The Data Loader takes care of bulk data loading to set up current and history data for your team members. To load existing attachments to team members' employment records in bulk, you can use the Salesforce Data Loader, freely available to existing Salesforce users.
This section provides need-to-know information to install and use the Salesforce Data Loader for bulk loading attachments to Sage People employment records.
Attachments are added to the Notes & Attachments related list on the team member's employment record.
There are 3 steps:
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Generate a list of attachments as a CSV file. Each record in the list must contain:
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An identifier for the team member's employment record. This is where each attachment is to be held. Use the unique Employment Record Id.
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The name of the file to be attached.
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The path to the attachment to tell the Apex Data Loader where each file can be found.
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Run the Salesforce Apex Data Loader to insert the attachments in your Sage People system.
Salesforce help content provides more information about the Salesforce Data Loader.