Importing data into forms by using Data Import

Data Import loads data from a source file into an AR System form. A command-line interface (CLI) is also available for both Windows and UNIX. See Enabling the Data Import utility.

Before you begin

Complete all edits on the data file before you start Data Import. Do not edit the data file between the time you open Data Import and the time you start the actual import operation.

Related topics

Exporting-and-importing-definitions

To import data into a form

  1. Export the source data to a file compatible with Data Import.
    See Exporting-the-source-data.
  2. Define Data Import preferences.
    See Defining-Data-Import-preferences.
  3. Make sure that adequate space exists where the import log file will reside.
    Data Import writes error messages and failed records to a log, which can become quite large.
  4. Make sure that the database has adequate space to store the imported records.
    Contact your database administrator for assistance.
  5. Create a mapping file.
    See Creating-mapping-files.
  6. Import the file.
    See Running-a-data-import.

For more information about importing data into AR System forms see the following topics:

Task

Reference

Access the Data Import feature and log in to the AR System server. Also, learn how to change the current 

Prepare the source file by exporting data from different formats, such as AR Export, AR XML, CSV, ASCII.

Set preferences to define how Data Import handles duplicate records and how it resolves conflicts during an import operation.

Create mapping file to specify which fields on the target form will be populated.

Use the Data Import tool to run a data import job.

Run a data import job by using the Data Import command-line utility.

 

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