File Importer

Modified on Thu, 7 Aug at 11:02 AM

Introduction

In today’s data driven world, information often needs to be moved between systems, formats or platforms. Whether it’s uploading CSV into excel, or syncing data into Managementstudio, this task is usually handled by a file importer. File importers are essential for enabling interoperability between systems, reducing manual data entry and speeding up data processing. The file importer connector consist of the following panels:

File Import Status
Import #1
Import #2
Import #3
Import Links
Troubleshooting

An Administrator has the ability to toggle between OFF/ON within the following panels described below.

File Import Status

The table below provides information on the elements within this panel.

UI Element	Description
Run File Import	A button to run the File Import sync now.
Schedule File Import #1	Specify the times to run the File Import.
Schedule File Import #2	Specify the times to run the File Import.
Last Import Date	Displays the last time the File Import ran successfully.
Current Task Progress	Displays the current task progress.
Overall Progress	Displays the overall progress of the File Import.
Import Log	Text box used to display the File import logs.
Email Logs To	List of email addresses to email a copy of the import log at the end of the sync. Use ; for multiple list for example t@blogg.com;Accounts@blogg.com.

Import #1

UI Element	Description
ManagementStudio Module	Specify the required module to update.
Create New Module Items	Create a new item if no matching record is found in eisting items.
Update Existing Module Items	Update an existing item if a matching record is found in the imported data.
Pre-Process Data ScriptId	Script to run before reading the import file, this can be used to put the import file in place.
Post-Process Data ScriptId	Process the imported data through this script before sending it for further processing.
File/Folder/Url	A file, folder or Url of the file(s) to import. This location must be accessible from the ManagementStudio server.
File Filter	If a folder path was provided a filter on which files to import can be applied. E.g. 'My_import_*.csv'.
Excel Worksheet Names	A comma delimited list of worksheet names to import if this source is an Excel document.
Adv. Options	Use the toggle to hide or show the advanced options.
Move to Process	Move a matched item to this process using a specified path (e.g. 1. Discovery\Import).
Add to Blueprint 1	Add a new or existing Item to this Blueprint using a specified path (e.g. Imports\ServiceNow).
Add to Blueprint 2	Add a new or existing Item to this Blueprint using a specified path (e.g. Imports\ServiceNow).
Import Blanks	Force imported blank values to overwrite existing data (default behaviour prevents overwriting with blank values).
Field Mapping	Create a mapping table to link source fields to ManagementStudio (MS) fields. Use the 'M' field to identify matching fields. Example Match App Vendor, Name, and Version from source data to MS data
Find/Replace	Apply basic pre-processing to the source data before importing. Use this option for find and replace operations. Example replace 'Adobe Inc' with 'Adobe'.
Test Retrieval	Run the data retrieval portion of the connector to preview the results. It doesn't import the data.
Test Import	Run the data retrieval and import portion of the connector in preview mode. It doesn't import the data.

Import Links

UI Elements	Description

Troubleshooting

UI Elements	Description

How File Importer Work

Further Support

If you require further support, please visit ManagementStudio's Service Desk to search the knowledge base or create a new support ticket.