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.
To change the task order, use drag-n-drop (i.e. drag the task up/down the list).
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 schedule your package for automatic execution. Check Scheduling Packages for more details.
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.
To edit a package, click OBJECTS in the top menu and select a desired package. The package details page will open. In the package editor, you can change connections, add, edit, or delete tasks, enable, configure, or disable package schedule, etc.
For a package that imports manually uploaded CSV files, you can quickly re-upload new files in the following way: on the package details page, on the Model tab, click Reload Source. Then 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.
To edit a task, on the package editor page point to the task and click Edit. Task Editor will open. You can edit an import task in the same way as you create a new one.