Importing Data: Overview

Being able to Import data from sources external to SAI360 is an important and useful function that can save hours of manual work.

Before the import process can start, you must ensure that the files to be imported have been correctly set up and that SAI360 has been configured to accept the file.

Importing Attachments and Users is achieved by using CSV files, which contain data about the Users/Attachments themselves and any associated business process records. Other data can be imported from CSV, or from a REST API source.

Imports may be initiated manually, or according to a set schedule.

For all imports, audit log records are created each time an import is initiated manually, or runs at a scheduled time.