Automatic Database Import Guide via SFTP
The process aims to automatically synchronize contacts from external platforms through the exchange of files in an FTP/SFTP repository. This allows for the easy and fast incorporation and/or massive updating of contacts. This functionality can create new profiles automatically and without prior definition, and then synchronize them, or it can perform this activity on an existing profile.
The file must follow the following nomenclature PROFILENAME_[UNIQUEID].[csv|txt]
The first line of the file should contain the column names
Define if the file should be imported with the ADD, OVERWRITE, or ADD and UPDATE option
Define the import frequency
Inform Icomm of the option and frequency of the FTP/SFTP in question and the folder where the file(s) will be deposited
According to the defined import frequency, the process will search the FTP/SFTP for the configured file(s).
If a file is found for import, it will verify if there is already a profile with the PROFILENAME referred to in the csv or txt name.
a. If there is no profile, it will create one with the field structure defined in the first line of the file
b. If the profile exists, it will verify if all the columns referred to in the file are part of the profile. If any of the fields are missing, it will append them to the profile.
It will request the import of the file with the defined option.
It is not possible to generate an import process from more than one FTP/SFTP. All files must be deposited on a single server.
It is recommended that the files to be imported do not share a folder with others used for other purposes.
It is advisable that all files to be imported with the same frequency and import typology (ADD, UPDATE, OVERWRITE) and have the same column delimiter, be deposited in a single folder of the FTP/SFTP and we generate a generic import JOB on that folder. This will allow us to minimize the number of import jobs that must be maintained for the instance.
If we define a generic import process on a folder, we cannot then generate another generic or specific job against the same folder.
If new fields are added to the same file for import, they will automatically be created in the profile.
Requirements:
The file must follow the following nomenclature PROFILENAME_[UNIQUEID].[csv|txt]
The first line of the file should contain the column names
Define if the file should be imported with the ADD, OVERWRITE, or ADD and UPDATE option
Define the import frequency
Inform Icomm of the option and frequency of the FTP/SFTP in question and the folder where the file(s) will be deposited
Process definition:
According to the defined import frequency, the process will search the FTP/SFTP for the configured file(s).
If a file is found for import, it will verify if there is already a profile with the PROFILENAME referred to in the csv or txt name.
a. If there is no profile, it will create one with the field structure defined in the first line of the file
b. If the profile exists, it will verify if all the columns referred to in the file are part of the profile. If any of the fields are missing, it will append them to the profile.
It will request the import of the file with the defined option.
Recommendations and Comments
It is not possible to generate an import process from more than one FTP/SFTP. All files must be deposited on a single server.
It is recommended that the files to be imported do not share a folder with others used for other purposes.
It is advisable that all files to be imported with the same frequency and import typology (ADD, UPDATE, OVERWRITE) and have the same column delimiter, be deposited in a single folder of the FTP/SFTP and we generate a generic import JOB on that folder. This will allow us to minimize the number of import jobs that must be maintained for the instance.
If we define a generic import process on a folder, we cannot then generate another generic or specific job against the same folder.
If new fields are added to the same file for import, they will automatically be created in the profile.
Updated on: 06/01/2023
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