Csv Data Import

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What is the CSV Data Import?

The CSV data import allow you to import data from a CSV file into any DataView supporting write operations, with option to define the mapping and create objects that do not exist in the DataView yet.

Configuring a CSV Import

IMPORT MULTIPLE FILES


By ticking the option Always prompt for a file before running, you are able to select multiple files when running the import and import them all as a batch



You can run the report as is, all Key mappings will be used to find matching records and all other mappings will be used to update the records. New records in the file that are not in the DataView will be ignored. If you want the transfer to create new records you must specify a Create Action.

Creating New Element during a CSV Import

By default, records from the CSV file that have no match in the DataView are ignored. However, if the DataView supports Actions, any Create Action can be used to create the corresponding element.

You can click Run Now to run the Transfer immediately, or click OK to save the configuration and run the Transfer later. Configured Transfers can be run in one click from the Transfer Dialogue.