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Need to import data?

If you are looking for step by step help on how to import data into your Broadstripes project for the first time, you’ll want to check out the Import Overview article. (The article below focuses on how to work with the data imports index page to see import status and history.)

Intro

Whether you have used data import only once (when you initially brought your worker list into Broadstripes), or you do regular re-imports from other databases to keep your Broadstripes project updated, you can manage all data import tasks and history from the data imports page.

  1. To get started, you can access data imports in one of two ways:
    Click Settings > Data imports in the upper right corner of any page.

Or, from the Project settings page, click the Basic > Data imports link.

  1. The Data imports index page will open. You can view and manage all aspects of your project’s past and future imports from the three tabs on this page (Data ImportsSaved Configurations, and Automated Imports). Learn more about each of these tabs below.

Data Imports tab

Clicking the Data Imports tab opens the Data Imports index page, which lets you view details about all in-process or completed data imports.

How to read the data imports index page

The data imports index page is laid out like a spreadsheet, with a row for each data import, and columns for specific information about that import.

Name

This column displays the descriptive name that was given to the import when it was first created. In cases where an import was not given a name, the actual file name will be displayed (for instance, “workers_local_1.xls”)

Status

This column shows the file’s current stage:

  • Uploaded file has been uploaded, but not preprocessed or imported
  • Preprocessed file has been uploaded, fields have been mapped, and the data import preview has been run, but file has not been imported.
  • Imported w/errors file has been imported, and errors have been recorded (we’ll cover how to see these errors later)
  • Imported file has been imported, and no errors were found

Statistics

This section is divided into seven columns.

Start time, End time, Duration, Creator, Date created

The remaining columns display the time, date and duration of the import as well as the name of the Broadstripes user who created it.

Import new data

You can also import new data from this page by clicking the + Import Data button. To read complete instructions on how to import a new data file, go to the Data import section of the knowledge base.

Saved Configurations tab

Clicking the Saved Configurations tab opens the Saved Configurations index page.

What is a saved configuration?

During the process of preparing a new file to be imported into Broadstripes, admins have the option to save their specifications – including field mappings, matched fields, and other aspects of how the file’s data will be handled as it is imported. Broadstripes stores these specifications in what’s called a “Saved Configuration“.

Saved configurations are especially useful when you’re importing data from an external system and plan to re-import it in the future. Using a saved configuration means the re-imported data will be handled exactly the same way it was handled when it was first imported.

The Saved Configurations tab shows any configurations you’ve saved in the past. The configurations are listed alphabetically by name, and the external system the configuration is tied to is also noted (in the External System column).

You can view the details of any saved configuration listed.

  1. Click on the name of the configuration to open the configuration.
  1. A page will open showing the complete configuration details, including which fields in the import file (labeled “CSV field“) are mapped to which fields in Broadstripes (labeled “Broadstripes Fields“.

You can also see whether the fields are matched (indicated by a checkmark in the “Matched?” column), and if the field is used for creating the shop structure (indicated by a checkmark in the “Department Indicator” column).

  1. You cannot edit a saved configuration, but you can always create new configurations during the data import process. See the Import a spreadsheet article for more details.

Automated Imports tab

If you have extremely large import spreadsheets (75,000 rows or more), Broadstripes support can help you schedule imports to run automatically at off-peak times of the day. If you use this uncommon feature, all pending imports will be listed on the Automated Imports index page.