Import Jobs

The Standard Import Jobs brings in data for the following entities from Salesforce to Fullcast design app

  1. Accounts
  2. People
  3. Product
  4. Opportunity 
  5. Opportunity Line item

Account, People and Product details could be viewed in design app modules, whereas Opportunity and Opportunity LineItem details are used in the Charts. 


Mind-map for Standard import jobs

Adhoc Import Job

Follow below steps to perform a standard import in fullcast.io.

  1. Log in to fullcast.
  2. Select the profile and enter into the settings screen.
  3. Select Jobs.

  4. Click on the import/export tab in the jobs page. 

  5. In the Choose Job options screen that pops up, select appropriate action that needs to be performed.
    1. Migrate All - All the records will be migrated.
    2. Migrate latest - Migrates those records after the latest change that happened.
  6. Choose Standard import and confirm. 

Applying Filters to Standard import

If the user wants to run the standard import job for only particular account, then it can be done by applying appropriate filters to the entity. Follow below steps to apply filters to the entity.

  1. Select the profile icon.
  2. Select entities and fields.

  3. Select the entity from the drop-down list. 

  4. Click on the edit icon near the entity field. 

  5. In the screen that pops up, select the + icon in the tab
    1. New criteria added - Only those records which matches the criteria will get imported.

    2. Existing criteria changed - Records with previous criteria will be deleted and records which match the changed criteria will get imported.  

    3. Criteria deleted - All the GTM records will be imported if full import selected. If partial selected, then only those records and fields which got updated will get imported. 


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