This is on CRM 5.2 You can only use web IC to create the Mapping formation. Dont use win clinet for this. SAP’s intention is to move every one to the Web Client(WEB-IC).
ELM (External list management) is used to load the external data from outside system in to the CRM system.
ELM is used to load the new customer information (create new BP) or update the existing customer information (update the BP).
When we load the data from the excel or text (.CSV file or .txt file) the customer data will be created as a prospect(or any other role that you want).
For loading the data using ELM we need to do the following steps.
- Create mapping
- Use the created mapping in the external list
Create mapping format
Marketing-> Mapping Format(Under Create).
The screen looks as follows.
General Data Area: You need to fill out the ID and the description. In the Category I selected address. You can select other options if you have more data about the BP.
Select a file with one record Make sure that you don’t have any header information. Once you selected the file you need to mention the Delimiter of the file. Click on the refresh the data will show in the field mapping. You need to go thru and figur out if you want to create a person as a BP or a Organization as a BP. You can use the drop down in the targeted field filter and select the type of data that you want to load. once you selected the data type the target field will appear in the right hand side.
Now select the value on the left and the filed that you want to populate on the BP right and click on theMAPthat is available on the left hand top corner of Available Target Fields table. Not the Fields are Mapped.
Mapping Rules for each fields: There are some standard validation. There are all DATA validation. If you need a specific validation on a particular field then you need to select the filed and click on add mapping rule. You have three rules that you can add to a filed.
1. Values (look up values like check table) 2. Constant (all the Fields will have the same value even the input has different value, this will override any values) 3. Code (you can write a abap code to manipulate the data how ever you want).
Create External List (use the created format)
After creating the mapping format in the CRM system you need to create the New External list.
Marketing-> External List(Under Create).
The ELM creation screen looks as follows.
ID and origin and Type are the three main thing we need to consider. If you use type as rented then you need to give the number of times that you can use the data or the date that you can use the date.
You need the select the Mapping format that you created. Once that is created you need to select the data file that you want to import and the delimiter of the data file.
Once you selected the data you have to go thru the process steps.
1.Read file( this will read the data from the file and store the data in the CRM system)
2. Map data. This will start mapping the data from the file using the map that you created in the the system to the BP information.
3. Check postal Correctness. (you can check the address using the third party to make sure that you have the right information about the customer).
4. Check for Duplicates. You need to have your TREX turned on and this is config where you have to tell if you need the Duplicate check on the data — The fields are name and address of the data.
5. Maintain Business Partner. This will Create or Maintain the BP information.
6. Create Business Transactions — This will create leads or activities when creating or uploading the BP information.
7. Maintain target group.
There is a rented flag in the BP. The system will automatically delete the BP with the No of uses or with the date that is provided for the BP. If the BP is not our customer by that time then the data will be deleted.
You need to mention in the External list when to run the list. Immediately or on certain time(run thru work flow).
Once the data is loaded you can go and see if there is any error on the data you can fix the error to reprocess the external list. The successfully completed process are not repeated.
Target group and Profile set: You can create new or use the existing target group and attach to the customer. You can create/use the existing profile set and later tie this to the Marketing Campaign so that we can use this customer to show products in the product proposal and in the Top-N-List using the Attributes that we have in the BP.
Check this in detail in sap Help
http://help.sap.com/saphelp_crm50/helpdata/EN/2b/5284425557e255e10000000a1550b0/content.htm
UPDATE :
See the following link for the Processed and Error Records and process summary
I hope this helps. Please leave me comments if you have any questions.




It’s posible to load an extern list by batch proccess??
Sorry my English.
Hi,
When we do mapping for ‘addresses and activities’, we also get an option to upload questionnaire data . I want to upload survey responses linked to PRC (personalised response code). Is there a best practice document of how to map questionnaire fields ?
Field Mapping on my system appears as below :
ID Z_0106 Category Leads
Mapping Format Survey_3105
Position Target Field Target Field ID Mapping Rule
1 Personalized Response Code PERS_RESP_CODE
2 Transaction Type PROCESS_TYPE
3 HOT (How do you rate this customer ?) / AFGRE_CCRE mktattrp_sap_0000000225/id_z25af_as01
4 < 3 months (In which timeframe are you planning to buy ?) / AFGRE_CCRE q4/a1
5 1 unit (How many units do you plan to buy ?) / AFGRE_CCRE q3/a1
6 2nd Floor (Which Floor would you prefer ?) / AFGRE_CCRE id_495b461afde300dde1008000ac13bb52/id_495b4666fde300dde1008000ac13bb52/id_495b4709fde300dde1008000ac13bb52
Step 3,4,5 & 6 are questions of a survey. How do I decide what to pass as value ?
Regards,
Piyush
Hi Piyush
Did u manage to load survey through ELM?
Cheers
DJ
So is ELM used in lieu of LSMW?
how can i update my email id to existing business partners in crm using ELM?