- Allows each user to select where PeopleImport Files are saved
- By default, files are saved either in the users "MyDocuments" folder if running Windows XP or "Owner\Documents" folders if running Windows Vista
- A "PeopleImportData" folder is created when the application is installed. For users upgrading from an earlier version of PeopleImport, where these files were previously saved in C:\Program Files\PeopleImport, any new log and restore files will now be created and saved in the new directories
- Replace lists are MOVED to the new location
- To change a file location, either type in the new file path or click
on the right and browse for the new location
- If changing a file location be sure to create the folder for the data and include the \ at the end of the folder name
- This feature is helpful for allowing multiple PeopleImport users to have access to Log Files, Restore Files and ReplaceLists (just change the path to a central network drive)
1. Restore File Directory
- Restore files containing a before image of the records prior to any changes are generated for any records that were updated
- Restore files an be used to "undo" the import
- A Final Results file is also created which contains a copy of the grid AFTER the import completes
- The Final Results file will now be populated with any new ID's created for inserted records and the Status field will indicate if the update/insert was successful
- If the word "Error" appears in an ID field this indicates that that particular record was not inserted, refer to the log file for details as to why the insert failed
- If Status indicates that an update was unsuccessful, refer to the logfile for details as to why the update failed
2. Log File Directory
- When the import completes a results screen will be displayed with a count of any errors encountered during the import along with a link to the log file
- If the import completes with errors, refer to the log file as to the source of the errors
- One log file is created per day
- The most recent information is at the bottom of the log file, so if the import was attempted multiple times during the same day, scroll to the bottom of the log file for the most recent information
3. Organize Log Files and Restore Files by Salesforce Organization ID
- Unchecked by default
- Will organize files by the Salesforce Organization ID
- Will separate Production and Sandbox files, as these have different organization ID's
- Helpful for consultants who may be working on multiple organizations at one time
4. Replace List Directory
- Specifies the location of the "replacelist.xml" (for use with Cleaned Account Name mapping type) and NameReplaceList.xml (for use with FirstName mapping type)
- If also using DemandTools, the directory can be pointed to the DemandToolsData\ReplaceList directory such that both applications are utilizing the same replace lists (avoids having to make updates to both places)