Data Import Flows

Learn about the Automation involved when Importing Data into Maica

What are the Data Import Flows?

As part of the Data Import Utility, Automation is involved to ensure it's successful completion.

When using the tool, you are prompted to select a Flow Setting that essentially tells Maica which type of Data you are wanting to Import and allows the Automation to read the files correctly. It is important to understand the logic within the Automation and the altercations to the Data that will be involved when doing so. This article explains the logic behind each Flow Setting in more detail.

Maica - NDIS Import Support Items Catalogue

This flow is designed to automate the import of NDIS support items and their associated prices based on various state-specific rates and conditions.

Flow Detail
Flow Label	Maica - NDIS Import Support Items Catalogue
API Name	maica__Maica_NDIS_Import_Support_Item_Prices
Type	Autolaunched Flow

Flow Summary

This flow imports NDIS support items and their associated prices based on state-specific rates and conditions.

• Starts automatically and checks if the Support Item Number is present.

• Calls the import support item Apex action if the item number is valid.

• Passes variables like allowed states, claim types, prices for different regions, and item details.

• Handles errors by assigning appropriate fault messages when required.

Flow Description

1. Start (Auto-Launched Flow):

   • The flow is auto-launched and starts by verifying whether the Support Item Number is present.

   • It checks if the Support Item Number is not null or empty.

2. Decision (Support Item Number Is Not Null):

   • Outcome: Null: If the Support Item Number is empty or null, the flow proceeds to the Handle Support Item Number Null step, which sets an error message.

   • Outcome: Not Null: If the Support Item Number is present, the flow proceeds to the Call Import Support Item step.

3. Call Import Support Item (Apex Action):

   • The flow uses the NDISImportSupportItemsPricesInvocable Apex class to import the support item and its associated prices.

   • The following input parameters are passed to the Apex class:

     • allowedStates: The states where this item is applicable.

     • claimTypesFormula: The applicable claim types, built from multiple variables like CANC, IRSS, etc.

     • priceACT, priceNSW, priceNT, priceQLD, priceRemote, priceSA, priceTAS, priceVeryRemote, priceVIC, priceWA: The price of the support item for each state or region.

     • priceBookDescription: Describes how the item appears in the price book.

     • isQuoteRequired: A Boolean indicating if a quote is required, calculated using the quoteFormula.

     • registrationGroupCode, supportCategoryName, supportCategoryNumber, itemName, itemNumber, supportItemType, unit: Key details such as the support item's name, number, type, and unit.

4. Handle Error (Assignment):

   • If an error occurs during any stage of the flow, the FlowFaultMessage variable is assigned the error message for tracking and troubleshooting purposes.

5. Handle Support Item Number Null (Assignment):

   • If the Support Item Number is not provided, the flow assigns the error message: "Support Item Number is required for import."

Maica - NDIS Support Catalogue Import Configuration

This flow is designed to facilitate the configuration and import process for the NDIS Support Catalogue. It allows users to select specific areas (states) and provides the option to include additional descriptions for the generated Price Books.

Flow Detail
Flow Label	Maica - NDIS Support Catalogue Import Configuration
API Name	maica__Maica_NDIS_Support_Catalogue_Import_Configuration
Type	Screen Flow

Flow Summary

This flow streamlines the process of importing NDIS support catalogue data into Maica by allowing users to configure Price Book creation for specific states.

• Users select states for which Price Books will be generated.

• A description can be added for each Price Book.

• The created Price Book records are used to organise NDIS support items based on regions.

Flow Description

1. Start (Screen Element):

   • The flow begins with a screen to configure the NDIS Support Catalogue import.

   • It contains two key options:

     • Selection of areas (states) for which Price Books will be created.

     • An optional description field to save relevant notes on the new Price Book(s).

2. Dynamic Choice Set (StateOptions):

   • Retrieves available states from the Pricebook2 object.

   • This dynamic choice set is used in the screen for state selection.

3. Assignment (Assignment):

   • The selected areas (states) and the description for the Price Books are stored in the respective variables.

   • The allowedStates and priceBookDescription variables are updated based on user inputs.

Maica - Client Care Reference Data Import Handler

This flow is designed to handle the import of CSV data into the Maica system, populating various reference data objects such as Appointment Service, Availability, Checklist, Client Goal, and others. The flow allows for creating and updating records for these objects based on imported data, and provides error handling mechanisms for any issues during the import process.

Flow Detail
Flow Label	Maica - Client Care Reference Data Import Handler
API Name	maica__Maica_Client_Care_Reference_Data_Import_Handler
Type	Autolaunched Flow

Flow Summary

This flow processes CSV imports and creates or updates reference data records for the Maica system, handling various objects related to client care.

• Determines the object type from Object_API_Name and processes it accordingly.

• Creates or updates records for objects such as Appointment_Service, Availability, Checklist, Client_Goal, Resource, and more.

• Provides error handling mechanisms to capture and log faults during the import process.

Flow Description

1. Start (Auto-launched Flow):

   • The flow starts by evaluating the Object_API_Name to determine which type of record to process.

2. Decision (DECISION_Object_API_Name):

   • Determines the object type based on Object_API_Name and routes the flow accordingly to handle specific objects like Resource, Availability, Unavailability, etc.

   • If an unknown object type is encountered, it triggers the fault message.

3. Assignment (ASSIGN_Appointment_Service_Values):

   • Assigns values to various fields in the Appointment_Service object, such as Available_Sections__c, Claim_Types__c, Client_Note_Template__c, End_Date__c, and others.

4. Assignment (ASSIGN_Availability_Values):

   • Assigns values to the Availability object, including fields like Active__c, Effective_From__c, Effective_To__c, Location__c, and others.

5. Assignment (ASSIGN_Checklist_Values):

   • Assigns values to the Checklist object, such as Create_During_Quick_Complete__c, Default_Checklist_Item_Status__c, End_Date__c, and others.

6. Record Lookup (GET_Resource):

   • Retrieves a Resource record based on the provided Resource_Name.

   • If the record is found, the flow assigns the Resource_Id and proceeds to update the relevant object.

7. Record Create (CREATE_Appointment_Service):

   • Creates a new Appointment_Service record using the assigned values.

   • If an error occurs, the flow assigns a fault message to handle the error.

8. Record Create (CREATE_Availability):

   • Creates a new Availability record with the provided values.

9. Record Create (CREATE_Client_Goal):

   • Creates a Client_Goal record by assigning values like Contact__c, Goal__c, Description__c, Stage__c, and others.

Maica - Client Management Reference Data Import Handler

This flow is designed to handle the import of reference data objects for Maica Client Management via a CSV. It looks up and creates records for several Salesforce objects such as Product2, Pricebook2, Connection__c, Support_Category__c, and PricebookEntry.

Flow Detail
Flow Label	Maica - Client Management Reference Data Import Handler
API Name	maica__Maica_Client_Management_Reference_Data_Import_Handler
Type	Autolaunched Flow

Flow Summary

• This flow imports client management reference data from CSV into Maica.

• It handles objects such as Product2, Pricebook2, Connection__c, Support_Category__c, and PricebookEntry.

• The flow performs the following actions:

  • Looks up existing records (e.g., Contact, Product, Support_Category).

  • Assigns values to variables (e.g., Connection__c, Product2, Support_Category__c).

  • Creates new records (e.g., Connection__c, Product2, Support_Category__c, PricebookEntry).

  • Includes decision logic to route based on the object’s API name (e.g., Product2, Pricebook2, maica__Support_Category__c).

  • Handles error conditions with fault messages (e.g., missing Standard Price Book).

Flow Description

1. Start (Triggered by CSV):

   • The flow starts when CSV records are imported.

2. DECISION_Object_API_Name (Decision):

   • Determines the object to process based on the Object_API_Name passed to the flow.

   • Routes the flow to handle various object types, such as Product2, Pricebook2, or maica__Support_Category__c.

3. GET_Contact (Record Lookup):

   • Looks up the Contact object using the Contact_Name.

   • Assigns the Id of the retrieved contact to Contact_Id.

4. ASSIGN_Connection_Values (Assignment):

   • Assigns values to a new Connection__c record (such as Contact__c, Invoice_Recipient__c, and Primary_Contact__c).

   • The assigned values are later used in the CREATE_Connection.

5. CREATE_Connection (Record Create):

   • Creates a new Connection__c record using the values assigned from the ASSIGN_Connection_Values.

6. GET_Product (Record Lookup):

   • Looks up a product (Product2) based on Product_Name.

   • The found product's Id is stored in Product_Id.

7. ASSIGN_Product_Values (Assignment):

   • Assigns values to the Product2 record, including fields such as Support_Item_Type__c, GST_Code__c, and Funding_Level__c.

8. CREATE_Product (Record Create):

   • Creates a new Product2 record based on the assigned values.

9. GET_Standard_Price_Book (Record Lookup):

   • Fetches the standard price book if it exists and is active, storing the Id.

10. DECISION_Standard_Price_Book_Entry (Decision):

    • Checks whether a price book entry exists for the product in the standard price book.

    • If not, routes to create the PricebookEntry.

11. CREATE_Standard_Price_Book_Entry (Record Create):

    • Creates a new standard price book entry for the product if it does not already exist.

12. GET_Support_Category (Record Lookup):

    • Looks up a Support_Category__c record using the Support_Category_Name.

    • Stores the category Id for further processing.

13. ASSIGN_Support_Category_Values (Assignment):

    • Assigns values to the Support_Category__c record, such as Budget_Type__c, Category_Number__c, and Support_Purpose__c.

14. CREATE_Support_Category (Record Create):

    • Creates a new Support_Category__c record using the assigned values.

Flows related to the BPR Remittance File Import & NDIS BPR Results File are located on the BPR File Import Flows page.