Data Import
This job imports data from an XML or CSV file into a related data set. Single and multiple files can be imported from a zip archive.
When a data set is imported from a CSV file, the columns (structure) must already exist in the related data set. With an XML file, both the structure (i.e. the columns of the table) and the data can be added during import.
Configuration
| Setting | Description |
|---|---|
| Import type | This drop-down menu defines the related data set into which the data is imported:
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| Import Mode | This drop-down list defines how the records are imported from the source file. The following options are available:
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| Error Mode | This drop-down list defines how errors in the source file are handled during data import. The following options are available:
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| Encoding | Defines the character encoding of the source file. The character encoding ensures that the imported text is displayed correctly. The |
| File Type: | This drop-down list selects the file type of the import data. The following options are available:
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| Source File | Displays the extension of the selected file type. |
| Credential Store Record | This input field defines the location where the import file is stored. A connection can be established with the server over FTP (FTP, PFTP (passive FTP), AFTP (active FTP), SFTP, FTPS), SCP and HTTP (HTTP, HTTPS). This address has the following format: protocol://user:password@host.port/url-path. Example: ftp://joesample:1password@ftp.mapp.com/import The server account credentials can be encrypted with Transfer Security records. The user name, password or complete user account are specified with placeholders for Transfer Security records. For more information, see Credential Store Options. |
Send Import Summary | Sends an XML version of the import report to the specified email addresses. Activate using the toggle switch. |
File separator | Lets you change the file separator in a CSV file. A standard CSV export has either a comma or tab as separator. The parameter separator defines a different separator. |
File compression | Lets you unzip zip and gzip files. If the file to be imported is in a compressed format, the type of compression must be specified. |
Source Backup | Saves a backup copy of the imported data in the data system or on a server As a general rule, Engage deletes the imported file as soon as the import is complete. If the imported data cannot be reproduced from a CRM or shop system, it is a good idea to make a backup copy when the import is finished. When this parameter is used, a default number of five backup files are saved at the specified address. |
Max number of backups | Defines the number of backups. This option sets a limit to the number of backups saved. If the number of saved files exceeds the limit, Engage replaces the oldest file. No other files should be saved in the specified directory because all the files located there are managed by the backup process. |
| Credential Store Record | Defines where the backups are saved. |
