Workflow

The APM Connect Data Loaders provide users with the ability to import data from external sources into the various APM modules. All data loaders share common capabilities and architecture. Each one uses an Excel worksheet as the source of data to be loaded into APM, and each contains the intelligence to load the specific data model for which it was intended.

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Identify the type of data to load, navigate to Tools > Data Loader, download the spreadsheet template, and make it available for editing. There are several standard data loads that can be processed to load data to APM. Options include loaders from Foundation, MI, Strategy, Rounds, and FE.

Use the correct template and mapping document to layout the data import, and then populate the spreadsheet with records that you want to load based on the rules detailed in the mapping document .

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After populating the spreadsheet, use Excel tools to detect and correct (or remove) incomplete, corrupt, or inaccurate records from the worksheet.

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Using the Data Import feature, accessed via the Tools menu in APM, import the data into APM.

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Review the log file that is available through the record explorer, or, if the user has access, in the APM Connect Administration Center.

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By searching record manager or creating a query of families loaded, validate that data is loaded successfully. Ideally, run the test validation query as indicated in the mapping document.

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After running the data load, if the status shows errors, review the error log to identify the root cause, and then make any needed changes to the spreadsheet and retry.