Import package is a specific kind of a package, which loads data to a cloud CRM or a relational database. Data can be imported from a cloud CRM, relational database, or CSV files.
Creating an Import Package
To create an import package, click +NEW in the top menu and select Import in the Integration column. When the package details page opens, perform the following steps:
- Specify a source connection you import data from and a target connection you import data to;
- Create import tasks for the package;
- Optionally schedule the package for automatic execution.
Source and Target Connection
There are three scenarios of data import from source:
By default, data are imported from manually uploaded CSV file(s).
As a second scenario, data can be imported from CSV file(s) uploaded to a file storage service. If you want to load data from CSV file(s) stored in a file storage service or FTP, click CSV from storage service under Source Type.
Then, select a connection to your storage service or FTP from the Connection drop-down list or create a new one if you have not created it yet. See the topics in the File Storages section to find out how to create a connection to the corresponding file storage service.
As a third scenario, data can be imported from database or cloud app.
If you want to select this scenario, click Data Source database or cloud app under Source Type and select the corresponding database server or cloud application from the drop-down list. If you haven’t created the source connection yet, click +New connection and specify the connection parameters in the opened Select Connector page. See the Connections section for more details.
In the Connection list, select the corresponding database server or cloud application from the drop-down list. You can use the Type to filter box to quickly find the necessary target connection.
If you have not created a target connection yet, click +New connection and create a new connection. To learn more, go to the Connections section.
Creating Import Tasks
To create an import task, click the Add new link and configure a new import task as described in the How to Create Import Task topic.
Task Execution Order
By default, Skyvia analyzes data relations and lookups and executes tasks in order depending on these relations. If tasks are not related, Skyvia may run up to four tasks in parallel.
If you want to run your tasks exactly in the same order they are listed in the package, select the Preserve task order check box in target options.
Other Package Settings
You can rename your package by clicking and editing the package name. The default package name is Untitled. Please note, if you omit this step, the package name will remain Untitled in the list of created packages.
You can also schedule your package for automatic execution. Read more about it in the Scheduling Packages topic.
After you have configured your package, click the Create button.
Editing Existing Package
Editing existing package is performed via the same package editor page with the same interface elements as when creating a new package.
The package editor page allows you to check or edit package connections, add new tasks to the package, edit or temporarily disable existing ones, or delete them completely if needed. In the package editor, you can also enable/disable a new runtime mode as well as change the scheduled execution time of a package.
To edit a package, click OBJECTS in the top menu, navigate to the Packages tab and select the required package. For a quicker search, use multiple package filters. You can filter packages by their types, status, by the connector used in the package, etc.
Editing Tasks in the Package
Except editing the entire tasks in the task editor, you can temporarily disable some of them and enable them later when needed in the package itself. This feature is useful when you have several tasks in the package and need to run only one or several of them without deleting others.
To disable a task, click the More Options icon next to the required task and select Disable in the drop-down menu.
You can also make notes or leave comments under tasks if needed, which helps you better and quicker identify the required task among several available ones. See the screenshot below.
For packages that import manually uploaded CSV files, there is another option available. You can update an old CSV file with a new one by clicking Reload. In the opened window, browse to the necessary file and upload it. Note that this file must have the same columns as the previous one. Otherwise, you may need to edit a task and reconfigure the mapping.