8.1.2 Move products from one instance into another

Here are the steps on how to copy your inventory from one to another Salesforce instance.

1 Step 1 : Set up AdServer Login (ASL) and Transfer AdServer Data
2 Step 2 : Picklist values
3 Step 3 : Export all Objects containing your Products from ADvendio
4 Step 4: Import all Objects to new Salesforce Org
- 4.1 Packages and Content

For the export and import you should be familiar with tools such as the Dataloader.io, G-Connector for Salesforce or Salesforce Dataloader.

Step 1 : Set up AdServer Login (ASL) and Transfer AdServer Data

If you are using an AdServer Connection please create the AdServer Login(s) first.

The following data needs to be imported via "Transfer From AdServer" button of the ASL record (if necessary):

Targeting IDs
Creative Template Data
Inventory Data
Geo- / Technical- Targeting Data
Key Value Data
Video Content
Content Bundles

Step 2 : Picklist values

Before importing the product data, please double-check the picklist values below as they need to be up-to-date.

Object	Field NameField	Picklist Values (examples)

Object	Field NameField	Picklist Values (examples)
advendio__site__c	MediaType	TV Radio Online Print - Newspaper Print - Magazines
advendio__placement__c	Media Segment	Sections Classifieds Fix Positons Services MultiScreen InBrowser Housing InApp/Mobile Recruiting
advendio__ad_type__c	Media Differentiation	InStream InPage Black and White Color
advendio__ad_price__c	Rate Criterion	Monday - Thursday Friday - Saturday Sunday Black and White Color

Step 3 : Export all Objects containing your Products from ADvendio

Here is the list of the objects relevant to your inventory. Please check which of these objects are used in your org and whether you need to import them.

Order	Object Name	Object API Name	Mandatory

Order	Object Name	Object API Name	Mandatory
1	Site	advendio__site__c	x
2	Publication Date	ADvendio__PublicationDate__c
3	Placement	advendio__placement__c	x
4	Ad Type	advendio__ad_type__c	x
5	Ad Spec	advendio__ad_specs__c	x
6	AdserverID Adspec Assignment	AdServer_ID_AdSpec_Assigment__c
7	Ad price	advendio__ad_price__c	x
8	Packet component	ADvendio__PacketComponent_ _c
9	RateStep	ADvendio__Ratestep__c
10	Content	advendio__content__c
11	Placement Content Assignment	advendio__placementcontentassignment__c
12	Content Ad Price Assignment	advendio__contentadpriceassignment__c
13	Key Ad Price Assignment	ADvendio__KeyAdPriceAssignment__c
14	KeyValue Preset	ADvendio__KeyValuePreset__c
15	KeyValue Preset Ad Price Assignment	ADvendio__KeyValuePresetAdPriceAssignment__c
16	Value AdPrice Assignment	ADvendio__ValueAdPriceAssignment__c
17	EventDate	ADvendio__EventDate__c
18	Site Ad Type Assignment	ADvendio__SiteAdTypeAssignment__c
19	RateCard	ADvendio__Pricelist__c	x

Step 4: Import all Objects to new Salesforce Org

Please consider that:

The import for Master-Detail objects involves additional mapping of the record data. First, Master record data need to be inserted. Lets take an example of Site & Publication Date: First Site data needs to be imported to the Org. Then run a query to get the imported records to fetch the record ID. Populate the Site record ID to the related Publication Date record and import.
Lookup Fields: Please handle similar to Master-Detail relationships. Create the linked object first. Obtain the IDs and update.

Below listed objects are to be imported in the above described way for all the Master-Detail related objects. Hence it involves more time for processing the data. Here is the sequence to follow to import the data to your import Org.

Packages and Content

Please note that Packages and Content have references to themself and therefore need to be imported with caution.

Order	Object Name	Object API Name

Order	Object Name	Object API Name
1	Site	advendio__site__c
2	Publication Date	ADvendio__PublicationDate__c
3	Placement	advendio__placement__c
4	Ad Type	advendio__ad_type__c
5	Ad Spec	advendio__ad_specs__c
6	AdserverID Adspec Assignment	AdServer_ID_AdSpec_Assigment__c
7	RateCard	ADvendio__Pricelist__c
8	Ad price	advendio__ad_price__c
9	Packet component	ADvendio__PacketComponent_ _c
10	RateStep	ADvendio__Ratestep__c
11	Content	advendio__content__c
12	Placement Content Assignment	advendio__placementcontentassignment__c
13	Content Ad Price Assignment	advendio__contentadpriceassignment__c
14	Key Ad Price Assignment	ADvendio__KeyAdPriceAssignment__c
15	KeyValue Preset	ADvendio__KeyValuePreset__c
16	KeyValue Preset Ad Price Assignment	ADvendio__KeyValuePresetAdPriceAssignment__c
17	Value AdPrice Assignment	ADvendio__ValueAdPriceAssignment__c
18	EventDate	ADvendio__EventDate__c
19	Site Ad Type Assignment	ADvendio__SiteAdTypeAssignment__c