File Import Configuration
A File Import Configuration serves to define the import file’s delimiter and fields.
Supported file types:
Comma
Semicolon
Pipe
Tab
Fixed Width
To create a new Configuration go to Data Management > Integrations > File Import
and click Create New Configuration
. Enter a Name, select a Customer
and Tenant
.
Next, define the import file’s fields.
After a File Import Config has been fully setup and is functional, any changes to the data file’s delimiter, field names, and field order will require updating the File Import Configuration to match the data file’s new format.
Use the Upload Sample File
button to populate Name and Index based on the uploaded file, or manually add fields using Add Field
.
The With Column Names in Header
option requires setting Data Starts on Row > 1
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Add Field
The Add Field button adds a new row to the import configuration. Double-click on the Name, Data Type, Allow Nulls, and Index property to modify it.
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Name
The Name property must match the column name in the import file
Data Type
Data Type can be any of the following types:
String
Integer
DateTime
Binary
BinaryPath
Allow Null
false = do not allow nulls (the import will fail if blank/null exists)
true = allow nulls
Index
The position of the import field in the import file. The count starts at 0: 0,1,2,3,4, etc.
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The below screen shows a completed configuration.
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Optionally, setup a Photo Import , or continue to Data Mapping
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