Validating and Running Data File Imports

Process Designers can validate files before importing the data to Accolade to view potential errors and a summary of project changes that would occur on import.

Note:  Prior to importing project data to Accolade, ensure that all configuration components referenced in the data tables already exist in the database. The data import process does not create configuration components.

To validate a data import:

1. Add both reference tables to Accolade, using the file names as the reference table names.

2. From the Workspace menu, select Import > Data.

To narrow the list by importer name or type, add the criteria to filter by in the appropriate filter text box.

3. In the Actions column, click Validate next to the importer file containing the reference table pair.

Click the import name in the Name column to view the data reference table.

Validating an import returns a list of potential errors and outcomes that will occur on import. It does not import data or commit changes back to Accolade. The first five numbered rows detail the data that will be imported if run. These include the number of data types created, updated, and deleted, and the number of invalid rows and total rows if the data is imported. If the reference tables fail, the validate results will not display the project outcomes. Print validation results from the dialog by clicking Print.

To import data to Accolade:

1. Add both reference tables to Accolade, using the file names as the reference table names.

Administrators and Process Designers add the initial versions of the reference table pairs. From there, the table owner can update the existing files as needed. The file name prefix identifies the tables as reference tables that contain import data.

2. From the Workspace menu, select Import > Data.
3. In the Actions column, click Run next to the importer file containing the reference table pair.

Click the import name in the Name column to view the data reference table.

4. (Optional) Click in the Status/Result column to access last run results and history including errors, warnings, and abort and cancel information. Correct the errors or warnings to import the data successfully. Print import results and action history from the dialog by clicking Print.

Note:  After the initial import, updated data and configuration mappings can be uploaded using the method above, replacing the existing files, or using automatic loading. If you have a large amount of data to import, Sopheon recommends using a reference table import via automatic loading to perform the import after hours, as large imports can result in system slowness while the import is running.

Canceling and Aborting Imports

Once you've selected to run the import, you can cancel or abort at any time during the import process. This will terminate the import and stop project data from being imported into Accolade.

To cancel or abort an import:

1. From the Workspace menu, select Import > Data.
2. Click Abort to stop and roll back a currently running import, or to remove a pending import.

Note:  Only one project import can run at a time. Each import runs in the order it was selected to run either manually or by an automatic reference table upload. The Autoloader Service that uploads reference tables automatically adds files to the import queue based on the time selected for them to upload. Additionally, the Autoloader service only adds one set of import files at a time and will not add additional files into the queue until the import has completed. However, you can add import files to the queue manually when the Autoloader service has automatically added a file. Use cancel and abort functions to remove imports from the lineup.