AX2428

Managing imports

Using the Imports menu, you can create, edit, and delete imports as needed. Each import can import data from a designated source to a designated destination table.

For information on how to execute an import, see Executing imports.

Creating an import

Only administrators and users with the Administer Imports security permission can create imports. Non-admin users must also have read/write access to at least one folder in the Imports Library, in order to have a location to save the newly created import.

  1. On the Axiom tab, in the Administration group, click Imports > Create New Import.

    NOTE: In systems with installed products, this feature may be located on the Admin tab.

    TIP: You can also create new imports by right-clicking the Imports Library in the Axiom Explorer dialog or the Explorer task pane.

  2. In the Create New Import dialog, select one of the following and then click OK.

    • Create from scratch (default): Create a new import starting with blank import settings.
    • Create from existing: Create a new import by copying an existing import. If you select this option, then select the import that you want to copy from the list in the bottom of the dialog.

  3. In the Import Wizard dialog, complete the settings on each tab as appropriate. For details on specific import settings, see Import Wizard.

    If you copied an existing import, that import's settings are copied into the Import Wizard, and the import is named "Copy of ImportName." Edit these settings as appropriate for the new import.

    You can move between tabs in any order, however, before you can save the import, all required settings must be completed and no invalid settings must be present. If errors exist, an error message displays at the bottom of the dialog; you can click the error link to be taken to the tab with the error.

  4. When you are finished completing the settings and no errors exist, click OK to save the import.

  5. In the Save As dialog, navigate to the folder where you want to save the import, then click Save. By default, the import will be saved to the root of the Imports Library. You can create a new sub-folder from this dialog if desired (and if you have the appropriate permissions).

Once an import has been created, it becomes available on the Imports menu (to users with the appropriate permissions). Imports are listed in alphabetical order based on the import name.

Editing an import

You can edit existing imports as needed, as long as the import was not installed by a product package. Only administrators and users with read/write access to the import file can edit imports.

Product-controlled imports are locked and cannot be edited. Some of these imports may be designed to work as is, without customizations. If customizations are required, you can create a copy of the product-controlled import and make customizations in the copy. If the original import is later updated by the product, you can review the original import to see the changes that need to be made in your copy (or you can create a new copy of the import and re-make your customizations as needed).

To edit an existing import:

  1. On the Axiom tab, in the Administration group, click Imports > ImportName > Edit.

    NOTE: In systems with installed products, this feature may be located on the Admin tab.

    TIP: You can also edit an import from the Axiom Explorer dialog or the Explorer task pane. You can double-click an import in the Imports Library to open it.

  2. In the Import Wizard dialog, edit any import settings as desired. For details on specific import settings, see Import Wizard.
  3. Click OK to save your changes the import, or click Save As to save the edited import as a new import file.

Deleting an import

You can delete an existing import if it is no longer needed, as long as the import was not installed by a product package. Only administrators and users with read/write access to the file and its folder can delete imports.

Product-controlled imports are locked and cannot be deleted.

To delete an import:

  • On the Axiom tab, in the Administration group, click Imports > ImportName > Delete.

    NOTE: In systems with installed products, this feature may be located on the Admin tab.

    TIP: You can also delete an import from the Axiom Explorer dialog or the Explorer task pane.