Introduction and Overview

The Solution Import enhancement enables users to import solution records in bulk into Solution Manager, reducing manual data entry and simplifying solution management. The import process supports automatic field mapping, validation, duplicate detection, and detailed import status tracking.

This functionality is available when the Marketplace feature is enabled for the company.

 

Accessing the Solution Import Page

To access the import functionality:

1. Navigate to Setup.

2. Open Solution Manager.

3. Access the Solution Import page (setup/solution/import).

The import page contains the following status tabs to help monitor the progress and outcome of solution imports:

• All – Displays every import record regardless of status.

• Processing – Imports currently being processed.

• Queued—Imports waiting to be processed.

• Completed – Successfully finished imports.

• Failed – Imports that encountered errors.

 

Importing Solution Records

Step 1: Start the Import Process

1.     Click Import.

2.     Select the target Solution Type (for example, Antivirus).

3.     Click Go.

The selected solution type determines where the imported records will be created.

Step 2: Upload the Import File

1.     Select the solution import file.

2.     Upload the file.

3.     Confirm that the upload is successful.

After upload, the system proceeds to field mapping.

Step 3: Map Fields

The system automatically maps fields whenever matching column names are detected.

Field Mapping Indicators:

•        Green Fields – Automatically mapped fields.

•        Unmapped Fields – Require manual mapping before proceeding.

Review all mappings carefully to ensure data is imported correctly. Once mapping is complete:

1.     Click Finish.

2.     The import process begins.

Import Processing Results

After processing, imported records are categorized into different statuses based on validation outcomes.

Created

Records that pass validation and do not conflict with existing data are successfully created.

These records become available immediately within the selected solution type.

Duplicate

Records identified as duplicates are not imported. Common duplicate scenarios include:

•        Existing External IDs

•        Existing solution records that match unique validation rules

Duplicate records are displayed separately for review.

Failed (Bad Status)

Records that fail validation are placed in the Failed category. Common reasons include:

•        Missing required fields

•        Invalid data

•        Duplicate External IDs

•        Solution Name not provided

Reviewing Import Errors

Users can review failed records by selecting the View option. The system provides detailed information about validation failures, allowing corrections to be made before re-importing the records.

Typical error messages include:

•        Duplicate External ID

•        Solution Name is Required

•        Invalid field values

•        Missing mandatory information

A downloadable error file is also available for analysis and correction.

Verifying Imported Solutions

After successful processing, verify the imported records:

1. Navigate to the Solution Records page (setup/solution/records).

2. Open the selected Solution Type.

3. Verify that newly imported records are present.

Successfully imported solutions can immediately be used within platform workflows.

Use Cases for Imported Solutions

Imported solution records can be utilized across multiple platform processes, including:

•        Marketplace purchasing workflows

•        Marketing campaigns

•        Product and solution management

•        Sales and opportunity processes

•        Solution catalog management

Conclusion

The Solution Import enhancement streamlines the process of adding large volumes of solution records into Solution Manager. With automatic field mapping, validation controls, duplicate detection, and comprehensive error reporting, administrators can efficiently manage solution data while maintaining accuracy and consistency across the platform.