Uploading the list entries

You can upload the list entries file to the Screener using the Upload File icon on the Lists page. Upload of Excel files are also supported.

Prerequisite

The list you are uploading must be in the canonical format, as described in The canonical schema for List data section below.

If your list is not in the specified canonical format, you need to configure a pre-process flow using the Enterprise Designer to convert the format. In case of an Excel file, you need to configure a pre-process flow with Read from Excel and Write to File stages in the Enterprise Designer to convert the format before ingesting the file, irrespective whether the file adheres to the canonical format.
Note: For more information about designing this flow, see the List Import utility – Upload and Polling section.
  1. On the Screener main menu, click Lists.
    The Lists page is displayed showing all the lists.
  2. Click the Upload File icon corresponding to the list to which you want to upload your file.
  3. Go to the location where the file is saved, select it, and click the Open button.
    The list upload begins and you can see the status by hovering your curser on the Import field of the list on the Lists page. While the update is in progress, the field shows Running as the status, which changes to a tick mark when it is completed. It also shows the number of records uploaded.
    Note: If any record throws an error, the entire file is rejected.
  4. To view the uploaded list entries, click the View all entries icon.