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.
The Workbooks connection to use when running this task.
The XML file to save any data that failed to import to Workbooks.
The XML file containing the data to import into Workbooks. See below for a sample input file.
The XML file to save successfully imported data to.
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.
The number of records to process per batch.
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>