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How To Use Essential
Essential Import Utility - To ...

Cloud and Docker - Set-up

11min

To import data into Essential Cloud you need to create Import Settings

Setting up your data import(s) for the cloud.

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Import Utility for Essential Cloud & Essential Docker

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Setting Up the Import Utility

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First, you need to set up the Import Utility. From the homepage click on the Import Settings tab

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Step 1

Reference Repositories

FOR Cloud and Docker

To define a new import setting, set the Reference Repository ( Production, Pre Production or Sandbox) in which the import will be based on in terms of classes and slots defined by ticking the relevent checkbox . Click New.

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ο»ΏNOTE: You only need to update the Reference Repository if new classes or slots are added to the meta-model. If you add a new one, make sure the Reference? box is ticked.

Step 2

Data Sources

To define a data source click New. In the β€˜Create Source Repository’ window, add the name of the data source, usually a spreadsheet. Click OK.

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NOTE: You will need to add a new data source each time you want to create a new type of import.

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Step 3

Go back to the homepage and select the Manage Imports tab.

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To set up a new Import Activity Click New and the β€˜Create Import Activity window will appear.

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  1. Name the activity
  2. Select Excel as your import type
  3. Choose the Data Source you set up in Step 2
  4. Click Upload and navigate to and select the spreadsheet to be imported, e.g. the Launchpad spreadsheet
  5. Ignore the other fields and click OK

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Updated 03 Mar 2023
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TABLE OF CONTENTS
Setting up your data import(s) for the cloud.
Import Utility for Essential Cloud & Essential Docker
Setting Up the Import Utility
Step 1
Reference Repositories
Step 2
Data Sources
Step 3
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