Import Manager

The Import Manager allows you to import data on demand and to save or modify an import configuration. The final step of the wizard allows you to save the import configuration. This is useful for frequently-used imports where the parameters and options are always, or nearly always, the same.

Importing formats that require mapping gives access to a number of data quality features using transformations. The mapping process allows you to identify errors in the data before importing, to trim white space, or otherwise manipulate data to meet your specifications. Checking the data prior to import can prevent background process failures due to invalid data formatting.

Setup Requirements

Setting up and using the Import Manager involves the following steps:

  1. Based on the data being imported, determine how to start the Import Manager wizard as described in Creating a Data Import.
  2. In the wizard, choose a previously saved configuration or start a new import as described in Import Manager - Select Configuration.
  3. In the wizard, select the data file to be imported as described in Import Manager - Select Data Source.
  4. In the wizard, select the format of the data file, which determines the import method as described in Import Manager - Select Format.
  5. In the wizard, when required, select which pieces of information are imported as described in Import Manager - Map Data.
  6. In the wizard, when required, specify if imported data is new or if it matches data already in STEP as described in Import Manager - Identify Objects.
  7. In the wizard, specify how and where information is to be imported as described in Import Manager - Identify Destination.
  8. In the wizard, specify business conditions and/or actions that affect the import as described in Import Manager - Select Business Rules.
  9. In the wizard, when required, select a context and specify if imported data should be modified as described in Import Manager - Advanced Settings.
  10. In the wizard, save the configuration (if necessary), and run the import as described in Running a Data Import.
  11. Monitor the import and download the output file as described in Monitoring a Data Import.

Additional Information

The following information is useful once an import configuration is saved:

  1. Maintain a saved configuration as described in Maintaining a Saved Import Configuration.