About the APM Family Data Loader General Loading Strategy

This section describes any prerequisites to loading the data and the order in which the data will be loaded.

General Loading Strategy Workflow

Determine if you want to load data into a single family or into two families that are related to each other.
Access a sample APM Family Data Loader source file based on the type of load determined in step 1.
Determine what families and or relationships you want to populate using the APM Family Data Loader.
Export the metadata that reflects the metadata definition for the family or families into which you want to load data.
Populate the Configuration worksheet.
Populate the column headers of the <Data> worksheet using the exported metadata.
As needed, modify the worksheets to populate unit of measure to apply the correct unit of measure to any of the numeric fields.
As needed, modify the worksheets to populate time zones to convert any date or time fields to the correct time zone.