Overview - Fields for Import Tasks

Overview of form fields for import tasks.

Source File Definition

The form section Import settings defines the general properties of the source file.

Format
Format of the source file.
Source Folder
Location of the source file on the server.
Encoding
Encoding format of the source file. UTF-8 encoding is commonly used, but some older systems still require ISO_8859_1 encoding.
Exclude header
Only for CSV files:Defines whether the header of the source file should be ignored.
Filters
Filter for source files that enables to define individual import tasks for different files within the same location.
Filter type * indicates that all files in the location are imported.
If only a specific file or a set of files with the same prefix must be imported, enter the prefix followed by an asterisk. Example: interpack*.
Separator
Separator used within the CSV file. Example: ;.
On Error Rules
Defines how to handle errors during import. Example: Unclear mapping of CSV entry due to wrong separator.
Option Ignore and Continue defines that the line with the error is ignored and the import continues.
Option Stop and Rollback defines that the import job stops. manage.ID returns an error message and the data imported during this import job is removed. The data sets that were updated are rolled back to their version before the execution of the task.

File Handling After Import

The form section After importing defines how to handle files after a successful or unsucessful import job.

Delete old data after (days)
Retention period for data that no longer exists in the new version of the imported file. The old data is kept in the database for the set amount of days and afterwards deleted.
Move to
Source file is moved to a separate location.
Change file extension
Source file is marked by a new file extension.
Delete
Source file is directly deleted.
Add timestamp
A timestamp is added to the source file.

Schedule

The form section Schedule defines the repetitions of an import task. manage.ID supports import tasks with regular intervals and import tasks that run on manually defined dates and times.