Imports
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 Imports

Overview

Marigold Loyalty allows you to import data into any table in your database. From the Import screen, you can configure various properties about the import process, such as what database fields to populate, and what business rules to apply upon import. These import properties can then be saved as a reusable asset called an Import Definition.

The Imports screen displays a list of Import Definitions in your account. For each Import Definition, the screen displays information about the last execution of this import, such as the number of records imported, failed, and skipped, the import file name, and the current status. For imports that are scheduled to run on a recurring basis, the screen also shows the next scheduled execution.

The Marigold Help Center provides access to a wide range of enablement videos on many Marigold solutions that you can take as needed. Click here to view a training video on how to create Imports. Please note that you may click on the down arrow in the video's top-left corner to expand and select the Imports video from the playlist.

Access

To access the Imports screen, select Admin from the Main Navigation Menu, then select Integrations > Imports from the Sub-Category menu.

Features

The Imports screen provides the following features related to managing your Import Definitions:

 Searching and Sorting

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Search

The search feature allows you to search for a specified text string anywhere within Import Definition's resource (i.e., the destination table), display name, or internal name.

  1. Optionally, in the search field near the top of Imports screen, enter the desired text string.

  2. Press Enter, or click the search button (magnifying glass icon).

  3. The Import screen is refreshed to show only the Import Definitions that meet your search criteria.

  4. To remove all search criteria, click the remove button ("X" icon).

Sort

The "Sort" drop-down menu allows you to sort the Import Definitions on a variety of different fields. To sort the list of Import Definitions, select the desired sort option from this menu.

  • Created Date (default)

  • Updated Date

Navigation

Once you've found the desired Import Definition, you can navigate to the following other screens:

  • Click the name of the desired Import Definition to navigate to the Import Definition Details screen.

  • Click the user name in the "Updated By" column to navigate to the Console Users screen for that user.

 

 Create a New Import Definition

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To create a new Import Definition:

  1. From the drop-down menu near the top of the screen, select the table into which this Import Definition will write or update data.

  2. Enter the Display Name value for the new Import Definition.

  3. Click create to display the Import Definition Details screen, where you can configure the Import Definition properties.

 

 View or Edit an Import Definition

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To view or edit the details of an Import Definition:

  1. Search, sort, or filter the Imports screen as described above.

  2. Click on the desired Import Definition name. Or optionally, click the Edit icon within the Action column.

  3. The Import Definition Details screen is displayed and populated with all of the information about this Import Definition.

 

 Execute an Import Definition

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Import Definitions can be scheduled to run on a one-time or recurring basis. You can also manually execute an Import Definition as follows:

  1. Search, sort, or filter the Imports screen as described above.

  2. Within the "Action" column click the Upload and Import File icon. A confirmation dialog box is displayed.

  3. Click confirm.

 

 Delete an Import Definition

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To delete an Import Definition:

  1. Search, sort, or filter the Imports screen as described above.

  2. Within the "Action" column, click the Delete icon. A confirmation dialog box is displayed.

  3. Click confirm.

 

 Copy an Import Definition

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The platform allows you to copy an Import Definition to use as the basis for a new Import Definition. To copy an Import Definition:

  1. Search, sort, or filter the Imports screen as described above.

  2. Within the "Action" column, click the Copy icon.

  3. The system creates a new Import Definition and displays the Import Definition Details screen. The default name of the new Import Definition is the name of the original Import Definition, followed by an incremental counter, such as "(1)."  

 

 Download Log Files

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The import process generates various log files, which can be downloaded from the Imports screen:

  1. Search, sort, or filter the Imports screen as described above.

  2. Within the "Action" column, click the Download icon for the desired log file:

  • EDP Log

  • Transofrmation Errors

  • Skipped Records

 

 Back to Integrations Overview

Last Updated: August 2024