To Import Data from XML

You can import data from an XML file by using a form that supports this functionality, as described in this topic. A form has this functionality when the Import from XML menu command is available if you click Clipboard on the form toolbar after you select an entity. For example, navigate to the Generic Inquiry (SM208000) form, select an inquiry, and notice that this menu command is available. For more information about import, see Importing and Exporting Data to Excel and XML.

The structure of the XML file that you import is specific for each form. You can obtain the XML file of the needed structure for a form by exporting data to XML on this form as described in To Export Data to XML.

To Import Data from XML

  1. Open the form to which you want to import data.
  2. On the form toolbar, click Clipboard > Import from XML.
  3. In the Upload XML File dialog box, click Choose File, and select the file you want to import.
  4. Click Upload to upload the file to the system.
  5. After the data is successfully imported, click Save on the form toolbar.
Attention: If a file was attached to the form whose data you exported, there is no information about this file in the exported XML file. When you import data to the form, you need to attach the file manually. For example, if you have exported to XML a file data provider that has a file attached to the Data Providers (SM206015) form, you need to attach the file to the data provider manually when you import the data of the provider.