Overview

The import file page is the final page for creating a task. The user is required to upload a file with the appropriate column headings, choose an operation to perform (add, update or delete) and begin the task. The user can determine what column headings are required by choosing the desired operation. After an operation has been chosen, the required columns will be automatically checked and unable to be toggled. The required columns will only be able to be toggled after an import file has been uploaded. Some tasks have additional options and will require the users attention before beginning a task.

Uploading A File

• To upload a file, click the "Choose file" button. A file browser will popup, select the file to upload. DOTS Link only supports Microsoft Excel (*.xlsx) files.
• Once a file has been chosen, click the "Next" button.
• Choose an operation.

After a file has successfully uploaded, column headings in the "Task Column Headings" section will automatically be checked based on the column headings provided in the import file. Required columns (based on the chosen operation) will be checked and greyed out. Optional column headings can now be toggled. Note: Custom fields will also appear in the "Task Column Headings List". All custom fields must have the prefix "CUSTOM_FIELD_" and proceed with the external ID of the custom field.See value information for more details. Additionaly the following new items will appear:

• (if applicable) A list of ignored columns in the import file will be displayed on the right-hand side.
• (if applicable) A list of task options based on the chosen operation will appear.

Operation

Operations are based on the chosen category / sub-category for a task. There are a total of three operations:

• Add - Creates a new record.
• Update - Updates existing records.
• Delete - Deletes a record.

Note: The chosen operation can be changed by clicking on the drown-down box located under the import file section. When an operation is changed, the required columns for that operation will be updated (required columns are checked and greyed out).

Task Options

Some tasks have options, options are tied to specific operations. E.g: User import has the option to "Clear Empty Columns" during an update operation.

Changing Columns To Import

To disable non-required specific columns from being imported, un-check the column(s) found in the Column Headings section. Un-checked columns will NOT be ignored in the import process.

Begin a Task

After an import file has been uploaded and an operation has been chosen, click the "Begin Task" button. The user will be prompted with a confirmation message that lists ignored columns and task option configurations. The import file is will then be validated to make sure all required columns are present, an error will be displayed if the import file fails validation. Once the file has been successfully validated, the user will be redirected to a task progress page, this page displays details about the import task. The user can logout while the task in progress (and be notified once the task is done if the option is enabled) or continue to watch the progress and receive a message notification on completion.