- Time required: 5 minutes
You must have:
- Access to a workspace.
- Admin permissions for that workspace.
In this guide, we will quickly go through the high-level steps of how to get a data import set up in your workspace.
Each data source for a data import require different settings and configurations to work, and information about these specifics will be displayed on the right of your screen as you set up your data import.
- When in your workspace, click your profile image in the top-right of the screen, and select
Data Importsfrom the drop down menu.
- Click the
Importbutton just below your profile image.
- At the top in
Import nameadd a name for your data import.
- Then below that choose your data source. When you click on one you will see helpful documentation on the right side of your screen.
- In the first section
Data source settings, fill in the required settings which are marked with a
- In the second section
Clean, transform and organise, decide if you want to use our default data import script but leaving
Default Actionsselected, or select
Advancedand supply your own custom script.
- In the third and last section
Automate your import, you can choose how often your data import should run. There are a few example schedules or you can use
Customto create your own.
Save. A green bar will appear at the top of your screen telling you your data import was saved.
- Head back to the
Data Importsscreen, where for the next 1 to 2 minutes a
config jobwill be running on your data import. This will set everything up and commit your new data imports’s changes to your workspace repository.
- Once the
config jobhas completed you are free to run your data import, or leave it to its schedule.