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  1. Preface
  2. Introduction
  3. Getting Started
  4. Data Director with Business Entities
  5. Data Director with Subject Areas
  6. Hierarchies and Relationships
  7. Workflows and Reviews

Importing Source Data from a File

Importing Source Data from a File

Use the import wizard to import the data from the source file to the Operational Reference Store.
Data Director
uses the Services Integration Framework Put API to import the data.
You cannot roll back changes after you start the import process.
  1. In the navigation bar, click
    New
    . Select
    Data Import
    and the type of subject area.
    If you do not see the
    Data Import
    option, the IDD application is not configured to show the option and enable data import. Contact the MDM administrator.
    The
    General
    page of the import wizard opens.
  2. If the template contains more than one import profile, select the import profile that you want to use from the list.
  3. Click
    Browse
    and select the source file.
  4. Click
    Next
    .
    The
    Import Properties
    page opens.
  5. If the source file is a
    .csv
    file, specify the following properties:
    Property
    Description
    Delimiters
    Specify the character that represents the break between data values in the source file.
    Code page
    Specify the character encoding to use to interpret the data in the source file.
    Text qualifier
    If quotes appear around text strings, specify the type of quotes.
  6. If the source file is an
    .xlsx
    file, from the
    Worksheet name
    list, select the worksheet that contains the data.
  7. To control what data is imported from the source file, set the following properties:
    Property
    Description
    Header
    If you want to omit the first line or row because it contains headings rather than data, select
    First line is header
    .
    Start value import at line
    If you want to start the import somewhere other than the first line or row, enter the line number.
  8. Review the preview of the data.
  9. Click
    Next
    .
    The
    Import Progress
    page opens.
  10. Click
    Start
    .
    The import process starts. When the import process ends, a message appears.
    For worksheets, the process attempts to import rows that contain data, rows that are empty but formatted, and rows that are empty but appear between rows that contain data.
    Data Director
    rejects the empty rows without processing them.
  11. Click
    Finish
    .

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