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Creating A Data Import In Your Workspace

  • Time required: 5 minutes

Prerequisites

You must have:

  • Access to a workspace.
  • Admin permissions for that workspace.

Introduction

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.


Set Up Steps

  1. When in your workspace, click the Lab button on the menu, and select Pipelines from the menu.
  2. Click the + Import button just below your profile image.
  3. Choose your data source. When you click on one you will see helpful documentation on the right side of your screen.
  4. At the top in Name add a name for your data import.
  5. Expand the settings menu(s) and fill in the required settings which are marked with a * or Connect to Google.
  6. In the second section Clean, transform and organise, decide if you want to use our default data import script by leaving Default Actions selected, or supply your own custom actions or script.
  7. 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 Custom to create your own.
  8. Click Save. A green bar will appear at the top of your screen telling you your data import was saved.
  9. Head back to the Pipelines screen, where for the next 1 to 2 minutes a config job will be running on your data import. This will set everything up and commit your new data imports’s changes to your workspace repository.
  10. Once the config job has completed you are free to run your data import, or leave it to its schedule.