Importing to ClientSpace from HCM Using Ongoing Import

The HCM Import Ongoing process evaluates HCM events (Company and Employee changes) that may affect existing ClientSpace Client and Employee data, as well as those events that create new Clients and Employees. All active ongoing import map configurations are processed each time the scheduled process executes on the same set of HCM Events. This minimizes the amount of data retrieved from HCM. Data from HCM is extracted and loaded into ClientSpace through a scheduled process.

Note:  During an Import, if an exception occurs during the dataform save, the system logs an appropriate error the import log. The system only logs the error in the exception login if a catastrophic error occurs.

Prerequisites

  • The HCM Ongoing Import map for the client record (HCMAPI_ongoing_company*.csv) must be Active. All other ongoing import records for the data you want to import (HCMAPI_ongoing _department*.csv, HCMAPI_ongoing _division*.csv, HCMAPI_ongoing _employee*.csv, HCMAPI_ongoing _employment*.csv, HCMAPI_ongoing _job*.csv and HCMAPI_ongoing _location*.csv) must also be Active.

    **These import map configurations should have been pushed to your site but may be inactive. If you find these configurations do not exist on your site, log an Extranet case to have these configurations added.

  • There must be a valid HCM user account in ClientSpace that matches an account in HCM. This is set up on the HCMUser API. The account must have permissions in HCM to create subscriptions.

  • The HCM API must be properly configured.

    If you try to configure this on your own and are not sure of your configuration or next steps, STOP, and log an Extranet case. When enabled, the API overwrites existing data values, potentially leading to data loss if not properly configured.

Running the Initial Import

To run the Initial Import:

• Run the HCM Import Initial scheduled process. (System Admin >Advanced> Scheduled Processes> Select HCM Import Initial > Run Import button.)

A list of HCM Subscriptions is retrieved from HCM. For more information about subscription processing, see HCM Import Subscription Processing .

• The HCMAPI parameter value for HRPRunImport is retrieved. If set to 0, it informs the system to generate the import queue files but not import the files. If set to 1, it informs the system to generate import queue files and import them.
• Events are evaluated and Import Queue records are generated.
• Queued events are then processed for each Active Ongoing Import Map Configuration if HRPRunImport is set to 1.
• After all Subscriptions are processed, the process logs out of the HCM web service.

Related Topics: