How to use the import action

Sam van de Kreeke

Published: 26-09-2019

Last updated: 27-08-2020

Importing can also be done via actions, this way it is possible to automize imports. To be able to create an import block or an import file, a import definition has to be saved within the application. Let's say that every week companies send you updated data of their products in an import file. They will probably want this information in the application as fast as possible. The best way to do this is to automate it with an action.

  1. Go to the Actions by clicking on the Actions icon in the Builder Bar.
  2. Create a new action by clicking on the New button on the upper left side of the screen.
  3. Choose a description and a model for the action, note that the import file has to be saved in the chosen model. In our case, the chosen model should be the model of the companies, since this is where they would upload their files.
  4. Click on the Save button if you are done with setting up the action.
  5. Now create a new action event for the action by clicking on the plus icon inside of the action.
  6. A new action block will be created. This block should be set to an Import event, this can be done in the Kind drop-down. By doing this the form will get the right format to set up the import.
  7. An object that contains the import file should be selected, this can be done by clicking on the Click to set button. By clicking this button the Variables browser will pop up, in this browser you can choose an object for you import.
  8. Choose the import definition that should be used with the import, if none can be chosen then it should be created within the import configurations.
  9. Choose the file property from the previously chosen object, if there is one file in this object then the file will get automatically selected.
  10. If you are done with setting up the action block you can click the Save button to save it.
  11. You can continue with creating your action to add specific rules to the execution of the import. If you are done with creating your action you can press the Save button to save it. 

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