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Procedure documentationCreating a Data Import Monitor Task Locate this document in the navigation structure

Procedure

The data import monitor task monitors a directory on a local or FTP server for new data uploads, in the form of CSV files, and imports the data at a specified interval.

To create a data import monitor task:

  1. Navigate to   Setup   System Setup   Scheduled Tasks   Scheduled Tasks  

  2. On the Scheduled Task page, choose Create.

  3. In the Creating: Scheduled Task dialog box, select Data Import Monitor and choose Create.

  4. On the Creating: Scheduled Task page, enter the frequency, start date, and start time of the data import monitor.

  5. Choose the Edit icon for Advanced Configuration Properties.

  6. In the Creating: Data Import Task Configuration dialog box, under Data Storage, select a data location (Local Directory or FTP).

  7. Enter the directory and other information about the data location you selected.

  8. Under Notification, select receipt and completion notification types.

  9. Choose OK and save your changes.