Name: Introducing Data Import Formats in SAP SuccessFactors Agent Performance Management
Uploaded: 2020-6-22
Duration: 397 s
Description: This video introduces a demonstration in using Data Import Formats to import data into SAP SuccessFactors Agent Performance Management.

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<div><div><div><div><div><div><div>This video introduces a demonstration in using Data Import Formats to import data into SAP SuccessFactors Agent Performance Management. </div></div></div></div></div></div></div>

Introducing Data Import Formats in SAP SuccessFactors Agent Performance Management

Hello. My name is Minnie.  In this video, I’ll introduce Data Import Formats in SAP Agent Performance Management.  It’s a challenge to import raw data into any application.  For data to be successfully transferred, both systems need to use the same Data Formats.  In other words, both systems need to speak the same language to effectively share information. SAP Agent Performance Management, or APM for short, offers a feature to successfully import data into a format that is easy to use.  To alleviate multiple errors in the translation of data,  APM allows the use of various User-Defined Data Formats to transfer client data into the application.   Import Formats, which are Data Templates, are created and used for Automated and Manually Scheduled Data Import Requests. APM supports User-Defined Formats and Standard Formats.  User-Defined Formats are Delimited and Nondelimited, Fixed Length, Excel, and QBQuery (Query-Based) file formats.  A Standard Format is a preconfigured format in APM.  After my successful login as an Administrator, I’m on the Home page in APM.  I’ll navigate to the Integration Portal, Configuration Tab and select Import Format Search.  I’ll create a New Import Format by clicking the plus icon.  For my new Import Format, I’ll choose between User-Defined Format or a Standard Format.  For my example, I’m importing data from Excel into APM.  I’ll choose User-Defined Format and click Next.  I’ll create an Import Format ID.  I'll name the Import Format InData 1.  The Name Field can be the same as the Import Format ID or something different.  I’ll enter MData.  Next, I’ll click on the dropdown in Target Entity.  I N indicates data transfers into a Staging Table for testing.  I’ll choose a Staging Table to test, edit, or remove the imported data, before I Post in APM.   Based on the data in my Excel file, I’ll choose InProducerHeaderVer Table from the dropdown.  Next, I’ll select the File Type.  Since I’m choosing Excel as a User-Defined Format, I’ll enter the number of Header Rows that are present in my spreadsheet.  A Header Row is located at the top of a spreadsheet.  I’ll enter the number one.  Now, I’ll locate and select my Excel file to import into APM.  I’ll click Choose File and select my file to upload.  I’ll click the Next button to import the data.  The Header Rows from my spreadsheet transferred successfully into the Import Format Fields Table.  I can choose to Add or Delete Fields, Ignore Fields, or enter Comments. I’ll select Next to continue.  This brings me to the Data Field Mapping Form.  Here, I’ll map the Import Format Fields into the InProducerHeaderVer Staging Table that I selected earlier. I can choose to automatically map the fields into the Staging Table by clicking the Auto Field Map icon.  APM also offers a Click and Drag feature to manually map fields into the Staging Table. I’ll click First Name and Click and Drag into the Staging Table.  All mapped fields display green in color when I’ve mapped correctly. APM offers the ability to edit from the Staging Table.  I’ll click Remove From Mapping icon.  I can also choose the File Folder icon to see the Sample Data imported.  When I’ve mapped all the fields, I’ll click Complete.  This returns me to the Import Format Details workspace.  To view my imported data source, I can click the View Sample File link. I can also upload a different file by clicking Set Content.  Here, in the Import Format details, I can Add or Edit Fields, apply Comments, or sequence the order by clicking on the various icons.  Next, I’ll scroll to the bottom of the workspace.  Target Entities shows the name of the Staging Table I selected. To change to a different Staging Table, I can click the Edit icon.  I can click Manage icon to return to the Data Field Mapping Form to make edits.  After the data is mapped and tested in the Staging Table, I’ll activate the Import Format.  I am ready to Post the data to Schedule Automatic or Manual Data Imports into APM.  Thanks for watching.