Import Widget

Configuring Import Widget

To configure an Import widget:

1. Configure a new blank widget. For more information about adding and configuring new widgets, see Add a Widget.

2. Select the 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 Configuration window will appear.

3. Select Import from the Type dropdown list on the far right of the widget Configuration window. The Import widget configuration options will appear.
4. 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 about configuring imports, see Import Records. Edit the Import options as desired.

   • Title: The title of the widget. It is helpful if the title of the widget reflects the source of the data as well as the widget’s type, for example "Product Staging Import".

   • 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) This uses an imported spreadsheet that specifies a list of existing records in a repository to create a saved set in that repository. No actual record content is changed.

     • Pending Content Changes: (Optional) Select to enter changes that take effect in the future (see Events).

   • Advanced Options: (Optional)

     Advanced Import Options	Description
     File Source Type	Upload File File on Server
     Import Type	Insert Delete
     File Format	Delimited Excel 97 – 2003 (xls) Excel Workbook (xlsx)
     Approval Required
     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.
     New 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.
     New Saved Set Description	The description of the Saved Set sent to workflow.
     Save Records in Repository but Not Imported from Source as Set
     Existing Saved Set Name
     Existing Saved Set Description
     File Definition Name	This setting has been deprecated.
     Data Source Name	This setting has been deprecated.
     Mapping Name	This setting has been deprecated.
     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.
     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.
     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

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

6. If you want your Dashboard configuration to remain after you switch tabs or log out, click the Save Layout button on the Dashboard's Activity Bar, otherwise your Dashboard will revert to its last saved configuration.