Page Comparison

Overview

From this screen you can import data from a csv or columnar file into the system. Whatever you wish to bulk import can be done from here, rates, accounts, general ledger codes, countries, etc. Data is manipulated and mapped to the appropriate fields in the system based on data profiles. Data can be imported in a one-off fashion or the import configuration can be saved to be run again at a later date. This guide will walk you through setting up and running a data import.

...

This tab appears when an import is run. It will detail the progress of the import and list any import failures should they occur.

...

Adding/Running a Data Import

1. At the top of the Data Imports panel click the  action button

2. Populate the fields as desired

3. When you upload the import file using the  action button two new tabs will load:

   • Input Sample: displays the data and the fields from the import file

   • Target Sample: displays the data that will be imported (after any transforms) and the target fields that the data will be written to

4. To validate that there are no issues with the data being imported click the  action button

5. To run the import click the  action button

6. An Import Results tab will load after running the import. This will display a summary of the data import configuration as well as the import progress

7. If you wish to save the import configuration (to run it again later) click Save

...

Editing a Data Import

1. Select the import from the list in the Data Imports panel

2. In the Edit Data Import panel on the right modify the values as needed

3. If you wish to run the import at this time upload an import file and click the  action button

4. If you wish to save your changes to the import click Save

...

Deleting a Data Import

1. Select the import from the list in the Data Imports panel

2. Click the  action button

3. Click Yes on the confirmation pop-up that appears