Customizing the import process
Eliminate the need to manually manipulate the data by adding preprocessing, post processing, and business logic to the import process. You can add, update, or delete data records for your data types in Data Designer by uploading .csv files that contain a large number of records.
You can import data from a variety of sources, even if the fields do not match. The bulk import process gives you more control over the data in your application. You can select actions that are specific to each field to ensure that your data is updated correctly and is not corrupted during the import process. You can manage data import purposes, or reasons for importing data from .csv files that are available to users when they run the data import wizard. You can also disable or remove data import purposes.
The following tasks can help you customize data import processing.
- Adding a custom import purpose
When the default data import purposes do not meet your business requirements, you can add a custom import purpose to apply post processing to an imported .csv file.
- Removing a custom import purpose
Remove custom data import purposes that you no longer use.
- Setting the default purpose for data imports
Save time during data imports by setting the default import purpose to the purpose you use the most.
- Preventing users from selecting a data import purpose
Ensure that users use the default import purpose by preventing them from selecting a data import purpose.
- Skipping key validation
When it is not possible to validate the key field in an imported .csv field, you can skip key validation.
- Adding post processing to import
Customize the import process to meet your business needs by adding post processing. For example, you can send an email when processing completes, or send data to more than one table in the database.
- Processing records and data before and after import
You can perform setup actions before the data import process, such as defining a new table or data record, and cleanup actions after the data import process, such as closing an open stream or transaction.
- Importing data by using an API
Import data from anywhere in your application without navigating to the Data Designer.
- Adding data import functionality to your application
You can launch the Data Import wizard from anywhere in your application, and then automatically call that activity in the background from a service or agent. For example, for easy access to the Data Import wizard, add a data import button to your application landing page. The Data Import wizard launches in a new tab.
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