How to Create Import Task

Skyvia integration packages can include one or more tasks. Import task imports data from a file, cloud application object, or database table or view to one or more target tables or objects.

To create an import task, click the Add new link on the right of package details page. Note that the package should have a valid connection before creating or editing tasks. When the Task Editor opens, perform the following steps to create the task:

  1. Specify the source file, cloud application object, or database table or view to import data from, and, if necessary, configure data filtering.
  2. Specify the target object (table) or multiple objects (tables) to import data to and the operation to apply when loading data.
  3. Configure mapping of target columns to source columns, expressions, constants, lookups, etc.

Task Editor consists of three pages: Source Definition, Target Definition, and Mapping Definition. Each of these pages provides settings for the corresponding actions listed above.

You can switch between these pages by the corresponding icons in the editor header and by clicking the Next step or Previous step buttons.

Source Settings

Settings for CSV File Source

  1. If you are importing a CSV file from your computer, drag your file to the drop here your file, or browse area or click the browse link and upload the CSV file to import.

    Source CSV

    If you are importing a CSV file from a file storage service, select this file in the CSV Path drop-down list. This drop-down list displays folders and files from the specified source connections. You can open and close folders by clicking them. By default, data import is configured using single CSV files.

    You can also configure import using file masks for Dropbox, FTP, and SFTP storage. This allows you to specify a file mask with a date/time template. Each time the package runs, a date/time template in the file mask will be substituted with the current date and time of a file.

    To use file masks, click Use File Mask under CSV Mode. Select a folder to load files from, specify file mask and timezone to use. See Importing CSV Files via File Masks for more details.

    Use File Mask

    When importing data to relational databases and to some of the cloud data sources, Skyvia supports importing binary data as a ZIP archive with binary files. You can add this ZIP archive to import together with your CSV file. For example, you can import Salesforce attachments and provide the attachment bodies as files in a ZIP archive. See Importing Binary Data for more details.

    Importing binary data as a ZIP archive is supported only to target fields of certain data types. See the list of the supported data types and sources in the Importing Binary Data topic.

  2. Specify the CSV options if necessary.

    CSV Options

    When setting CSV options, take a look on the Columns grid below, which displays the list of the detected columns and allows you to explicitly specify column data types. If the columns are not correctly detected, this often means that CSV Separator, Code Page, or Text Qualifier settings are incorrect, and you need to set them to correct values.

  3. If necessary, select the data types of the columns in the corresponding drop-down lists in the Columns grid. This may be necessary when you use a numeric or date/time column in Expression Mapping, and its type is not determined automatically.
  4. Click the Next step button at the bottom right of the dialog box to open the Target Definition page.

Settings for Database or Cloud Source

  1. Select the source table or object from the Source list. You may use the Type to search box to quickly find the necessary object.

    Source list

  2. Optionally configure filters for data to import. See Filter Settings for more details.

    Filter

  3. If the source is a cloud application, like Salesforce, HubSpot, etc., you can optionally import only recently inserted and updated records from it using the State Filter parameter.

    For this, click Inserted or Updated in the State Filter group. The Inserted filter imports records created since the previous package run (or package creation, if the package was never run). The Updated filter imports both records that were created and records that were modified since the previous package run.

    Note that the source object in a cloud app must have fields storing the record creation and last modification timestamps in order for the corresponding filters to be available. If the object does not have one or both of such fields, the corresponding filter or both of them will not be available. See more details in the Importing Only Recently Added or Changed Data from Cloud Sources topic.

    State Filter

  4. If the imported table or object has foreign keys, you can optionally join the fields of the referenced objects to the import. For this select the check boxes for the corresponding relations under the Filter settings, after Related. After this, you can use the fields of the selected related objects in mapping.

    Related Objects

Target Settings

  1. Select the object to import data to from the Target list. If you want to import data to multiple related CRM objects or database tables, you need to select the main object first, and related objects (that have a foreign key to the main one) are selected after it. You may use the Type to search box to quickly find the necessary object.

    Target list

  2. If you want to import data to multiple related objects, click the +Related button and select an object related to the main one in the new drop-down list box. Repeat it until you add all the necessary related objects. Note that you can add not only objects related to the first one, but objects related to any of already added objects by clicking the +Related button near this object. Please note that you can perform only the Insert operation into several related objects.

    Related object

  3. Select the type of operation for the task: Insert, Update, Delete, or Upsert. Click the corresponding button near Operation. You can find more details about Upsert option in the Performing UPSERT Operation topic. See also Performing UPDATE and DELETE.

    Operation type

  4. Click the Next step button at the bottom right of the dialog box to open the Mapping Definition page.

Mapping Settings

On the Mapping Definition page, you should configure mapping of target columns to source columns, expressions, constants, lookups, etc. Columns with the same names in source and target are mapped automatically.

You must map at least the target columns marked as Required in order for the task to be valid. When importing data to multiple related objects, you need to specify mapping for all the target objects (at least, their Required columns) selected on the Target Definition page. Configure mapping for the main object first, then you can select other target object in the target table name list and map the columns of this object. Repeat this for all the objects, selected on the Target Definition page.

Mapping

The Mapping Definition page displays a grid with the target columns on the right and their mapping on the left. To map a target column, you need to click its row, then select the kind of mapping in the topmost drop-down list, and after this specify the necessary parameters for the selected kind of mapping. To see the description of the available mapping kinds and their parameters, go to the Mapping section.

Mapping column

The simplest way to import data is to map necessary target properties/columns to the source columns directly. For this, click a target property and then select the corresponding source file column in the corresponding drop-down list.

Mapping column

If you are importing data from a database table or cloud object, and you would like to import related data as well, select the corresponding check boxes next to related objects on the Source Definition tab. When you do it, you can later select columns of the related data as well as columns of the imported object or table on the Mapping Definition tab.

When editing a task, on each of the steps you can reload metadata from source and target connections by clicking the Refresh button in the bottom left corner of the Task Editor.