MDM Import Manager: Sales Hierarchies

MDM Import Manager: Sales Hierarchies

1. Open MDM Import Manager.


2. Information to connect to the MDM Repository:




1. Repository: WPC_071607_PRACTICE [adc-mdmet1.na.ad.whirlpool.com]


2. Language: English [US]


3. User: Admin


4. Password:


3. After clicking on “Next,” you will need to use the following:




1. Type: Excel


2. Remote system: MDM


3. File name: PartnerName_sales_hierarchy.xls


4. After clicking on “Finish,” you will be presented with a large screen of information.


5. In the upper left corner, select the source table: PartnerName_sales_hierarchy$.


6. In the drop-down menu directly to the right, select Products.


7. On the Source Hierarchy panel, expand PartnerName_sales_hierarchy$ by clicking on the small + sign.


8. Right-click on Hierarchy, then Set Split Delimiter > Split Hierarchy…


9. In this box type “@” and click “OK.”


10. Again right-click on Hierarchy, then Split into Hierarchy.


11. Directly below, click on the tab that says “Map Fields/Values.”


12. Match the Source field called Hierarchy <Split Hierarchy> to the Destination field called Hierarchy Listing <Catalog Hierarchy Listing>. Then click “Map.”


13. Below these panels, expand both the “Source values” and “Destination values.”


14. Ctrl+A to select all Source values, then deselect Hierarchy by Ctrl+clicking.


15. Under Destination values, find the corresponding partner name and click on it.


16. Between the two panels, click “Add,” then “Add Branch as Child.”


17. Return to the middle two panels to do some more field mapping. Map Model Number (source field) to Model Number [DF]. Also map Partner (source field) to Catalog Hierarchy Listing.


18. For this last pairing, return to the bottom two panels for more value-specific mapping. Map the value name Partner Name (source value) to Partner Name (destination value).


19. After all mapping is complete, click on the “Match Records” tab.


20. Double-click on Model Number [DF] under “Mapped destination fields.”


21. Move over to the right panel called “Default import actions.” On the first line, change “Skip” to “Create.” (On the first line, if it doesn’t say “0 of 0,” then our source Excel sheet may have base models, and we must acquire a new and up-to-date sheet.) On the second line, change “Skip” to “Update (All Mapped Fields).”


22. Click on the “Import Status” tab and save your map as Partner Name Map.


23. Execute your work by clicking on the exclamation point.

Breathe a sigh of relief as you close the MDM Import Manager. On to the next one