Import source: Delimited file

Select Delimited File to import data from a delimited text file, such as CSV or TXT files. The first row can optionally contain header names.

If your Axiom Software system is hosted on the Axiom Cloud Service, and you are not using the "prompt for file" option (see the File Location setting), then you must specify a remote data connection so that the cloud service can read the file located on your network.

You can select any remote data connection defined in your system, or you can enter an import variable name. For example, you can enter the built-in system variable {DefaultRemoteDataConnection} to automatically use the default remote data connection for your system. For information on how the default remote data connection is determined, see System variables.

Remote data connections are defined in Scheduler. For more information, see Managing remote data connections.

If no remote data connections have been defined in your system, then this setting does not apply and will not display.

The name and location of the source file. Select one of the following options:

• Always use this file: Select this option if the file name and location is always known. In the File box, enter the path and file name. You can click the folder icon to navigate to the file.

  The file path must be a UNC path (i.e. \\servername\foldername\filename). If you enter a mapped drive, it will automatically be converted to a UNC path.

  The location of this file must be accessible to the Axiom Application Server. When you specify a file, Axiom Software will validate whether the application server can access the file, and will display an error if not. For assistance in resolving this error, see Troubleshooting file access.

• Prompt for file during execution: Select this option if you want the user to be able to specify the file when running the import. If desired, in the Folder box, you can specify a folder location. When the user is prompted to select a file, it will open to this folder by default. The user can still browse to a different location.

  In this case, a copy of the specified file is uploaded to the application server for processing. Once the import is complete, the temporary copy of the file is deleted.

  NOTE: Files greater than 100 MB cannot be uploaded using the "prompt" option. While it is possible to increase this limit, it is not recommended. Instead, you should use Always use this file if you need to import a file larger than 100 MB. Please contact Kaufman Hall Software Support if you need assistance with a large file.

Variables can be used to specify the file name or location. See Using variables in imports.

Select this option if the first row of the file contains column names. If the first row of the file contains data, leave this option unchecked.

Select this option if the import file has data where a field value splits across rows (within the text qualifier). For example:

If this option is selected, then the split value will be read as a single import value.

In the box to the right of the option, enter the delimiting character used in the source file. For example, if the delimiter is a comma, enter a comma into the box.

If the delimiting character is a space or a tab, place your cursor in the box and press the space bar or the tab key. The character will be indicated in parentheses to the right of the box (since the character is not visible in this case).