Uploading data manually

After the Header File is created, populated with record information, and saved as tab-delimited, you are ready to upload the file into Data Integrator.

About this task

The procedure is the same regardless of the type of upload you are running: Associative, Hierarchical, or Non-Hierarchical. The only requirement is to ensure that the proper Module::BusinessObject::Form is selected. Failure to select the proper settings results in a failed upload or a successful record upload into the incorrect object.

When a record is first created, it is in a special state called null. Records in the null state disappear after the operation that currently uses the record is done. It is important for the Data Integrator to run an action on newly created records to take them out of the null state. If the action does not take the record out of the null state, the record will disappear immediately after it is created. All of the options in the Action list are actions that transition records out of the null state.

Procedure

  1. From the main navigation bar, select Tools > Administration > Data Integrator.
  2. Verify that the values in the Module, Business Object, and Form fields match the Header File. The value of Import Type must be Add.
    The Add value means that if a row contains values for a record’s Publish Name fields that match an existing record, the other values in the row update the record. If a row contains values for a record’s Publish Name fields that do not match an existing record, the data in the row is used to create a new record.
  3. From the Action list, select the action to run on a record after the Data Integrator creates or updates it.
    This list contains the valid actions for a new record, based on the state transition family that is used by the selected business object.
  4. If a workflow must start after the Data Integrator creates a record, you must start the workflow with a sub action that is attached to the action in the Action list.
  5. The only value of File Type is tab delimited (*.txt). But from the File Char Set list, select the character set in which the imported file was written.
  6. Verify that the Batch Upload check box is cleared.
    Clearing this option tells Data Integrator to read the specified data file only one time.
  7. Select Browse to find and open the Header File that you created.
  8. Select Upload File.
  9. Select OK.
    The data is read from the specified file. After the upload process is complete, a notification is sent to the Notifications section of your Home Portal.
  10. Verify that all records were imported correctly by viewing the related portal or page.