How do I use the Auto Import Wizard?

Open the System Menu and select the Auto Importer Wizard.

Open the System Menu and select the Auto Importer Wizard.

1. Step 1

  1. Choose if this is a new configuration or select an existing configuration.
  2. Name the file.
  3. Choose your user, or whatever user should be getting the confirmation emails for the auto importer.
  4. Choose what table the import will be going to.
  5. Click Next.
Step 1

2. Step 2

Click the 'Plus' to add a new trigger.

Step 2

2.1. Select what trigger you wish to add from the drop down menu.

Select what trigger you wish to add from the drop down menu.

2.2. Triggers Available

Truncate - Truncates the table before inserting New Records

Skip Row(s) - Skips lines of the file determined by the user.

Merge In New Records Based On - Update existing records and insert new using column of users choice as the key (can use multiple)

Insert Only New Records Based On - Insert New records only using column of users choice as the key (can use multiple)

Format Column as a Date - Force Column chosen by user to be formated as a date. Note: Dates in the m/d/y or d-m-y formats are disambiguated by looking at the separator between the various components: if the separator is a slash (/), then the American m/d/y is assumed; whereas if the separator is a dash (-) or a dot (.), then the European d-m-y format is assumed. If, however, the year is given in a two digit format and the separator is a dash (-), the date string is parsed as y-m-d. To avoid potential ambiguity, it's best to use ISO 8601 (YYYY-MM-DD).

Run Custom Field(s) - Run custom fields on insert

Pre Business Process - Run the business rule chosen by user before the import starts

Post Business Process - Run the business rule chosen by user after import is complete

Force NULL - Force empty values to be NULL instead of an empty string

Encoding - Convert file from a valid encoding type.

          Supported Encoding Types:

            UTF16
            UTF16LE
            UTF16BE
            ISO8859
            WINDOWS1251
            WINDOWS1252

Worksheet - Import sheet index chosen by user into the table (can use multiple)

 

3. Step 3

  1. This is the name that you will use for your file for the Auto Importer.
  2. This is the shortened name that can be used.
  3. This is what server the Auto Importer will be looking on.
  4. This is what Remote Directory to use, if any.
  5. Username for the server.
  6. Password for the server.
  7. Determines if the server is passive or not.
  8. Determines if the server is binary or not.
Step 3

4. File detection defaults based on file extension.

There are times that our algorithms are unable to determine a file's type by its contents. In this situation the software looks to the file extension to determine the default file type. The default associations are as follows:

  • 'csv': Comma delimited values.
  • 'tsv': Tab delimited values.
  • 'txt': Tab delimited values.
  • 'tab': Tab delimited values.
  • 'psv': Pipe delimited values.
  • 'pipe': Pipe delimited values.
  • 'xls': Excel 2003 Workbook.
  • 'xlsx': Excel 2007 Workbook.