![]() ![]() ![]() This file will be very import for the next steps, you can open it using Notepad++ for instance or your favorite XML/Text Editor. Once it is unzipped, check the folder “xl” for the file “xmlMaps.xml”. Once you have downloaded your file, just right click on it and try unzipping it with your favorite tool: It is quite straightforward, just make sure that in your Scoping you have activated the feature, and then head to the Work Center for which you want to retrieve the import template and check the cogwheel menu for “Import from Microsoft Excel”. (Optional) Update the import template in C4C (Application and User Management > Business Flexibility > Microsoft Office Template Maintenance) – This is not covered in this blog as there already is a good guide in the Help Center.Edit your import template using the new fields available in the XML structure.Repack the XLSX and open the file in Excel.Edit the /xl/xmlMaps.xml file to add the fields in the XML structure.Retrieve the Technical Field Name and the Namespace for these fields (you can get these in the A2X WSDL file).Add the required extension fields in the A2X Web Service.Find out which A2X Web Service is the Import Template using.Download the Import Template from the relevant Work Center directly and unzip it.Edit the Excel template with your new fields.I personally am using Notepad++, but any editor will do of course even the classic Notepad. It works exactly like a ZIP file, no surprises.įinally, you will need to be able to edit an XML file. We will “unpack” the XLSX file retrieved from C4C and then we will need to repack it. You will also need to have a Zip Tool like 7-zip, WinRar, WinZip… your preferred one. Since the Excel file is using an XML structure for the import templates generated by C4C, you will need to add the “Developer” tab in your ribbon. You can get it by heading to the Download section of your solution. There are some steps detailed to replace the Templates themselves but not to adapt them with your own fields.īefore we start, you will need to have the C4C add-in installed and enabled of course as import templates need it. It was slightly different as it was meant for ByDesign but still relevant.Īlso I did not see anything in the Help Guide. The goal of this blog post is to detail how you can customize a standard Import Excel file from Cloud for Customer using the example of Marketing Leads.Ī lot of the explanations are inspired from an old document Support referred to when I asked for some information. ![]()
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