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Profiles
How to add a profile and import data using a profile.
Profiles are import configuration settings saved for later use. Often, you will be importing data into the same Stream from the same source, so you can setup a profile to skip the mapping screen on each import. When you create a Profile, you are storing the mapping info, destination Stream, and CSV format options.
- From the default Admin screen, choose the Add a Profile button near the top right.
- Enter the following field information:
- Profile Name -- The name of the Profile for future reference
- Example File -- The CSV file with the expected fields; used in mapping the source fields to destination fields
-
Delimiter -- The delimiter of the CSV file; probably
, -
EOL -- End of Line character in CSV file; probably
\n -
Enclosure -- Each data column enclosure character; probably
" - Stream -- Choose a destination Stream to import to
- Click on the Save button and get ready to map!
On this screen you will map your source data fields to your destination data fields. This is done in case your field names do not match.
You will choose your source field on the left, and the matching destination field on the right.
When all are mapped correctly, click on the Save button to continue.
Your Profile is now setup and you are ready to import data.
Once you have setup your Profile, you will import the data with these steps. First, click on the Run button of the correct Profile on the Profiles screen.
Here you will pick the file to import. The files you used while creating a Profile will be shown here, or you can upload additional files through the Files module.
Choose the correct file and click the Next button.
Your import is now complete! Enjoy.