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Select the Source for Data to Import

The type of source file you choose on the Select Source Type screen dictates what fields and options are available on the Select Source screen.

You are allowed to upload a file with multiple segments.

Fixed Width

  1. Click the Lookup button (...) next to the Select File to Import field.

  2. Navigate to the data file you want to use. A preview of the file will appear.

    Depending on how much data is contained in your file, it might take a few minutes for the preview to appear or refresh.

  3. If the file contains a header row, check the File Has Header Row check box.

  4. To the right of the Select File section, you can specify settings for:

    • Name - Set the column heading name.

    • Start - Set what number the records should start on.

    • Length - Set the column width in number of characters.

    • Pad Char. - Set the column padding width in number of characters.

    • Align - Set the alignment (left or right) for the values in each row.

  5. Click Next to advance to the Select Module screen.

Delimited Text File

  1. Click the Lookup button (...) next to the Select File to Import field.

  2. Navigate to the data file (.txt or .csv) you want to use. A preview of the file will appear.

    Depending on how much data is contained in your file, it might take a few minutes for the preview to appear or refresh.

  3. If the file contains a header row, check the File Has Header Row check box.

  4. Select one of the option buttons to specify what character in the file serves as the delimiter: Comma, Tab, Semicolon, Space, or Other.

  5. Click Next to advance to the Select Module screen.

Microsoft Excel

  1. Click the Lookup button (...) next to the Select File to Import field.

  2. Navigate to the data file you want to use. A preview of the file will appear.

    Depending on how much data is contained in your file, it might take a few minutes for the preview to appear or refresh.

  3. If the file contains a header row, check the File Has Header Row check box.

  4. Click Next to advance to the Select Module screen.

External Data Source

  1. In the Provider field, select the type of data source:

    • Access

    • Microsoft SQL Server

    • MySQL

    • Oracle

  2. In the Server field, enter the server name.

  3. In the Database field, enter the database name.

  4. Under Authentication, select Windows Authentication or SQL Server Authentication.

  5. If you selected SQL Server Authentication, enter the User Name and Password for SQL Server. Otherwise, skip this step.

  6. In the SQL Command field, enter the SQL statement for your import.

  7. Click Retrieve Data.

  8. If the connection was successful, click Next to advance to the Select Module screen.