User Guide

10.4

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Importing Data

You can import data in bulk into

Supplier 360

. The import operation allows you to import multiple records and relationships from a source file into Data Director.

In the left navigation pane, click

New File Import

The

New File Import

page opens.

To select the file to import, drag and drop a CSV or Excel source file or click

Browse

and select the source file.

The source file data uploads.

You cannot import file names with special characters.

Click

The source file with the imported data displays.

In the

File Properties

panel, specify the following import file properties:

Property	Description
Delimiter	Character that represents the break between data values in the import file. Select a predefined delimiter or select Other to define a custom delimiter.
Text Qualifier	Symbols used in the file to enclose a string.
Code Page	Select the unicode encoding standard.
Import Data from Line	Select the row of the source file you want to import data from.
Column Header in Row 1	Select the row header number you want a column.
Regional Settings	Set the date and time formats based on your geographical location.
Date Pattern	Date format for the date fields in the import file.
Decimal Separator	Decimal separator. Choose a comma or a period. Default is a period.
Thousand Separator	Thousand separator. Choose no separator, a comma, or a period. Default is no separator.

Click

The

Map Fields

page displays the source file data, the system suggested targets and the confidence indicators.

You can perform the following actions:

To accept the system suggested mapping, click

. The suggested mapping appears under the Business Entity.

To reject the system suggested mapping, click

Reject

To partially accept the system suggested mapping, select the checkbox next to the business entities and click

Expand the business entities or relationships to review the list of mapped target fields. Filter the mapped target fields to view how the target fields were mapped.

Click the

Show

drop down list.

A list of filter options appear. Select one of the following options:

Filter Option	Description
Mapped	Displays all mapped source columns and target fields.
Unmapped	Displays all unmapped source columns and target fields.
User Mapped	Displays all user mapped source columns and target fields.
Auto Mapped	Displays all system mapped source columns and target fields.
All	Displays all source columns and target fields.

Click

The

Preview and Import

screen opens.

To specify the source system you want to import from, select an option from the

Source System

drop down.

If you see a preview error in any field, your source file might have an invalid value. For example, if a social security number field contains alphanumeric characters, a preview error appears. You must correct all preview errors in the original source file and import the file again.

You can preview the records before you import the file. Click

Show Preview

Click

Import

After the import process is complete, the My Jobs window displays the number of imported records, rejected records and unprocessed records.

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Table of Contents

User Guide

User Guide

Importing Data

Importing Data