K2 BLACKPEARL PRODUCT DOCUMENTATION: USER GUIDE
Import CRM SmartObject
Management and Administration > Environment Setup > Interacting with SharePoint > SmartObjects > CRM SmartObjects > Export and Import CRM SmartObject > Import CRM SmartObject Send feedback

Import SmartObject Definition


The Import SmartObjects option enables the user to select a SmartObject definition and import the definition to create a CRM SmartObject  To start the Import Process, click Import SmartObjects.

The Import SmartObjects contains Testing functionality that will enable the user to verify that the import process will function as expected before they proceed with the process.


 

From Central Administration > Manage CRM SmartObjects, select Import SmartObjects.

Click browse to locate the XML file. The import processes outcome can be first tested by clicking the Test Import button. This feature generates a report to describe the potential outcome.


 

  Export SQL SmartObject

To proceed, click Ok. A report is generated by the system once the process is complete.

 

 

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