Other Options for Importing Data

SBM offers several options for importing data into the system. The option you choose to use depends on:

Data import options are:

Data Type Source SBM Feature Use When...
Primary and auxiliary items Spreadsheet Import Data feature in Application Administrator
  • You are able to export data from another tool into a spreadsheet or you are able to easily create a spreadsheet for adding or updating items.
  • You do not need to import values for selection-type fields.
  • You do not have ODBC access to the SBM database or SBM System Administrator.
Values for Single Selection and Multi-Selection fields Comma-separated values, spreadsheet Selection import/export feature in SBM Composer
  • You need to quickly add or modify values for these field types.
  • You only want to import selections, and not primary and auxiliary items.
Primary and auxiliary items; values for selection fields, such as Single Selection and User fields ODBC Data Source Import Data feature in SBM System Administrator (on-premise customers only)
  • You have ODBC access to the source database and to SBM System Administrator.
  • You have a good understanding of the data in both the source and destination databases.
  • You have a large amount of data to import.
  • You are importing from another SBM database and want to import change history records and attachments.
  • You want to import mapped selection values along with imported primary and auxiliary items. You will "get" the associated process app in Application Repository after importing data that adds values to Single Selection and Multi-Selection fields. You must then open the process app from the repository in SBM Composer before you deploy the process app again. If you do not perform these steps, the imported selections are deleted the next time you deploy the process app.