Standard batch import user interface

Running a standard batch import with the user interface requests a few steps.

1) Upload data files

After locating the relevant standard API, you’ll see the page displaying the control file.

Click New import…

Enter a comment to describe the data import, then upload one or more files.

Each file has a name associated with it, which should match the names expected by the standard control file.

Click the New import button at the bottom of the form to create the import. This won’t run it yet.

2) Perform a dry run

Before importing the batch, it’s a good idea to try a dry run first to see what errors might occur.

When viewing the page for your new batch, click the Dry run… button, and confirm.

The batch will then have a running status, showing the import job is completing in the background. Refresh the page to check to see if it’s finished.

When the job completes, review the log and correct any errors by uploading new data files.

3) Import the data

When you are happy a dry run shows your import will work without errors, click the Copy as new import… button, and confirm.

This will create a new batch, and this time, click the Import data… button.

Just as with the dry run, the import will happen in the background, and the batch page will show the log when it completes.