Importing Records into Workbooks

This task will insert new and update existing records in Workbooks based on the data provided in your input file.

For detailed in information on how the logic surrounding the import data works, please review our developer documentation.

Connection

Required
The Workbooks connection to use when running this task.

File Settings

Fail File

Required
The XML file to save any data that failed to import to Workbooks.

Input File

Required
The XML file containing the data to import into Workbooks. See below for a sample input file.

Success File

Required
The XML file to save successfully imported data to.

Import Settings

Batch Settings

Enabled

Optional
Set to true in order to import your records in batches. This is recommended for large imports. Please note, if one of the records in the batch fails then the entire batch will fail.

Batch Total

Optional
The number of records to process per batch.

Example

A sample input file is shown below.

<?xml version="1.0" encoding="utf-8"?>
<Records Endpoint="crm/people" Operation="Update" Key="name" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xmlns:xsd="http://www.w3.org/2001/XMLSchema">
  <Record>
    <Fields>
      <Field Name="name" Value="Andrew Snape" />
      <Field Name="main_location[email]" Value="[email protected]" />
    </Fields>
  </Record>
  <Record Operation="Create">
    <Fields>
      <Field Name="name" Value="Billy Naisby" />
      <Field Name="main_location[email]" Value="[email protected]" />
    </Fields>
  </Record>
</Records>