Data import template
FollowIntroduction
The main feature of an import template is its format, which is determined by the type of file you want to import. The most commonly used formats are as follows:
| File type | Corresponding format |
| CSV | Text delimited |
| Excel | Excel |
| Fixed text | Text fixed |
| PDF or Image | Attachment |
| Concatenation of multiple import templates | Batch |
How to create an import template
To create an import template:
- Create the import view: it will contain the fields into which the data will be imported.
- Create an import template based on the type of file you will use.
- Configure the mapping: set up the mapping for the fields being imported. This guide also contains information on how to create a lookup view, as well as on the scripts and regex used during import.
- FTP transfer
- Import scheduling (guide on scheduling)
Comments
0 comments
Please sign in to leave a comment.