Tab: Import Details

Field

Description

Notes

Import Name

The name of the import.

Should be unique. This is necessary if you wish to initiate an import manually.

Note: may not contain colons (:)

Import to run on completion

Any import selected here will be run directly after the current import has completed successfully.

Allows users to 'chain' two or more imports, which need to run in a particular sequence, for example 'Persons' and 'Users'.

Note 1: if one of the imports in a chain fails, any subsequent imports will not be run.

Note 2: 'chained' imports can only be run from the server, or via a schedule. They will not be invoked when an import is run locally (i.e. 'Select File Now').

Destination Component

The component into which the imported data will be stored.

Select the component from the list.

Type of Import

Select the type of Import.

Select

CSV File: for import of Data based on a CSV file.

Rest API: for import of Data via an external Rest API.

Email Responder: for importing an Email response.

Destination Form

The business process form related to the Destination Component.

• This is used to display a URL link to the created record in the notification email and logs.

The selection list will show the entire list of forms; please ensure you select the form which is built on the destination component.

Enable Analytics Rules for each Record?

When ticked the system will run Analytics Rule(s) (for that component) after each row/record is imported

The analytics rule will run after each row is imported

Run AR on Completion

The selected Analytics Rule will run AFTER the last row/record has been imported.

Only "scheduled" rules can be selected.

Rollup Table(s)

Define at which point during an import of hierarchical data the rollup table(s) need to be rebuilt.

Do not rebuild: the rollup table will not be rebuilt after the import is finished.

You will need to perform a manual rebuild at some point, so that rollup filters continue to work.

Rebuild at the end of the import: this is the recommended setting.

Rebuild after each record: under certain conditions, this setting is necessary. But be aware that the import process may take significantly longer than with the previous option.

Please note there could be performance implications with server load if this option is enabled.

Description

Description for the import

Description for the import (optional).