Excel Add-In for Vault CRM

Build 25.0.9434

DataGridLoaderConfigurations

Defines reusable configurations for bulk data loading operations into Vault using the Data Grid Loader tool. This includes mapping rules, validation logic, and operational parameters.

Columns

Name Type ReadOnly Description
ID [KEY] String True

Unique identifier for the data grid loader configuration record.

Data Grid Loader Configuration Type String True

Specifies the type of configuration being applied to the data grid loader, based on a predefined object type in Veeva Vault.

Global ID String True

System-generated global identifier that ensures uniqueness across all Vaults.

Link String False

System-generated hyperlink to access the full record directly in the Vault UI.

Template Name String False

The name of the configuration template used to define how data is loaded through the grid loader interface.

Status String False

Current lifecycle status of the configuration, such as Draft, In Review, or Active.

Created By String True

Username of the individual who originally created the data grid loader configuration.

Created Date Datetime True

Timestamp indicating when the configuration record was first created.

Last Modified By String True

Username of the individual who most recently modified the configuration.

Last Modified Date Datetime True

Timestamp indicating when the configuration was last updated in the system.

Active String False

Indicates whether the configuration is currently active and available for use within the Vault environment.

Object Name String False

Internal name of the Vault object that this configuration is associated with, determining the structure and fields to be loaded.

Sharing Group String False

Specifies the user group or set of roles that can access this configuration within the Vault.

Legacy CRM Id String False

Reference ID from a legacy Customer Relationship Management (CRM) system that corresponds to this configuration, used for data migration or backward compatibility.

Mobile ID String False

Unique identifier used to synchronize the configuration with mobile applications or offline access tools.

Owner String False

User ID or group assigned as the owner of the configuration record, responsible for its maintenance and accuracy.

Access Type String False

Defines the type of access control applied to the configuration, such as Read-Only, Read-Write, or Admin.

Create as Object Type String False

Determines the object type to instantiate when records are created using this configuration template.

Description String False

Free-text field allowing users to document the purpose, scope, or any additional notes about the configuration.

External ID String False

Custom identifier provided by external systems to track this configuration record across integrations or third-party tools.

Field List String False

Comma-separated list of field names to be included in the data grid loader, formatted as field_1, field_2, field_3, ..., field_n.

Country String False

Specifies the country or regional scope to which this configuration applies, typically used for compliance or localization purposes.

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Build 25.0.9434