Import Tool

Submitting an Import job through the Import Tool allows you to use the powerful mapping capabilities of DExTr to import data into ONEcount. Import Jobs are scheduled by the system and run every hour. Jobs run in parallel and can take from a few minutes to several hours to complete. You can enter an e-mail address into your job. If you do, an e-mail will be sent to the e-mail address when your job completes, including relevant information about errors, problems with the job, etc.

To start, choose Import/Export Tool under Utilities on the main menu:

You will see a list of import jobs that are already in the system. Click Create New Import/Export job in the upper-right corner to create a new import job:

Now you'll create your import job. First, give the job a name and a brief description.

Next, choose which DExTr mapping you will apply to this import. These are the mappings you created in the DExTr screen.

Now choose whether the file should be accessed via FTP, SFTP, or URL. We recommend using SFTP or an HTTPS URL, since most imports involve some sort of PII. You will need to enter the full file path to your file, including the file name.

For example, if you are importing a file called CRM-data.csv, and  your file is on an SFTP site and it is in the /files/outgoing/, then in the File Path field you would enter: /files/outgoing/CRM-data.csv.

For repeat imports, some customers use a naming convention with a date place-holder in it. The macro is identified by a pair of %% markers on each end. It's definition is:

YYYY – four-digit year

YY – two-digit year

MM – two-digit month

DD – two-digit date

Using this placeholder, you can specify files such as the following:

file-%%MMYY%%.csv  or file-%%MMDDYYYY%%.csv

Please note that when using a date placeholder, ONEcount will only import a file if the date is today's date.

When using a dated naming convention, ONEcount will import files only with a matching date. In other words, if the file name is file-12252019.csv, ONEcount will only import that file on December 25, 2019. On the other hand, if the file name is file-%%MMYY%%.csv, it will import a file named file-1219.csv every day in December 2019.

After the file name, enter the e-mail address that you would like to receive a summary of the import process. You can enter a comma-separated list of addresses.

Next enter the FTP/SFTP/URL login credentials required by the remote system. ONEcount will use these credentials to fetch your file and import it.

Finally, choose the frequency for this import. Available options are Daily, Monthly, One-Time or Weekly.

When you are done, hit Save and your Import Job will be saved into the system. It will run the next time ONEcount scans your queue for jobs, and you'll receive an e-mail notifying you when the job is completed.