To schedule your import

  1. To run a one-time import, click Browse for the file upload component and use the file browser that opens to locate the CSV or TXT file on your computer.

  2. The actual upload of the file you select will occur when you click the Next button at the bottom of the page to continue in the process flow. At any time after creating and finishing the one-time import, you will be able to change it to a recurring, scheduled import. An Edit action link that will return you to the first page of the import process will display in the appropriate row of the operations list on the main page.

  3. To schedule a recurring file import, click the radio button labeled Scheduled. A text input will display, with instructions, after the radio button. After that a set of radio buttons providing configuration options for scheduled imports will display.

  4. In the text input, enter the name of the CSV or TXT file that you uploaded (using your FTP software) to your Luminate server account.

  5. If you want to set your import frequency to anything other than Daily, which is checked by default, click Weekly or Monthly.

  6. If you click Weekly, a group of checkboxes labeled with the days of the week will display. This is a multiple selection group: you can choose to schedule the import on any combination of any number of weekdays.

  7. If you click Monthly, a pair of radio buttons will display for you to specify the day of the month on which the import should occur. The formats offered let you choose the numerical day of the month (such as "24") or the sequential weekday (such as "Third Thursday").