File Import

This interface is used to manually import new data files into the system. It is a guided process where a user names the import job, selects a specific processor to handle the data, and uploads the corresponding file. Depending on the processor selected, additional context such as a touchpoint or partner may be required. The page includes tools to download a template for correct formatting, and separate actions to first analyze the file for errors and then process it.

How to import a file

From the Configuration > File Import List in the Back Office (BO), a default configuration and list of all Files imports can be accessed.

To create a new one, select the File Import . Create option located in the RELATED TASKS section on the right side of the screen.

The following screen will be displayed.

1. Import Configuration

• Download file template (Button): A button that downloads a template file to ensure the data for upload is correctly formatted.

• Name: A mandatory field for the descriptive name of the import job.

• Processor type: A mandatory dropdown menu to select the specific processor that will interpret and handle the uploaded file's data.

• Upload file : A component for uploading the data file. Files can be dragged and dropped or selected from the local system.

2. Contextual Fields

The visibility of the following fields is dependent on the selected Processor type.

• Touchpoint: A mandatory dropdown menu to associate the import with a specific touchpoint.

• Partner: A mandatory dropdown menu to associate the import with a specific partner.

3. Action Buttons

Process file: A button that initiates the final import of the file's data into the system.

The following steps should be followed to view a file import

• Configuration - File Import List

• Select a row and press File import . View

• Download file with results (Button): A button that downloads a file containing the detailed results of the import process. This file typically indicates the status of each row (e.g., success, error) and includes any relevant error messages.