File Import

How to use File Import integration

1. 1Click on the File Import tile. You can find it using the search or checking the Flat Data category.
2. 2File Importing flow will be opened after accessing the corresponding datasource.

Step 1. Import

1. 1Click to select a file from your computer, or simply drag and drop your file to this area.

2. 2After picking the file a processing bar will show the upload progress. You can click on the “trash bin” icon to cancel the file upload.
3. 3After your file has been successfully uploaded and checked for security let’s move to the settings.
4. 4Click on the Continue button.

Step 2. Match

1. 1Select the fields you need to import. By default, all fields are selected.
2. 2Check the type. Each field in a data table can be assigned a text, number, or date type.
1. The date field is a unique date-key in the database and should be singular. Also, you have the flexibility to choose from a wide range of date formats for this field.
2. If you have fields with numeric values that you don't want to include in your calculations, change the type from Number to Text.

3. 3The skip rule allows you to exclude empty rows and rows with specific values in selected fields
1. Default to 'Do Not Skip': Ensures all data is initially included.
2. Multi-Select Options: Combine 'Skip: empty' and 'Skip: value' for targeted exclusions. Selecting 'Do Not Skip' disables other skip options.
3. Custom Rule addition: Add one custom rule; the form is disabled afterward to maintain focus
4. Custom Rule deletion:  Hover over and click on the red-highlighted basket icon next to the rule to exclude it.‍

‍Usage Note: the component is designed for straightforward value-based selections and does not support complex expressions like '<10'.

4. 4Choose Write strategy that will be used when extracting data from your files and uploading it into Improvado Storage. Learn more.
5. 5Set the Data table name which will be used for loading data to your destination.

6. 6Click on the Import N fields button to continue.

Step 3. Preview

1. 1Check the structure of data that will be extracted.

2. 2Once you've reviewed the fields, click the Continue button to confirm settings and proceed with data extraction.

How upload more files with the same structure

1. 1Find the File Import on the Connections page.
2. 2Choose one of the Imported Files. Each element in the list corresponds to a Data table and an extract with a structure set during the first setup.
3. 3Click to select a file from your computer, or simply drag & drop an additional file to this area.
4. 4A new file will be added to the list of uploaded files below.