Data Imports

Data Import Schedules

Data Import Schedules gives the user the ability to import data into AIM using spreadsheets and from third party software files.  Please see the KBA - Data Imports for more detailed information.

Import Details

• Import Type: Select from the list of applicable types of data that can be brought into AIM. This is a required field.
• Code: The corresponding Import Code.  This is a required field and must be unique.
• Description: The description of the import.
• Source Folder:  Will contain the file to be processed whether its manually inserted into the folder or has been pushed from a third party software service such as AEI, PMSI, WEM, or Repete.
• Output Folder: After an import is processed, the file will be renamed to add a prefix detailing the date the file was moved. The original file name remains in the last part of the processed file name.  To reprocess the file, move the file back to the Source Folder and rename it to its original name.
• Overwrite duplicate records: Overwrite duplicate records by selecting the checkbox.  If all data matches, the record is overwritten when this box is checked.  If the box is not checked, the record will be duplicated upon processing.
• Schedule Imports: A schedule can be selected that will allow files that are inserted into the source folder to be automatically ran at a selected time (hourly, daily, weekly and monthly).
• Schedule Time:  The time the import will run.

Data Map

The second tab of the schedule configuration “Data Map” lists the source field on the spreadsheet for each column.

 The spreadsheet for each import can be downloaded from the "Import Map" tab of the data import schedule form by clicking the button in the top right corner.

Import History

The third tab of the form “Import History” serves as a record of the batch showing errors or warnings associated with the import. 

View This Batch. View further information about a selected batch, such as imported records, updated records and errors.

Process This Batch. Roll-back and re-process the selected batch.  If the file remains in the import directory.

Delete Selected Batch. Delete the selected batch and any imported records.

Remove Batch. Once you have confirmed a batch, you can remove it from the list to prevent it from ever being deleted or reprocessed.

Currently, AIM has the capability to bring in the following pieces of Data:

Data Import Maps