There are two processes by which DataLoader batches can be created. These include creating batches from (1) tables that contain data from an external source, such as Advance Web Community (AWC) or (2) files from an external source, such as a 3rd party address verification application.
In order to integrate data from an external source (such as AWC) into a table for review via DataLoader:
Select Go To from the Main Menu or press F5.
In Go To, select 'DataLoader – Batch from Tables' (Application ID 47, CBFT) and click Go . An 'Open with ID' value is not required.
Select a Batch Type from the drop-down list. By default, a row for the AWC application will appear in this drop-down list, along with a predetermined set of tables defined for the batch type. Values in this drop-down list may be maintained via the Batch Type Maintenance window in the Configuration Utility. When you select a Batch Type, the tables that have been included as part of the batch creation process for that batch type will display in the lower portion of the form. The number of records in the batch will display in the column labeled Records. This is a required value.
Enter a Description for the batch. It is recommended that you provide a Description which easily identifies the batch. This text field can contain any combination of alphanumeric characters. This is a required value.
Specify a Source code from the source drop-down list. This field allows you to indicate the origin of the data. If you previously selected Advance Web or Advance Web Community as the Batch Type, the source code will be selected for you and you will not be able to select a different value. If you selected a Batch Type other than one of these two, this drop-down list will become enabled and you will be able to select a Source code from the tms_advloader_batch_source view. This is a required value.
Specify an Alternate ID code from the Alternate ID Type drop-down list. This field allows you to perform the cross-reference between 'original' IDs provided in a batch and the Advance entity.id_number equivalents. If you specify a value in this field, you should make sure that all of the entries in the batch are of the same Alternate ID type. This is the same as the ID type that you put in the first 3 characters of the primary key in the batch_detail row header column if you are creating an input file to load into your Advance database using Alternate IDs. That value, when it exists, is used to create a cross-reference row in the ids_base table. If you previously selected Advance Web as the Batch Type, this value will be selected for you and you will not be able to select a different value. This value is not used when Advance Web Community is selected as the Batch Type. If you select a Batch Type other than one of these two, this drop-down list will become enabled and you will be able to select an Alternate ID Type code from the tms_advloader_alt_ids_code view.
Press Generate to create the batch and the DataLoader Batch List will appear.