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Key concepts
| Concept | Description |
|---|---|
| Import source | |
| Import set | |
| Import set table | |
| Transformation | |
| Transform Map | |
| Field Map |
Import Sources
To create an import source, please complete the steps below:
- Navigate to the Import -> Import Sources;
- Click New, fill in the form and click Save.
| Field | Description |
|---|---|
| Name | Displayed import source name. |
| Import set table name | Displayed import set table name. |
| Type | Type of external data source. Available choice options:
|
| File retrieval method | Choose the method of the file adding to the import source (if the relevant Type was chosen earlier). Available choice options:
|
| Format | Choose the file format (if the relevant Type was chosen earlier). Available choice options:
|
Import Sets
To create an import set, please complete the steps below:
Transform Maps
To create a transform map, please complete the steps below:
- Navigate to the Import → Transform Maps;
- Click New, fill in the form and click Save.
Transform Maps field description
| Field | Description |
|---|---|
| Name | Displayed transform map name. |
| Active | Select this checkbox to make the transform map available to use. |
| Source table | Select the table containing the import set data. |
| Target table | Select the table where you want imported data to be placed. |
| Silent load | Select this checkbox to ignore business rules, client-side scripts, and other additives while the transformation inserts or updates data in the target table. |
| Ignore mandatory fields | Select this checkbox to ignore mandatory fields on the target table. |
| Use script | Select this checkbox to display the Script field. |
| Script |
Field Sets
To create a field set, please complete the steps below:
- Navigate to the Import → Transform Maps;
- Open a transform map you want to configure;
- In the sys_field_map related list, click New and New, fill in the fields and click Save.
- Repeat the previous step for each field mapping.
Field set fields description
| Field | Description |
|---|---|
| Transform map | Displays the transform map using this field set. This field is populated automatically. |
| Source field | Select the field of the source table to be transformed. This field is mandatory. |
| Target field | Select the field of the target table where the values from the source table should be stored. |
| Coalesce | When selected, the import set application attempts to match source values to records with values from an existing record. If a match is found, the transform map updates the record instead of creating a new record. When false, the import set application is always creating new records for each transformation. |
| Use source script | Select this checkbox to display the Script field. |
| Script | Enter a script to determine the source instead of the Source field. |
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