAPGroup products and services are those that are set forth in the express warranty statementsaccompanying such products and services, if any. Nothing herein should be construed asconstituting an additional warranty.

SAP and other SAP products and services mentioned herein as well as their respective logos aretrademarks or registered trademarks of SAP AG in Germany and other countries.

Please see http://www.sap.com/corporate-en/legal/copyright/index.epx for additional trademarkinformation and notices.

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C4C Data Workbench 1511