Hi All , I have been working with ELM since past few days. and I would like to share some knowledge about ELM , Configuration for ELM , Enhancing ELM , Troubleshooting ELM and someother things or tips as well.
ELM :
What is ELM : ELM , External List Management is used to pull data from external sources such as your Flat files ( text , csv) and upload the same in System for Creation of Business Partnes , Activities , Lead or Prospect and Target Groups.
So the ELM : 1st gets data from External Source, 2nd it Maps that data as per your requirment and 3rd it creates Business Partner or Business Transactions ( Activity , Lead ).
You can use this for High Volume data as well.
So before you start using ELM you need to do some configuration.
Goto SPRO->Customer Relationship Management->Marketing->External List Management.
* Define List Type :
In this activity you define types for your lists. The values that you define here will then be available in the input help for the field Type. It consists of a technical key and a short description. In our Case we have used standard but you can create your own List type. Just create New List type and select while creating ELM. You can also check Rented indicator ( If the data in an address list is rented, a category must be assigned to this list in which in Customizing the indicator is set to Rented.)
For Rented : :
Business partner master records where the indicator Rented is set, are not distributed to CRM Mobile and not distributed to the connected OLTP Systems. Only when the indicator Rented is removed from the business partner, can the master record distribution take place.
* Define List Origin :
In this activity you define the possible origins of your lists.
The values that you define here are available in the input help for the field Origin.
For each origin defined you can set the Consumer indicator to determine whether general business partners or consumers are created when you generate business partners.
You Can assign the the origin of an identification type for the business partner. For detailed information, see the definition of Origin.
Identification numbers must be mapped to the fields ORG_ID_NUMBER or PERS_ID_NUMBER in ELM's mapping tool.
in our case we needed to create customer for particular Identification type so above two statement is very important if you need to create your business partner
if you want them to create with Identification number.
* Implement Workflow Customizing :
Before you do this step you need to go to SWU3(tcode) for automatic Workflow customizing and make proper settings.
You need to goto PFTC and open WS14000029 then goto Workflow builder then goto its Basic Data and in Agent assignment Task you need to check Genral Task.
Above is the Basic Configuration for ELM and is ready to use.
Creation :
1) For using ELM we need to create Mapping Formats.
2) Give Mapping format , List type , List origin and your file path while executing ELM.
3) check for errors ( if any ) or see the data.
in Detail : Step 1 : Creating Mapping Formats:
Go To Marketingprofessional Business Role and Create Mapping.( One Time Activity ).
1) you need to Feel ID for Maping Format and Categoty : you can select the Categories of Data which has to be uploaded.
(In my scenario I am creating Business Partner and Activity Transaction , So i Have Selected Addresses and Activities)
2) Now You need to MAP
