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File Import Configuration

File Import Configuration

Owned by Joe Large (Deactivated)
Last updated: Feb 01, 2024
2 min read

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

 

 

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.

 

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.

 

Be sure to configure the Allow Nulls property for each field. Commonly, some records in the import file may have a blank Middle Name or Phone number, therefore those fields' Allow Null property must be TRUE for the import to succeed.

 

The below screen shows a completed configuration.

 

 

Optionally, setup a Photo Import , or continue to Data Mapping

 

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