jCore Importer Overview
- Mercedes Rothwell
Terms
Term | Description |
|---|---|
Importer project | An importer project (loader) is a configuration for receiving data in a specific format and updating corresponding entries in the database. Different projects are created for importing various objects and data types, such as Employee Licenses, a list of Companies, Adjustments, Trades, and Recurring Revenue. |
Reporting and error handling | The Data Load Reports web page displays the results under the Client Side Imports node. |
Dynamic and regular adjustments |
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Features
Feature | Description |
|---|---|
Importer Template | This provides the user with the proper spreadsheet layout for a project. Use the Format button to download the Data Importer Template. Then, input data into the template. |
Confirming a successful load | Using the Transaction Monitor or Account Monitor, you can verify that all data has been loaded correctly by filtering transactions or accounts by file name. |
History and Undo | The History and Undo features allow you to undo a client-side import that did not work as expected. |
XML to CSV conversion | Inbound data files are sometimes in complex and hard-to-read formats, such as fixed-length and looping structures (e.g., DTCC). The XML to CSV conversion utility can convert these formats to a CSV format that is easy to load into a spreadsheet. This feature is useful for clients who wish to modify data before importing it. |
Formats and Limitations
The client-side Importer supports the following inbound data formats:
CSV
XLS
Data size limitations
We do not recommend loading files >10,000 rows using the Importer. Instead, put them in your SFTP server. Our data team will load them using the larger capability servers that we use for overnight importer processing.
Excel spreadsheet formatting
If you use a currency in Excel, it automatically formats the cell with a comma and decimal point. A comma may cause issues. Remove commas and currency symbols in numerical columns of Excel.
Remove commas in names such as “Microsoft, Inc.”
Remove leading zeros in account numbers and Rep IDs.
Format columns as text, not numbers.
Projects
The Projects window contains five action buttons and a list of projects.
Button / Column Name | Description |
|---|---|
IMPORT | Imports the project data to the system. |
HISTORY | Lists project changes made during a specific period. |
FORMAT | Downloads a data importer template. |
XML TO CSV | Converts .XML files to .CSV. |
CANCEL | Cancels the last unsaved changes. |
ProjectName | A list of Projects in MS Excel format. |
Required Input File | If the project requires an input file (yes/no). |
Description | Description of the project. |
