The Import section is used to define import layouts that associate fields from a text, excel, or other file formats with the fields in the CDP to place them in the appropriate locations to establish and/or update records. The import definition must be setup and can be used within the automation process.
Step 1 Log into the CDP/CenTrax NEXT
The active Institution and File will display in the upper right-hand section to the left of the name of the user logged in.
Step 2 Click Data Processing
Step 3 Click DataPro
Step 4 Click Import
Any Import Definitions that have already been created will be listed under the Import Job Name list
Step 5 Click on an existing Import Definition to place it in edit mode
5.1 Click the Copy button to make a copy of the currently selected import definition (optional)
5.2 Make any desired edits to the settings
5.3 File Name is for the import file: Select the file
- Click the drop-down arrow to select an existing file
- Click the “Add new file +” button to browse out and select a new file
5.4 Click Save to retain any of the changes made
Step 6 To edit the field definitions, click the Define Fields button
Step 7 To isolate specific fields by the Field Group, click the drop-down arrow in the Field Selector box
7.1 Select the desired field group from the list
7.2 To map a field, scroll to the desired CenTrax Next field
- For Text files, type in the appropriate numeric value in the Position and Width boxes
- For delimited or excel files, click in the Import Column box and click the drop down arrow to select a field from the list
Step 8 To format a date field, click on the CenTrax Next Field Name
8.1 A Date format box will pop up
8.2 Select the appropriate date format for the field
8.3 Click Save
Step 9 To manually select a field from the bottom sample rather than click the drop down arrow to find the field, click the Field Selector button located at the bottom of the page
9.1 Click on the CenTrax Next Field in the list
9.2 Click on the field of data within the data example at the bottom of the page
Step 10 Click Save to retain the field mappings
Step 11 To run the Import Definition immediately, click the Run Now button located in the upper right-hand corner of the import specification window
11.1 When the process is complete, a notification will pop up
11.2 To see results, click on the Results DataPro menu option located on the left-hand side of the page
Step 12 To Delete an existing import definition, click on a definition within the list
12.1 Click the Delete button located at the bottom of the specification window
12.2 Click Yes to the confirmation message
Article Reference CNX602