JSON Import
JSON Import is a feature that allows externally provided JSON-formatted data to be imported into the organization, parsed, and applied to the system. With this functionality, users can easily load previously saved line item configurator settings or efficiently manage the configuration environment by adding and updating new settings.
🔸 Import
Clicking the Start JSON Import button will begin the process of importing line item configuration settings exported from another org.
Upload JSON File
Select and upload the JSON file that contains the line item configuration settings to be imported.
Upsert Line Item Configuratior
Depending on the presence of a Migration Key, a line item configuration is either created as new or used to update an existing one. The Migration Key corresponds to the record ID of the imported line item configuration.
If the SmallBuilder Line Items package version differs between the source org and the current org, some objects or fields in the imported line item configuration may be missing.
Previous
You can return to the JSON file upload screen. If you selected the wrong file, click this button to go back and restart the upload process.
Imported Line Item Configuration Information
Check the line item configuration information that will be created or updated in the current org.
Line Item Configuration Information in the Current Org
If a line item configuration with a connected Migration Key exists in the current org, its name will be displayed automatically. If no configuration is linked, a search box will appear.
You can use the search box to find line item configurations that do not have a Migration Key. If you select one of the results, it will be updated. If you leave it unselected, a new line item configuration will be created.
Preview Changes
If an existing line item configuration in the current org is being updated, you can review the changes that will be applied.
Create and Update Button
Starts the process of creating or updating the line item configuration based on the imported settings.
Manually Link Migration Key
For line item configurations being imported into the current org for the first time, a Migration Key is not connected. If you want to update an existing line item configuration in the current org using the imported settings, you can search for and link a Migration Key.
Preview Changes
If a line item configuration is being updated through a connected Migration Key, you can review the changes from the existing configuration on the screen.
View Results
Check the creation and update results of the imported line item configuration settings.
When Objects or Fields Are Missing
Objects and fields that were omitted are not included in successfully migrated line item builders, and such missing items are displayed separately at the bottom of the result screen. Missing objects and fields may occur due to discrepancies in the SmallBuilder Line Items package version or insufficient field-level permissions, so please check the package version and field permissions.
When Line Item Configurations Fail
List Toggle
Open or close the list of failed line item configurations.
Select Line Item Configurator
Select one or more failed line item configurations to export again as a JSON file.
Failed Line Item Configuration Information
View details of the failed line item configurator
Summary of Failure Reasons
Displays a summary of failure reasons by object within the line item configuration.
Detailed Failure Reasons
View detailed failure information for each individual line item configuration.
Export
Download the JSON file for the selected line item configurations.
🔻 Detailed Failure Reasons
You can review the detailed reasons for migration failure, and easily identify the failed objects using the Migration Key.
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