Import Jobs

This article explains how to import different types of data into Fullcast. Fullcast makes it easy to move data in and out of the system automatically. From within the Fullcast app, you can control which information to import and export, track this process, and troubleshoot data movement issues. You can find all of this in the Export/Import tab. If something goes wrong, you can look at error messages to see what happened.

Data Imported

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

• Accounts
• People
• Product
• Opportunity 
• Opportunity Line item

These entities feed into different modules of the Fullcast App. Within Plans, you can leverage data from the Account, People, and Product entities. Within Scenarios and Reports, you can leverage data from your Plans and their related entities, as well as from the Opportunity and Opportunity Line Item details. 

Types of Imports

There are two distinct types of imports: partial imports, and full imports. 

• Full Imports: Imports all records, regardless of changes. 
• Partial imports: Imports only records that have changed since the last import. 

Running the First Import

During the initial provisioning of Fullcast, you must run an import to get data from your Salesforce instance.

Before you can run the first import, you need to work with Customer Support to configure the Xplenty integration layer and authenticate the connected app (see Connect Fullcast to Salesforce). 

Once you have completed the authentication, you can perform the steps below to prepare to run the first import:

1. Click the Settings icon (gear) in the navigation bar. 
2. Click Export-Import tab and uncheck the Use Custom Import/Export Jobs option. 
3. Click Save Settings. 
4. Click the Entities & Fields tab. 
5. Click the Save button and wait for the transaction to complete. 

Performing a Standard Import

Follow the steps below to perform a standard import: 

1. Access your Fullcast instance and switch plans if applicable. 
2. Click the Settings icon (gear) on the navigation bar. 
3. Click the Jobs tab. 
4. Click the Import/Export button
5. Identify your migration options based on the information in the table below: 

6. Identify your preferred action: Import or Export. 

7. Select Standard Import from the Job Package dropdown menu. 
8. Click Confirm.

Applying Filters to Standard Import

Users can apply filters to an entity to run a standard import job for a specific entity or even a filtered set of records on an entity. To apply filters follow the steps below: 

1. Access your Fullcast instance and switch plans if applicable. 
2. Click the Settings icon (gear) in the navigation bar. 
3. Click the Entities & Fields tab. 
4. Select an entity from the dropdown menu. 

5. Click the Edit icon (pen and pad) to the right of the applicable field. 
6. Click the plus sign beneath Filter Import Records and add conditions and groups as appropriate. For example: If your GTM design designates separate Plans for Prospects and Partners, you may choose to exclude Partner accounts from the data imported into your sales plan.