Vorlage:Video-Import-Definition erstellen-English

A detailed explanation of the individual steps

To add a new Import definition in the Data Import Manager:

1. Create an Import definition after which your data should be inserted into the MeetingPoint. Select the “Data Import Manager” button in the “Data Import” group in the “*Content” menu bar.
   → The data import manager opens.

2. Choose the “Create” button in the “Import definition” group.
   → A dialogue box opens.

File selection: In the dialog you have the possibility to select a data source from which the data should be read. In the Details area, further meta information can be added to the import definition. As a target for your data you can use an already existing key date in the firesys-MeetingPoint or you can define a new one at this point.

3. Click on “Next” to go to the “File Settings” tab.

File settings: Determine whether column headings are present in the import file If this is the case, the option will not transfer the first line of the file. Furthermore the column delimiter must be specified, so that firesys can recognize and transfer the records correctly.

4. In the area “Number format” the decimal separator and the thousand separator of the import file are set.

5. Click on “Next” to access the “Assignment & Options” tab.

Assignment & Options: In the area “Column assignment and preview” the data records must be structured. The area contains the live view of the import options. To import the data into the firesys-MeetingPoint the columns of the import file must be defined. There are four types for the data columns to choose from:

• account

• name

• value

• comment

6. The account, name and value columns are mandatory for data import; the Comment column is optional. All columns can only be assigned once.

7. In the area “Import options” additional options can be created that are applied when the data is read in. With the help of these options the data can be modelled and then transferred to the firesys-MeetingPoint.

8. In the video, an option is created to divide the account values by 1 million during transfer.

9. There are further options, the choices depend on the “target column”.

10. If you want to work with multiple read options, the order in which the options should be applied must be defined.

11. Click on “Finish” to enter the data import manager.
    → The created import definition is now available.