Data types and ID considerations

1. Boolean
-True values (case insensitive) = 1
- False values (case insensitive) = 0
7. Currency
2. Date Formats
- The format of Date is: YYYY-MM-DD
- The format of Date/Time: YYYY-MM-DD HH:MM:SS+TZ
- Where TZ is the timezone. Example: 2017-01-15 10:00:00+01
8. Text
3. Email 9. Text Area
4. Lookup Relationship 10. Text Area (Rich): Html
5. Number :
- Format: nnnnnnnnnnnnnnnn.nn
11. URL
6. Percent :
- Format: nnn.nn

Lookup Relationship


When importing data using the Data Manager, you can fill the “Lookup Relationship” field values, in the csv file that you want to upload into the Cirrus Shield instance, with the values of the “External Id” field of the parent object, instead of filling them with the “Cirrus Shield Id” values.

The “External Id” field is a field that is used as the unique record identifier from an external system when importing data into the Cirrus Shield instance.

To define a field as an “External Id” field, you will need to check the “External Id” property found when creating/updating a field in the Cirrus Shield platform.

https://i0.wp.com/help.cirrus-shield.com/wp-content/uploads/2017/05/Datamanager.png?resize=790%2C266&ssl=1

In the current version of Cirrus Shield, only one “External Id” field can be defined by object.

If an “External Id” field was defined on an object, the “Lookup Relationship” fields to that object must be filled with the object “External Id” field values and not the “Cirrus Shield Id” values.

Example:

Let’s define on the “User” Cirrus Shield standard object a custom field “User External Id” of datatype “Text”, and check the “External Id” property. Let’s also create a custom object “Account”.
Then we will add 2 Cirrus Shield users having the following “Id” (Cirrus Shield Id) and “User External Id” fields values:

https://i0.wp.com/help.cirrus-shield.com/wp-content/uploads/2017/05/DataManager2.png?resize=754%2C101&ssl=1

If we want to upload “Account” records into the Cirrus Shield instance, we will need to fill the “Account” “Lookup Relationship” fields (to the “User” object) by the “User External Id” field values and not the “Id” (Cirrus Shield Id) field values.

The csv file containing the “Account” records to upload will be as follows:

https://i2.wp.com/help.cirrus-shield.com/wp-content/uploads/2017/05/DataManager3.png?resize=734%2C103&ssl=1

The “Account 1” record will have as owner the user: “Noemi Leroy” and the “Account 2” will have as owner the user: “Alice Robert”.

Note that if we have typed for example “123457” instead of “123456” in the “Owner Id” column of the csv file, the record will not be inserted if no user has the “User External Id” value “123457”.

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