Click the New icon in the toolbar to save the current import specification and then reset the page for new data entry.

Click the Save icon in the toolbar to save the current import specification and return to the import specifications listing.

Click the Save and Stay icon in the toolbar to save the current import specification and continue working. 

Click the Save As icon in the toolbar to save the current import specification to a new name. You will be prompted to enter a new name. Click OK to save the import to a new name and then continue editing the import. Click Cancel to return to the existing import without saving.

Click the Delete icon in the toolbar to delete the current import specification. You will be prompted with a "Are you sure you want to delete?" dialog. Clicking Yes will permanently delete the import and then return to the import specifications listing. Click Cancel to return to the existing import without deleting.

Click the Test icon in the toolbar to test an import. Testing an import will perform a sample data import from a test file using all of the information entered on the import specification and then outputs the results to the screen where it can be viewed and validated. Typically a test is performed to ensure that the correct data fields are being imported and all data conversions, formats, and formulas are working correctly.

After clicking the Test icon, you will see a dialog requesting additional information:

• Commit Mode: Select one of the options (Insert, Update, Delete, Upsert) to use in the test.
• File Name: Browse for the file to use with the test.
• Transactions to sample: Enter the number of records to run through the test.
• Write records to disk: Enable this checkbox when you are ready to actually write the data to the file as part of the test.

Click the Continue button to view the import results or click the Cancel button to return to the Import Specification page.

For this feature to work correctly you will need to: 1) Add the Kourier website as a trusted site so pop-up dialogs appear and 2) enable the automatic prompting for downloads option in your browser's internet options (e.g., for Internet Explorer this setting is found in Security | Custom Level dialog).  

To see the runtime statistics for an individual import, click the Statistics icon from the toolbar. This will take you to the Import Specifications Listing which displays all import statistics that have been captured for the import. 

Click the Help balloon to open the help for this page.

Field Name

Description - Usage - Notes

Name

Enter a unique name for the import. By convention, imports are named using an Integration ID such as KS for KommerceServer, followed by an underscore and a string that describes its purpose (e.g., KS_CONTACTS). 

Title

Enter a short descriptive name for this import. This name is displayed in on-line lookups.

Supported Operations

An import is typically designed for specific types of transactions (Insert, Update and Delete), and using the supported operations allows you to indicate what types of transactions you want to allow and Kourier will manage this for you without you having to write any code to enforce the rule.

Select from the drop down list the type(s) of file time operations that can be performed by this Import Specification:

This may override any event handlers if the supported operations are inconsistent with the state of the record after it was read. For example: if after the record was read it is determined that it is a new record, and the Supported Operations do

Log Transactions

Enable the checkbox if you would like to enable transaction logging for this import specification. The default is normally true.

Notes

Enter a free form comment or note for this Import Specification. If a note is entered, a small icon will display on the Import Specification listing. Hovering your mouse over the icon will display about 40 characters of the note.

Source File Mask

This field is very important because it determines which files in the import "inbox" will be selected for processing. Enter a file mask that best describes the file names / pattern that you will be processing. You can use literals and wildcards the same as UniBasic does. Refer to the UniBasic operator "MATCHES" for more information.

If you had file names that follow a pattern such as: Location01.csv, Location999.csv, etc., you could use a file mask like this to select and process those files: "Location"0X".csv" where Location is a literal, 0X, and ".csv" is the literal file extension. 

Format

Enter the format of the import file to be processed:

Text Qualifier

Select the text qualifier that best describes how text values or strings are identified within the file: None, Single Quote (') or Double Quote (").

First Row Contains Column Names

Enable this checkbox if your import file has a row at the beginning of the document that includes the column names. This will cause the first row to be skipped during processing.

Row Delimiter

Select the row delimiter that best describes rows are identified within the file:

1. {CR}{LF}: Carriage return and Line Feed
2. {CR}: Carriage return only
3. {LF}: Line Feed only

Target File

Enter the name of the file that will be that will be updated with the imported data.

Event Handler

Select the Event Handler for which you want to view/edit and click the edit icon . Events that contain code will be displayed in angle brackets (e.g., <Before Read>).

Available Event Handlers are:

• Declarations
• Before Read Handler
• After Read Handler
• Before Update Handler
• Before Delete Handler
• Wrap Up Handler

Each Event Handler has a specific timing and usage during an import, which is explained in the Import Specification Event Handlers topic.