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Defining a New Import Step

Import steps are used to import data into the Schema for transfer or further manipulation. The Import step is flexible. It allows not only to import new data but also to add new data to the existing one; or perform other actions based on predefined criteria. Follow the instructions in the section To Create a New Step and then continue below.

Warning: Associate the fields from the source application to specific fields in the Schema.

The Import to Schema Step page has the following fields:

A New Import Step Page

The first six fields are described in the step introduction. The following table describes the remaining fields.

Field/Button	Description	Comment
Connection	Select the source system.Press Open for your reference, or if modifications or any changes are required in the pre-defined connection.	Make sure that the Connection you select can be used as a data source. See Managing Connections.
Action	Select one of the available options: If you selected Update/Delete or Upsert two additional fields will be added to the page: Schema Column and Source Column. These fields associate a specific field in the source system to a specific field in the Schema. The rows from the source system will Update/Delete or Upsert rows in the Schema based on this association.	The available options are: Insert: Import data into a Schema. Update: Renew the data in the Schema. Delete: Delete data. Upsert: Depending on the key- either update or insert data.
Query	Write the query that will select the required fields.	The syntax has to match the specified connection.
Test Query	Click to check if the syntax is correct and required columns are received.
Schema Column	Select the Schema Column to be associated with the selected Source column.	The field content only appears after selecting the Update, Delete or Upsert action.
Source Column	Select the field in the source database that will be associated with the selected Schema Column.	The field content only appears after selecting the Connection.
The Import to Schema Step toolbar, includes two buttons that are unique to this feature:
	Auto generate Schema columns to match columns in query.	The columns from the query result will be automatically created in the schema.
	Automap query results to the Schema.	The columns from the query result will be automatically mapped to the schema columns with the same name.

To Define a New Import Step:

Follow steps 1-9 in the introduction to this section.

Select a Connection from the list. This database is the source of the imported data.

Warning: If you can't find the necessary Connection in the list, go to your Connection and make sure the Is Active and Is Source checkbox is enabled.

Select an Action from the list:

Insert: Follow steps 12 and 13 and then skip to step 16
Update/Delete/Upsert: Continue and complete all the steps.

In the Query box, enter a relevant query that will select the fields you intend to import (options: insert/delete/update/upsert).
Click Test Query to test the query and check if it returns the required data (optional).
Select a Schema Column from the list.
Select a Source Column from the list.
Click Save & Close to close the import step and end the session, or click Save & New to save and close the current import step and begin a new session.
Click [Auto-Generate] to auto-generate Schema columns to match the columns listed in the query.
Click [Auto-Map] to automatically map the query results to the Schema.

Note: If this is the first Import Step for the selected interface, then you can click the Auto-Generate button followed by the Auto-Map button. The resulting schema table will have the same columns as the query, all correctly mapped.

You have generated a new import step complete with the necessary schema columns and you have associated the schema columns with the source columns.

Warning: Make sure that you have all the necessary schema columns for the task.

If necessary, you can manually manipulate the schema table, adding extra columns and/or altering the current mapping.