Import Widget

Depending on the user’s permissions, the Import Widget allows the user to import records into the specified repository. The import file can be dragged and dropped into the Widget, or the user can click the Widget’s drop region to browse for the import file.

The Import Widget imports record data in the same manner as imports triggered from the Repository View. For more information on importing records, see Import Records.

Import Widget

Configuring Import Widget

To configure an Import Widget, first configure a new blank Widget. For more information on adding and configuring new Widgets, see Add a Widget.

Select the Widget Settings icon in the upper right of the new Widget’s Activity Bar. Note that a Widget’s Activity Bar will not be displayed unless the cursor is hovering over the top of the Widget.

A Widget Configuration window will appear. Select Import from the Type dropdown list on the far right of the Widget Configuration window. The Import configuration options will appear.

Configure the Import Widget

The options for the Import Widget operate in the same manner as the options for importing record data from the Repository View. For more information on configuring imports, see Import Records.

Edit the Import options as desired.

  • Title: The title of the Widget. It is helpful if the title of a Widget reflects the source of the data as well as the Widget’s type, for instance “Product Staging Import”.
  • Options:
    • Repository: Select the repository records will be imported into.
    • Select Import Type:
      • Current View: The record attribute values are imported simply from a delimited file or spreadsheet.
      • Defined Template: Allows the user to specify an Import Template to be used. Import Templates are typically created by the system administrator.
      • Create Saved Set: (Optional) Stores the imported records in a Saved Set.
      • Pending Content Changes: (Optional) Select to enter changes that take effect in the future (see Events).

Optionally, expand the Advanced Options and edit as desired. Scroll through the Advanced Options as necessary to access options.

Advanced Import Options

Description

File Source Type

Does this indicate which import types the widget will allow? D

  • Upload File:
  • File on Server:

Import Type

  • Insert:
  • Delete :

File Format

  • Delimited
  • Excel 97 – 2003 (xls)
  • Excel Workbook (xlsx)

File Encoding

Select the file encoding method. Optionally, leave as Default unless the data does not import correctly, then see the system administrator for the correct option.

Language

Select the language for the export (for multi-language attributes).

Save Records Imported From Source as Set

This option will create a Saved Set consisting of all records that have been imported.

Saved Set

-- New.

-- Select an existing set.

Saved Set Name

The name of the saved set to send to Workflow.

Send Above Saved Set to Workflow

Set this checkbox if the records are to be sent into the workflow. It is just like editing each record and clicking the Save & Send button.

Saved Set Description

The description of the Saved Set sent to workflow.

Save Records in Repository but Not Imported from Source as Set

Saved Set Name

Saved Set Description

File Definition Name

Data Source Name

Mapping Name

The name of the mapping object that will be created. Most import jobs auto-generate this object then remove it after the import has completed.

Text Qualifier

Enter the character(s) that indicate the start and end of a text string value.

Field Delimiter

Enter the character(s) that delimit field values in the import file.

Row Delimiter

Enter the character(s) that delimit rows in the import file.

Header row number

Defaults to 1.

Start at line #

Defaults to 2.

Start after line text

Enter the text that identifies the line before the start of the import records.

Stop at end of file

The default option.

Stop at line #

Instead of stopping at the end of the file, stop at the specified line number.

Stop before line text

Instead of stopping at the end of the file or at a line number, stop before reaching the entered line of text.

Validate Import File Options:

Non-Primary Key Data

Use a non-primary key attribute as the primary key.

Column Count

If set, this option will flag any row having a different number of columns than the header row.

Required Attributes

This option will prevent a record that is missing required attributes from being imported.

Unique Business Key (If defined in configuration)

If a business key is defined in the profile, use it as the primary key.

Column Data Type

This option will prevent a record with incorrect data types from being imported.

Sync In Options:

Sync In Options

Keep repository values if Import values are empty/null

If the import file’s attribute value is empty, keep the existing attribute value instead of clearing the value.

Use alternative primary keys

Designate a combination of attributes as the primary key.

Extend Data in One Row Format

Deprecated.

Ignore white space

Ignore any extra spaces before or after the data in the import file. This option defaults to checked.

Update Only

Only update records that already exist in repository; do not create new records.

If an error occurs, discard saved objects

If an error occurs in the import process, the underlying import objects will be deleted

Create Only

Only add new records, do not update any records that already exist in the repository.

Validate Afterwards

Sync In

Starts import job. Uncheck to save objects without starting import.

Allow External Trigger

Allow triggers to be executed.

Save Mapping

Save underlying objects as mappings which can be rerun again: related to the use ofFile Definition Name,Data Source Name, and Mapping Name.

Disallow Null Primary Keys

Ignore import record if any of its primary keys are blank.

Force job to execute as a 1st-time data load

Runs the job as if it were a first-time data load. This increases performance and decreases load time, however it may create duplicate records that will not have accurate record histories.

Sync Format Date for PLT

The format for dates found during the import process. It allows the user to ensure that all dates are consistently formatted. For information regarding this field, contact EnterWorks.

Sync Scan HTML for PLT

For information regarding this field, contact EnterWorks.

Sync Scan XML for PLT

For information regarding this field, contact EnterWorks.

Taxonomy Node

Map Across All Taxonomies

Update All Records on Partial Key Matching

Click Apply to save the changes to the Widget and close the Widget Configuration window. Click Cancel to close the Widget Configuration window without saving the changes.