Configure import file
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1.
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From the Add import process screen, click Configure import file. The Configure import file tab appears. For more information about how to access the Add import process screen, see Add an Import Process. |
The Add import process screen includes a series of tabs designed to walk you through the process of creating an import process.
Tip: Use Previous and Next to move between the tabs, or click the links at the top of the screen. A blue circle indicates the tab you are currently using. When required information is missing, a yellow warning appears.
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2.
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In the Name field, enter a name to help identify the import process. The name of each import process must be unique. |
Tip: You can enter up to 100 characters in this field.
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3.
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In the Description field, enter a description to identify the import process in your database. |
Tip: You can enter up to 255 characters in this field.
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4.
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In the Batch owner field, select the batch processor to receive the batch created by the import process. |
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5.
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Under Import file, select the import's occurrence: |
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Once — select this option to use the import process only once. |
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Recurring — select this option to use the import process multiple times with different import files. For example, an import process can pull files with similar names repeatedly from the same location. |
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To specify the first row of the import file as the header row, select First row is header. |
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In the Import source field, select an import source location where import files are stored on SFTP servers or shared network directories. For more information about import sources, see Configure Import Sources. |
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Local file — When you select Once as the import type, you can select a file from your current workstation. |
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Network directory — When you select Once as the import type, you can select the network directory import source and enter a file pattern in the File field. |
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SFTP server — When you select Once or Recurring as the import type, you can select an SFTP server import source. When the URL entered on the SFTP import source does not already include a subdirectory, you can enter one in the Subdirectory field. |
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When you select an SFTP server or network directory import source, you can enter a pattern for file names using wildcards (*,?,[],#) in the File field. This allows the import process to pull files with similar names from the same location. For example, if your organization downloads a file from an SFTP site each night and the file is always named Import plus a version number (i.e., Import123.csv), enter the file name as "Import*.csv." The import process will grab all new files in the folder that fits the pattern, such as Import4 or Import79. |
Warning: To ensure foreign characters appear correctly in an imported batch, the import file must be encoded as UTF-8.
Tip: After an import process uses an SFTP import source, the program archives it under the directory path that was defined for the network directory import source.This ensures the process does not import the file again.
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9.
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Click Next to move to the Map fields tab. |