ManagedImport: Admin Setup Guide

This article will cover:

• Introduction to ManagedImport.
• Creating a saved mapping in SimpleImport.
• Adding the ManagedImport Lightning Component to a Lightning App Page.

Introduction

SimpleImport comes packaged with the ManagedImport lightning component and is also available as a separate extension package via the Salesforce AppExchange. This component allows you to drag and drop an importing widget into any Salesforce Lightning App Page, including Digital Experiences. This provides your internal and community users the ability to insert and update records into Salesforce only by uploading a file… The tool then does the rest!

Creating a saved mapping

We’ll need to begin the configuration by creating a new spreadsheet template. This template must contain:

• Column headings in row 1 for mapping to Salesforce.
• A row of sample data in row 2.

Note: If you’re working with a multi-sheet workbook, the sheet name can be stored for use with ManagedImport. If this is the case for your scenario, make sure you correctly name the sheet. If you are using a .CSV or a single sheet workbook, naming the sheet is not required.

To get started:

• Create a new template file using the requirements notes above.
• Save the file to your computer.
• Refer to the SimpleImport User Guide to upload the file to SimpleImport.
• Follow the same user guide to begin an import and save the mapping.
• Once a mapping has been created you can cancel the import in SimpleImport.

We now have a Saved Mapping and we need to fetch its unique ID for use with the ManagedImport Lightning Component.

• In SimpleImport, select Preferences.
• Scroll to Mapping List.
• Locate the mapping for use.
• In the ID column, copy its contents and make a note of it for later.

Adding the ManagedImport Lightning Component to your page

The Lightning Component can be added to any Lightning App Page or Digital Experience in your Salesforce org. The following steps will show configuration of the component on a home app page, but similar steps can be replicated across any location where Lightning Components can be used.

• Navigate to Setup.
• Select Lightning App Builder from the setup menu.

If you already have a custom Lightning Page where you want the component to sit on, select Edit next to it, alternatively, select New and follow the steps through to creating a new page.

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Starting from the component menu on the left of the screen:

• Select and drag the Managed Import custom component into your layout.
• In the design parameters menu on the right of the screen, type your mapping ID into the Mapping ID field.

Five additional design parameters are available, edit them to meet your desired requirement:

• Button Text – for renaming the button’s text, leaving it blank will populate the button with “Import Records”
• Component Title – Give the component a title so your users can spot it, leaving it blank will hide the title and import icon.
• Component Message – A text area provided allowing you to write a message for your users to read, leaving it blank will hide the text area.
• Pass custom record ID into this import - Refer to How to use the Record ID tag with ManagedImport. If not using Record ID tags this field can be left blank.
• Pass current record ID into this import – Refer to How to use the Record ID tag with ManagedImport. If not using Record ID tags this box can be left unchecked.

When the component has been set up as required, Save and Active the page.

The component should now be usable when viewing the page and read to start importing!

Contact us

If you are experiencing any issues with the setup of your ManagedImport component in your Org, please reach out to support@provenworks.com where a member of our team will be happy to assist.