Data entities - Global address book

This article provides a list of the data entities that are available for Global address book.

Available data entities

02.1.001 GAB - Teams

For Teams: If user names are associated with Administrator, clear the selection of those user names during import. Then reimport the Teams data entity after employees and users have been imported into the system.

Suggested sequence Entity name Area Entity type Dependency Comments
1 Team types Organization administration Setup None Categorize teams, and restrict membership to specific groups of people, such as contractors. This entity is part of Organization administration.
2 Teams Organization administration Setup Team types

02.1.002 GAB - Post address setup

If you're using demo data, some Party relationships and Party postal addresses records will fail during import because of known issues that involve those data entities. The specific error will be related to a value for Expiration that isn't valid. You might see the same error on your own data set. The People data entity can be used to relate people and parties. This step is optional if your purpose is just to export people from the legal entity and import people into it. However, the Global address book data entity will bring in relationships for vendors, customers, employees, leads, opportunities, contact person, and others.

Suggested sequence Entity name Area Entity type Dependency Comments
3 Global address book Organization administration Setup Team types Stores party record information for each organization or person that your organization has contact with, such as customers, vendors, competitors, and workers. A party is a person or organization that is either internal or external to your organization. Each party has its own record. Note: Before import, delete the OperatingUnitTypestr column.
4 Party relationships Organization administration Setup Global address book Define relationships between parties.
5 Party postal address Organization administration Setup Global address book Postal address information that is related to a party.
6 Party contacts Organization administration Setup Global address book Define electronic contacts for parties.
7 People Organization administration Setup Global address book Define relationships between parties and people.

See also

Data entities and packages framework

Data entities