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Integration And File Imports

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Presentation on theme: "Integration And File Imports"— Presentation transcript:

1 Integration And File Imports

2 Integration And File Imports
Integration Maps Integration Jobs Importing and History Automation ***Font Size 40 & 22 - Corbel

3 Building an Integration Map
Browse to >Admin>Definitions/Setup/Integration Maps Browse to >Admin>Definitions/Setup/Integration Maps

4 Building an Integration Map
Click New Map Select Job Type, Import or Export Click New Map Select Job Type, Import or Export And Map Type Community is used for Student file imports and similar data. Watch the Direct Certification File and Import Lesson for information on Direct Cert Map Types Watch the Direct Certification File and Import Lesson for information on Direct Cert Map Types And Map Type Community is used for Student file imports and similar data.

5 Building an Integration Map
Designate the File Type. The default is Comma Separated. Select Files and browse to the file you’ll be importing. Designate the File Type. The default is Comma Separated. Select Files and browse to the file you’ll be importing.

6 Building an Integration Map
Select the appropriate fields per position. Solana will determine the number of fields in the file and build the template structure. Select the appropriate fields per position. Solana will determine the number of fields in the file and build the template structure.

7 Building an Integration Map
Be sure to indicate a Match field. Be sure to indicate a Match field. Give your Map an appropriate name and Save Give your Map an appropriate name and Save

8 Building an Integration Map
Once Saved, you’ll have the option to Translate fields. Once Saved, you’ll have the option to Translate fields. Case is commonly translated along with Grades such as -1 to PK. Case is commonly translated as well as Grades such as -1 to PK.

9 Building an Integration Map
Integration Maps are associated with Integration Jobs. This is where the imports will be configured and launched. Integration Maps are associated with Integration Jobs. Browse to >Admin>Integration. Browse to >Admin>Integration.

10 Building an Integration Map
Click the Overflow next to Save and Create New Job Then pick a Job Type Click the Overflow next to Save and Create New Job Then pick a Job Type And Map Type And Map Type

11 Building an Integration Map
Give it a Name and Description (it’s sometimes best to give it the same name as the Integration Map for clarity) Save If the file contains only ACTIVE records, check this option. And now you can Launch the Job Give it a Name and Description (it’s sometimes best to give it the same name as the Integration Map for clarity) Select the Integration Map If the file contains only ACTIVE records, check this option. Save And now you can Launch the Job Select the Integration Map

12 Working w/ Integration Maps
Once launched, a History of the Import is recorded. Once launched, a History of the Import is recorded.

13 Working w/ Integration Maps
Use the dropdown arrow to review informational and/or error messages for the import. It will be blank(!) if the import was error-free. Use the dropdown arrow to review informational and/or error messages for the import. It will be blank(!) if the import was error-free.

14 Working w/ Integration Maps
And Frequency, File Source, etc. Imports done routinely can be automated Select Start Date and Time And Frequency, File Source, etc. Enabling this feature will best be done in conference with a Horizon Engineer as it will likely require our Client (Windows) Service or access to our SFTP directory. Imports done routinely can be automated Select Start Date and Time Enabling this feature will best be done in conference with a Horizon Engineer as it will likely require our Client (Windows) Service or access to our SFTP directory.

15 Thanks for Learning! Please do not hesitate to contact us if you have questions!


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