XML files

Data can be imported into Diligent Entities in an approved .xml file format using Data Exchange Manager.

When importing a .xml file, a FeedKey is used on the outer tag of the XML. The FeedKey acts as a unique identifier for the company and type of file being imported to ensure that all client data is processed accurately.

Good FeedKey naming convention will include the Company Name (or an abbreviation of it) and an Indicator describing the contents of the feed in a coded format.

The FeedKey that is used within the file will match the Setup FeedKey.

Format a .xml file

A .xml file uses tag elements, an Open and a Close tag, to contain information.

Within the file, each section of data consists of either child (for example, <IndividualCore></IndividualCore>) or sub-child elements (for example, <Surname></Surname> or <Forename></Forename>) that sit beneath a root or parent element (for example, <Individual></Individual>).

Subsets of data are enclosed within their own sub-child tag elements.

User Defined Fields (UDF) can be incorporated into subsets of data. When they are included, UDF names will be enclosed in quotes. The data to be updated is the value that sits between the tags.

Settings

Settings in the Setup and the .xml file will determine what data is imported by the .xml file. These Settings identify field locations or destinations. Field locations may refer to core fields or UDFs. Settings that are entered within the Setup are the same Settings used in the .xml file.

Refer to XML Switches and Settings for more information.