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How to update Insight Objects that have fields that reference another object through import

Jeremy Steuhl_dick30

I created a object schema called "HR". With object types "Organization" and child "US Employees".

I created some metadata object types like "Country", "State", "Location" etc.

I'm trying to update existing "US Employee" objects fields through an import, that reference other objects like "State" or "Country". No matter what I do, it doesn't update the record with those referenced objects. In the mapping of the import I set "Name=${Country}" etc, and executed the import. It seems to ignore.

Is this not possible?

Accepted answers

Jeremy Steuhl_dick30

I did contact support and was able to resolve this.

In my example, the Country object doesn't have an attribute called "Name". Instead, the attribute's name is "Country Name", as you can see below:

So the IQL I was using won't work, as it is trying to match the country name with a "Name" attribute that the Country object doesn't have. I changed my IQL to:

"Country Name" = ${Country}

Reran the import and all worked.

I added this content to this post, because I thought it might be valuable for other new users in the future who might be new to Insights and renamed the "Name" object to something more appropriate.

All comments

Jeremy Steuhl_dick30

Here's my objects:

Here's my mapping:

mtalebi

Hi Jeremy,

If the referenced objects are new and are not defined in the Country object type, you need to define a mapping to add these new values as well similar to this:

Screen Shot 2022-04-05 at 12.23.41 pm.png

So I have two mappings, one for employees and one for countries as shown below:

Screen Shot 2022-04-05 at 12.22.42 pm.png

Also, beware that the mapping is case sensitive, so make sure you have the exact spelling in the mapping as is in the import file for `Country`.

Hope this helps.

Jeremy Steuhl_dick30

Hi Thanks. These are existing values in the "Country" object. The employee objects already exist, I'm just trying to UPDATE some of the additional fields on the record, like "Country" or "Department", which I created as other objects.

Here's my CSV, which seems to be fine when updating fields on the employee object, but as a test, I'm just trying to update 2 employee objects, with a country from the country objects:

Here's my mapping as you described, but I don't think it's necessary based on I'm not trying to create a new country object, just reference an existing on the employee object.

After I execute, this is the message I get:

Which is strange, because the 2 country names in my file, already exist in the country object, exactly, yet it looks like only 1 was listed as an identical object. I checked and there aren't any new records created in the country object, so maybe I don't understand the output on that.

Jeremy Steuhl_dick30

I did contact support and was able to resolve this.

In my example, the Country object doesn't have an attribute called "Name". Instead, the attribute's name is "Country Name", as you can see below:

So the IQL I was using won't work, as it is trying to match the country name with a "Name" attribute that the Country object doesn't have. I changed my IQL to:

"Country Name" = ${Country}

Reran the import and all worked.

I added this content to this post, because I thought it might be valuable for other new users in the future who might be new to Insights and renamed the "Name" object to something more appropriate.

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