Import data from a CSV file into Siebel

Import data from a CSV file into Siebel

Have you thought if we can import data from a CSV file into Siebel with Simple configuration Steps. Siebel provides a path called “Import” option, which offers a solution to import data from CSV without any scripting. I recently got an opportunity to implement this feature as a part of POC.

To Import data from CSV all user needs to do is

1)Selecting Import menu option and input the data in the form of Text, CSV

2)Prepare the text or CSV file with the column headers looking at the field captions in Siebel screen which they want to import.

So Let’s Start with the Configuration tricks to achieve this functionality

Configuration Steps-

1. Select Import Object Option in Siebel Tools
2. Crete a new record and enter the Business Component Name “AAB Import BC”
3. Enter the Import Fields which you want to Import from Excel to Siebel
4. Enter the Import Key fields same as Import Fields
5. Compile the objects 

Testing Steps-

To Test this user need to perform below steps

1. User logs in to Siebel application

2. User Navigates to Siebel screen in to which he wants import the data

3. User Note down the field names

4. User creates a text or CSV file using the field names as headers along with the data 

5. User select Import menu option

6. Browse the file name, select Auto Mapping option and click Next button

7. User would see a popup with Import Status, Number of Rows imported

9. User would be able to see the newly imported records

Solution Benefit

1. No need Scripting
2. Easy to implement and low development efforts