If you're unable to match the field headers to the field names in Signal Vine, we also support the use of a Field Mapping file (see below). Any columns that do not match a field name in Signal Vine are skipped and not imported. How are fields mapped? Fields are mapped the same way our manual import tool is mapped - it looks at your header row and matches those values to the field names in Signal Vine. Uploads will also fail if there are more than 1,000 errors in the file.Ĭan I tell how many rows were updated, added, skipped or have errors? Yes! The uploaded report after every import includes this information, as do both the success and error emails. If your import file is unreadable, not a CSV or otherwise malformed, no rows will be imported and an error email will be sent. What happens if there’s a problem in my import file? If your import file has a bad row, the import tool will skip that row and otherwise continue the import, but will indicate it both in the report it uploads to the SFTP server and in an error email. What happens if there is no file on the SFTP server to import? The tool will send you an error email. If you want to import very large files every hour, there may be an effective limit based on how frequently the import can be processed, but those files would have to be hundreds of thousands of rows. Once we have all of the above information, we can get started setting up your automated imports. If you are configuring automated import for an active/existing program, speak with our Customer Success team about the best way to test and verify.If you are a new customer or this is for a program that hasn’t launched yet, it’s advised that you verify using your normal account.Do you require a sandbox or testing account to verify everything before it goes live?.What date are you targeting for this to be live?.If you will be uploading multiple files to the same program, we'll need to know the order in which to process them. Do you want the system to email you after a successful import?.If yes, which email addresses should it send to?.Do you want the system to email you if there’s an error in your import?.Add and update - add new and update existing.Update only - only update existing, do nothing for new contacts.Add only - only add new contacts, do nothing to existing.The most frequently the import will be able to run is hourly.We just need a brief description of when you want the import to run - for instance, weekly on Sundays at 1:00 am, or weekdays at 5:30 am.If you cannot match the header row in your CSV file to the field names in Signal Vine, we'll need to know which Signal Vine fields correspond to the values in your header row.Don’t worry, you won’t be overwriting the old files (we renamed them after they’ve been imported - file names are appended with yyyymmdd - hhmmss.processed). We prefer the filename remain the same each time you place it on the SFTP server.If you don't have your own server, we can set you up on ours.įor each CSV file you will be importing, we'll need to know:. ![]() If you would like to use your own server, we'll need:.Success and error emails - which include details about any row errors encountered - can also be sent, depending on the settings you provide. Once the import is complete, the original import file is renamed with the date and time appended to the filename. If that import file exists in the folder, the tool will import those contacts based on the settings you provide for us. ![]() Without getting into the technical details, the automated import tool works by checking an SFTP folder for a specific import file (or files) on a scheduled basis. Our automated import tool makes it simple to stay on top of your student data while maintaining the security and privacy that is essential when transferring sensitive and personal data.
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