How do I use the Auto Import Wizard?
1. Step 1
2. Step 2
Click the 'Plus' to add a new trigger.
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:
Worksheet - Import sheet index chosen by user into the table (can use multiple)
3. Step 3
- This is the name that you will use for your file for the Auto Importer.
- This is the shortened name that can be used.
- This is what server the Auto Importer will be looking on.
- This is what Remote Directory to use, if any.
- Username for the server.
- Password for the server.
- Determines if the server is passive or not.
- Determines if the server is binary or not.
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.