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Create an XML data source to another instance

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Create an XML data source to another instance

Data sources are used to create an import set so that data can be processed, if necessary, prior to being mapped onto a production table.

About this task

Note: To import using XML with High Security Settings enabled, you must possess elevated privileges.


  1. Navigate to System Import Sets > Administration > Data Sources.
  2. Click New.
  3. Complete the form using the following values:
    • Format:XML
    • Import set table label:<import_set_table_label>
    • Xpath root node: <source_table_name>
    • Expand node children: true.
    • File retrieval method:HTTPS
    • File path:/<source_table_name>.do?XML
    • Server:<instance name>
    • User name: A user account on the remote instance. The username used cannot be an email address.
    • Password: The password for the same remote account.
  4. Click Submit.
  5. Click Test Load 20 Records to create the import set table and to ensure your data source is functional.

    The 20 loaded records cannot be transformed and are for testing purposes only.