Data Import Templates

To import data (entity records) along with its metadata from another source system follow the instructions below:

IMPORTANT!  
Before importing, go to the source system and export the data in an Excel file.
Do not include the source primary keys in the data exports. Primary keys are generated automatically by the system.
Make sure to include in the source export any attributes that are required in the destination entity, otherwise the import will fail.
  1. In FintechOS Studio, go to Main Menu > Evolutive Data Core > Data Import Templates > Insert.
  2. Fill in the Name for the package, the destination Entity, and any applicable Unique Constraint (see Entity Unique Constraints for details).
  3. Click Save and Reload. Two grids will show up: List of Data Import Attributes and List of Data Imports.
  4. In the list of data import attributes, click Insert to specify the entity attributes you wish to import. For each attribute, fill in the following fields:
    • Name of the Attribute you wish to include. Be sure to include all attributes that are part of the unique constraint if applicable.
    • The corresponding Column Name.
      IMPORTANT!  The name must be the same as the name of the column in the Excel file.
    • DateTime format and Data Import Attribute Type.

  5. Click Save and close.
  6. In the list data imports, click Insert.

  7. Fill in the following:
    • Status - This is auto-filled. The options are:
      • New (this is the initial status of an import before the ''Start import'' button has been clicked)
      • Imported (this is the confirmation if the import was successful)
      • Error (this is the status if the import failed)
    • File - Add the Excel file here.
    • Data Import - Name of the template.
    • Rollback when error - Enables you to revert to the initial state of the data base if the import fails.
    • Allow Partial Import - Skips the Excel rows that generate errors without stopping the entire import process. Skipped records and the reasons for failure are recorded in the data import log.
  8. Click Start Import. The process is recorded in the Data Imports Log. If there is an error, the detailed error messages are displayed in the grid.
  9.  Click Save and close. Repeat as many times as needed.