Data Import

Data Import feature, an invaluable enhancement to our Task module. With Data Import, users gain seamless and efficient capabilities to import data from external sources directly into the app. This feature offers support for importing data in CSV or Excel formats, providing users with flexibility and convenience for tasks such as data migration or updating existing records.

To leverage the Data Import feature, users simply need to select the desired object and import the corresponding CSV or Excel file into the Grid Map. By mapping the fields between the external data source and the application, users can effortlessly import the data and automatically populate the relevant fields within the selected object.

  • Open an App In Design Studio from Valorx Fusion and click on Tasks.

  • Click Data Import and now select New Data Import task.

  • Select the Name, Object, and Map from the drop-down.

  • Click Add Condition Filter and add any filters as per the requirement.

  • Check in the Add Condition Filters Logic in case we need to add any logic filter.

  • Click Save.

Tip: Enabling the "Allow user to change Map in Runtime" option will disable the condition filters and allow users to change the maps in runtime.

  • To create a workflow, navigate to the Workflow and UX section.

  • Save the application and execute it. Open the runtime file, and click on the button that was created in the workflow.

  • To upload a file, either click on "Select file here" or simply drag and drop the file into the designated area.

  • After selecting the file, click on "Next" to proceed.

  • If the file contains headers in the first row, check the box labeled "Sheet Contains Headers".

  • To save the mapping for future use, select the "Remember my mappings" option. This will store the mapping locally and make it available in the dropdown for future reference.

  • To map the fields, either choose from the dropdown or modify the mapping by selecting "Change".

  • Hover over the "Step contains import conditions" to view the added conditions for the import task.

  • Once ready, proceed by clicking on "Next".

Tip: First-time users, it is necessary to map the columns with the fields in the imported file.

  • After importing the file, a window will display a Summary of the imported data. To proceed, click on the "Next" button.

  • Once you click "Next," the application will execute the import process for the data.

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