Dear Lisa,

Unfortunately, there is no option import images since they are stored in different table, not in Contact 

Theoretically, you can upload the images encoded to base64 format into the SysImage table and then populate the pictureid column of the product with the id of the corresponding image. This process might be time consuming and not convenient, since it should be done on the database level.

We will register the idea for our R&D team to develop such a functionality that would allow to upload images in more convenient and faster way.

Best regards,

Dean

Dean Parrett,

Any news about this feature?

Dear Daniel,



The mentioned development request was considered by the responsible R&D team but it's implementation was postponed due to the fact there are requests and plans with higher priority. 

I will add your comment to the created request so they could take a look on it again and consider the possibility of implementing it in the next upcoming releases. 



Kind regards,

Roman

Roman Brown,

Hi Roman. We have a similar use case where we need to migrate photos and going via the Database is not an option for us.



I was looking into the 0/ImageAPIService/upload which is used by the platform internally when a Contact photo is uploaded. Can we use this API to upload an image into the SysImage table?? Few related questions below - 



1. I notice a few query parameters - fileapi, totalFileLength, fileId and mimeType. If we were to replicate this request via code, Which of these are mandatory and which are optional? 

2. What does the query parameter "fileapi16123676529964" refer to? And what is that number??

3. Believe the unique Guid() for the SysImage record is generated on the client side and gets stored in the Id column in the SysImage table. Is this right?

M Shrikanth,

Hello,

Let's discuss this question in a separate community thread you've created here https://community.creatio.com/questions/import-photo-image-imageapiserv…

Best regards,

Oscar 

Dear Fulgen,

Unfortunately, there is no functionality for data import of export in the forecasts section since it is based on multiple tables. Theoretically it might be possible to import the data into ForecastItemValue and ContactForecast however it is quite complicated to match all the data and map the columns correctly and we do not recommend doing that. We already had similar requests from different customers, therefore most likely this option will be available in the future application releases.

Best regards,

Dean

Thanks Dean,

What are the tables involved on this module? I am trying to insert data directly on the database.

Fulgen,

The tables that are used in Forecast module are: Forecast, ForecastColumn, ForecastCoulmnType, ForecastDimension, ForecastIndicator, ForecastItem, ForecastitemValue, ForecastRow and ForecastSheet. And as Dean mentioned - it will be very difficult to map all data between these tables and unfortunately there is no documentation on this topic. If you need to do that - you need to explore all connections between those tables and only after that you can start data import.

Best regards,

Oscar

Dear Bernhard,

Current functionality of BPM'online process designer allows to create diagrams based on this notation but it does not support export/import in BPMN format. We recommend using Studio Free for such purpose. 

Best regards,

Angela

Any update on this? Is there already the opportunity to export into bpmn in latest Creatio versions?

bpmonline sales enterprise & marketing & service enterprise

Yuriy Konstantinov,

Please, create a new process, click on Actions and "Select Import *.BPMN", see it on 

https://prnt.sc/XlgpOX3RU_Cp

Regards

Dear Mark,

All imported records are marked with the import tag, thus you may create a process which will find all imported records and delete them with Delete element. 

Best regards,

Angela

Hi Angela

Thanks for your reply. I have been working through the various sections; Accounts, Opps, Contacts etc. performing data import testing, before we do our full CRM migration. As part of this process, sometimes I find issues with the import and will use the import tag to select the imported records, delete them and re-import once resolved data issue.

However, with Project Tasks I cannot find a clean listing display. It is OK if a project task is not associated with a Project, as that will be listed in the default Project list. Where a project task is associated with a project, it is therefore displayed within a Project in the Task detail tab.

I cannot find anywhere to list all project tasks by import tag to allow such a deletion. Does such a place exist?

thanks

Mark

Mark Roberts,

Project task is a record that can be found in project section. Basically, project ask is an entity of project. 

Best regards,

Angela

Hi

Thanks for your reply Angela. However, I still cannot see a way to list JUST the project tasks.

When I go to Projects, it is just projects displayed and not a list of project tasks. My issue is that when importing complex data, I need a way to undo that import if I find an issue with it and for all other areas I can simply use the tag to select the import data and delete all the records.

If you are able to provide a step by step way to list all project tasks, that would be great!

thanks

Mark Roberts,

You may create lookup based on object "Item of project task resources" to see them separately. 

Best regards,

Angela

Hello,

if we take a look at the table in DB where information on products is stored, you can see that the column which stores information on images is called "PictureId". This column takes information directly from "SysImage" table where all images are stored. The image itself is stored in "Data" column and it is stored as binary code there. Unfortunately there is no way to import data to SysImage table directly using data import tool. I will create a problem to our R&D team so to develop this functionality in future and I hope it will be implemented soon enough. As for now you need to update images manually via product page. Thank you for helping us to make our application better.

Best regards,

Oscar

thank you Oscar

Do you know how to encode Line feed in the excel import file for BPM multi-line fields ?

LÉZORAY Nicolas,

 I ve got it, i replace line feed by <br/> in my SQL results, next in the xlsx file, i replace <br/> with ALT+010

LÉZORAY Nicolas,

Are you saving this into a standard field or the Notes field? When I did importing of data into the Notes field, it has never worked.

Mark Roberts, into the Notes Field it works

Dear Bill,

You can create a webservice which will transfer data from your system to BPM'online. It will still impact performance of your system but it will be more flexible for your business task. I have picked a couple of articles from our academy that should help you to implement this functionality:

https://academy.bpmonline.com/documents/technic-sdk/7-13/integration-bp…

https://academy.bpmonline.com/documents/technic-sdk/7-12/web-services-c…

https://academy.bpmonline.com/documents/technic-sdk/7-13/odata

https://academy.bpmonline.com/documents/technic-bpms/7-13/studying-web-…

You may also refer to sub articles in the "See also" section below the main article.

Best regards,

Angela

Dear Stephen,

File import can be used to create the system users indeed. Make sure you import the file into System Administration Object:

In case the issue persists, please provide the example of the record you are trying to import and we'll check what could be the reason for the issue.

Lisa

I was able to successfully import both organization roles (and divisions and users) using this object target.  Just a note to the community, besides Name and Culture, there are other required/needed/suggested fields:  Inherited from, Type, Contact, Password, and Active.  Inherited From is required else it will error out as a parent association is needed.  The Type field is important as it drives the logic of say an organization vs user etc...These Type values are found in the table dbo.SysAdminUnitType (see below). You cannot use the description of the Type, just the value otherwise the Type will default to 0 or Organization on record creation.  When importing a User, setting the Contact values is required* and will either match to an existing contact or create a new contact record.  Also, Password is required* and the import process will encrypt the value for you.  Setting Active to True is recommended all records.

*Note:  Omitting these values will not break the import but will create a poor data state for the record.

Questions

1. I have not been able to load hierarchical data from a data file at one time, even when sequencing the data in the file.  It appears process is not able to create parent child relationships unless the parent already exist in the system before the import.  Is this correct?  If so, then the scope of the import is limited to one hierarchical level at a time.  For example, importing four levels of an organizational chart will require four separate imports.
2. Are there any realistic limits to importing data into this table?  e.g. things that only the UI can do and not via this data load.

SysAdminUnitTypes (aka Type)

0    Organization

1    Division

2    Manager

3    Team

4    User

5    Self-service portal user

6    Functional role

Dear Stephen,

1. Yes,the import process is not able to create parent child relationships unless the parent already exist in the system before the import. You have to perform import in 2 steps: 

a) Import all roles without parent roles.

b) Import them again specifyng parent roles which already exist in the database (records will be updated).

2. You will also have to perform import  in ‘User in role’ object.

Please map ‘User Name’ as ‘User’ and ‘Role’ as ‘Role’.

After that, you will have to either 'Update roles' in the UI or run [tsp_ActualizeAdminUnitInRole] stored procedure in the database. 

 

Please also note that unfortunately, there is no possibility to grant licenses within import for now.

We have already this problem registered for our R&D team to consider simplifying this process in the further releases.

Best regards,

Diana

Diana,

Good info and nice reminder about the liscenses.  Too bad the User Roles are not populated automatically when the import occurs.  Kind of tough without some default role preset, though "All Employees" would be good target.  I am playing with this mainly to handle large setups e.g. 100 to 200 users.

Is there any documentation on what triggers automatically and not for certain imports like Account, Contacts and Leads, and more on System Administratino Object?  Your example of no User Roles is good information, which is helpful to setup an import strategy for large data sets.

Follow-up on the license issue to confirm the issue.  So if need to setup 100 users, I will have to manually grant them each a license via the UI?  There is no other method to do this for batch setups?

Dear Stephen,

You can use the SQL script to grant the licenses:

insert into 
SysLicUser (SysUserId, SysLicPackageId, Active)
       select Id,  
          (select Id from SysLicPackage
       where Name = 'Name of the license’) PackageId,
          1
          from SysAdminUnit
       where SysAdminUnit.Active = 1
  and SysAdminUnit.SysAdminUnitTypeValue = 4
       and not exists (
       select * from SysLicUser slu  
       where slu.SysLicPackageId = (select Id from SysLicPackage  where Name = 'Name of the license’) 
       and  slu.SysUserId = SysAdminUnit.Id)

Lisa

Thanks Lisa for the License script.  Very useful.

Anyone have information regarding my other post about documentation:  "Is there any documentation on what triggers automatically and not for certain imports...."?

Dear Stephen,

Unfortunately, there is no documentation like that in our Academy but I have passed the suggestion to add one to our Academy team. 

Lisa