Add extension field to 'Import from Excel' in Lead Creation

[Former Member]

Hi All

We have extended our Account screen with a mandatory 'account type' field using the KUT.

We have used the extension scenario to make sure this flows through to leads as you can see below.

If you click on the cog button in the leads OWL screen you have the option to 'Import from Excel'. This downloads an excel sheet which you can then upload back into SAP cloud for customer.

We have a problem in that we can't see the mandatory account type field in the spreadsheet that we download.

This is a real problem as we could have a large amount of leads to be uploaded and it would be a very long process to upload the leads and then go into each lead individually to add the account type.

We raised an incident but SAP have informed us that we need to use the partner tool to get the technical information of the desired fields and add it into the template XML, then map it in excel.

Can anyone explain to me what they mean by this?

I'm not entirely sure about the partner tool and how to get access? Is there any way I can achieve a solution without the partner tool?

Cheers

Brad

[Former Member · Accepted solution]

Hi Brad,

Please follow the post below to help give you some direction. Even though we have not gotten to the point of implementing, it should be able to give you what you need.

Hopefully in 1511 we will learn more regarding the new C4C  data load workbench as well. But for now at least you have an option.

Regards,

Grayson

[Former Member · Accepted solution]

Thanks Grayson, now I just need to find out how to get it to work for a field with a code list

[Former Member · Accepted solution]

Brad,

What do you mean "work for a field with a code list"? A standard field?

Regards,

Grayson

[Former Member · Accepted solution]

Hi Grayson

The field I am trying to add has a bunch of list values. See below screenshot:

The blog post you mentioned recommends xs:string for most data types:

I defined my field as xs:string and I get no errors but the data does not upload if I manually enter the data and I get no lookup to check the list values. This is a problem as the values need to be valid.

(Here is country code for example)

If I look at the standard fields such as country code (which has a lookup) this is all I can find in the XML.

I don't know the data type name of my extended field so I'm not sure what to use... do you have any ideas?

[Former Member · Accepted solution]

Hi Brad,

Please know I'm not a developer but I will offer my advice

Did you do the second part after adding the field where it says "We have now to update a second part of the XML structure in order to make the field fully work?" There some more coding that has to be added.

Also maybe try type= "tns:List"/> instead of xs:string

Again I'm just offering what I would tell my developer.

Regards,

Grayson

[former_member183993 · Accepted solution]

hi Brad,

Did you ever accomplish this task?  I have the same requirement, an extension field was added, values added for dropdown selection and I need to make sure we can use the lookup function in the excel import template.

Please let me know if/how you resolved.

thank you kindly,

Chris

[Former Member · Accepted solution]

Hey Chris

We ended up raising an incident as SAP have to edit the template themselves if you want to add a dropdown list. Just give them all the details and which field you need and they will take care of the rest.

Cheers

Brad