Import Package

Import package is a specific kind of a package, which loads data to a cloud CRM or a relational database. Data can be imported from a cloud CRM, relational database, or CSV files.

To create an Import package, navigate to the Integration Packages page by clicking Integration in the menu on the left side of the page, click the New button and then click Import. This will open an Import Package editor page.

In the import package editor, you will need to perform the following actions:

1.Specify the data sources you import data from and to and connections to them.
2.Create import tasks for the package or add predefined ones.
3.Optionally schedule the package for automatic execution.

 

Package Connections

 

Source Connection

By default, a package is configured to import data from manually uploaded CSV files. You can configure your package to load CSV files from file storage services
 
If you want to load data from CSV files, uploaded to a file storage service or FTP, click My PC in the Source header.

selecting-dropbox-type

Then select the source of CSV file(s) - a file storage service or FTP, and after this select the Source Connection. If you haven't created the source connection yet, click the New button and create a new connection. See the topics in the File Storages section to find out how to create a connection to the corresponding file storage service.

selecting-dropbox-connection
 

 

Import package can also load data directly from a relational database or from cloud source.

If you want to create such a package, click CSV in the Source header and select the corresponding database server or cloud application from the drop-down list. You can use the Search box to quickly find the necessary source.

 
source-type-selection
 

Then select the Source Connection. If you haven't created the source connection yet, click the New button and specify the connection parameters in the New Connection dialog box. See the Connections section for more details.

source-connection-selection

 

Target Connection

In the Target header click Select and select the corresponding database server or cloud application from the drop-down list. You can use the Search box to quickly find the necessary source.

 

target-type-selection

 

Then select the Target Connection for the package. If haven't created a target connection yet, click the New button and create a new connection (learn how).

 
target-connection-selection

 

Creating Tasks

To create an import task manually, click the + Add task button and configure a new import task in the Import Wizard as described in the How to Create Import Task topic.

Other Package Settings

You can rename your package by clicking the btn-edit-name Edit name button near the automatically generated package name. By default, the package name is generated based on the import task operations and target object or table names.

Optionally select the Preserve task order check box if you want to perform import tasks in the same order they are added to the package. By default Skyvia analyzes data relations, and executes tasks in order depending on these relations.

You can schedule your package for automatic execution. See Scheduling Packages for more details.

After you have configured your package, click the Save button.

Editing Existing Package

Editing existing package is performed via the same package editor page with the same interface elements as when creating a new package. To edit a package, on its Details page click Edit.

In the package editor, you can change connections, add, edit, or delete tasks, enable, configure, or disable package schedule, etc.

For a package that imports manually uploaded CSV files, you can quickly re-upload new files in the following way: on the package editor page point to the task and click Reload Source. Then browse to the necessary file and upload it. Note that this file must have the same columns as the previous one. Otherwise, you may need to edit a task and reconfigure the mapping.

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To edit a task, on the package editor page point to the task and click Edit. Import Wizard will open. You can edit an import task in the same way as you create a new one.