Manual Initiation
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Prerequisites
To manually initiate imports, users will need the following role assigned to them:
- Policy Role - Run Imports
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To manually initiate an Import
- From the menu, select Admin Imports Import Trigger.
- In the Import to run field, select the import you wish to run.
- Select the Import File Location. The options are:
- On Server
- Select File Now (File is on local machine or accessible network drive)
- When selection is On Server
- Click Run.
- The import runs immediately, importing all files which are located in the Import Directory.
If there are several files, the import order will be from oldest newest.
- When selection is Select File Now
- Select the Import File to be imported.
- Select the Run Type:
- Run Now:
import will run in foreground and block the interface until finished. - Run in background:
import will run in the background, and the user can continue to use the system. Once the import has finished, an email notification with the logs and a summary will be sent to the user who initiated the import.
- Click Run
- After the import has finished, the import files and the log files will be retained in the Directory Location as defined in the Import configuration.
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