Importing data using import sets Release version: Zurich Updated July 31, 2025 1 minute to readTo import data define a data source and transform map, and run or schedule an import. Figure 1. Importing data: data flow Create a data sourceCreate a data source record to define what data an import set should import.Data source fieldsIn addition to common fields, other fields appear on the data source form, depending on the value of the Type field.Create a transform mapEvery import operation to a production table requires at least one transform map associated with an import set.Mapping optionsYou can map fields in a number of ways depending on the circumstances of the import and whether data must be transformed prior to loading onto a production table.Create a field mapField maps establish a relationship between a field in an import set table and a field in the target table.Field map script variablesSeveral predefined variables are available in the Source script field.Run an importYou can manually run an import to immediately import data.Importing date/time valuesConsiderations when importing data containing date/time values.Review the import setAfter an import set completes, you can review the completed import and clean up import set tables. Even if no errors are reported by the progress indicator, review how your data is imported into the new import set.Viewing the import logThe import log is where you can find information about the internal processing that occurs during an import operation.Import run historyThe import history gives status information about individual import operations.Schedule a data importSchedule imports to make it possible to specify that certain import operations occur at a regular interval.Monitor scheduled data import executionsMonitor scheduled data import executions to see the hierarchy and flow of the scheduled chained imports.Monitor concurrent import setsMonitor concurrent import sets to check the status of import sets and import set jobs, resume or reprocess import sets, and view transform history.Monitor concurrent import set jobsCheck the status of concurrent import set jobs.Post CSV or Excel files directly to an import setAn administrator can post CSV or Excel files directly to instance.Delete import setsDelete import sets to clean up your database on a scheduled basis, one time only, or on demand.Delete import set tablesDelete import set tables, related transform maps, or data only (preserving the table structure) to clean up your database.
Importing data using import sets Release version: Zurich Updated July 31, 2025 1 minute to readTo import data define a data source and transform map, and run or schedule an import. Figure 1. Importing data: data flow Create a data sourceCreate a data source record to define what data an import set should import.Data source fieldsIn addition to common fields, other fields appear on the data source form, depending on the value of the Type field.Create a transform mapEvery import operation to a production table requires at least one transform map associated with an import set.Mapping optionsYou can map fields in a number of ways depending on the circumstances of the import and whether data must be transformed prior to loading onto a production table.Create a field mapField maps establish a relationship between a field in an import set table and a field in the target table.Field map script variablesSeveral predefined variables are available in the Source script field.Run an importYou can manually run an import to immediately import data.Importing date/time valuesConsiderations when importing data containing date/time values.Review the import setAfter an import set completes, you can review the completed import and clean up import set tables. Even if no errors are reported by the progress indicator, review how your data is imported into the new import set.Viewing the import logThe import log is where you can find information about the internal processing that occurs during an import operation.Import run historyThe import history gives status information about individual import operations.Schedule a data importSchedule imports to make it possible to specify that certain import operations occur at a regular interval.Monitor scheduled data import executionsMonitor scheduled data import executions to see the hierarchy and flow of the scheduled chained imports.Monitor concurrent import setsMonitor concurrent import sets to check the status of import sets and import set jobs, resume or reprocess import sets, and view transform history.Monitor concurrent import set jobsCheck the status of concurrent import set jobs.Post CSV or Excel files directly to an import setAn administrator can post CSV or Excel files directly to instance.Delete import setsDelete import sets to clean up your database on a scheduled basis, one time only, or on demand.Delete import set tablesDelete import set tables, related transform maps, or data only (preserving the table structure) to clean up your database.