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From the left side options column navigate to Date Sources > Bulk Sources > Folder.
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On the File Data Sources window click on the Create Bulk Folder button.
- Select Files at Runtime File Selection option
- Enter a Description.
- File Selection drop down list – choose Select Files at Runtime.
- File Type drop down list – select Microsoft Excel (Note: this is currently the only option available).
- Template File – click on Select files button to select the template file that will be uploaded. (Note: the uploaded file will be used as a template to define the columns and no data from it will be processed).
- Excel Sheet – select the sheet from the workbook that will be uploaded.
- Click Validate to verify the connection to the spreadsheet. (Note: validation must be successful for the Save and Preview buttons to become active).
- Click Preview to display a pop-up window with a sample of the data from the spreadsheet.
- Save the Data Source.
- Load from FTP connection File Selection option
- If FTP is to be used, the Template File Details tab must be completed first.
- FTP Connection – the drop down list will contain FTP Connection(s) created under the Connections option.
- Source Directory – location where the files used for integration are stored.
- Success Directory – files that are processed successfully are moved to this location.
- Fail Directory – files that fail during processing are moved to this location.
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Empty File Action – drop down list which indicates the action should be taken on empty files.
- Leave File – leave empty files in the Source Directory.
- Move File to Failure – move empty files to the Fail Directory.
- Move File to Success – move empty files to the Success Directory.
- Overwrite Files checkbox – mark this checkbox if the files in the Fail and Success Directories should be overwritten.
- Append Date Time – mark this checkbox to add the Date and Time to the files moved to the Fail and Success Directories.
- Click Validate to verify the connection to the spreadsheet. (Note: validation must be successful for the Save and Preview buttons to become active).
- Click Preview to display a pop-up window with a sample of the data from the spreadsheet.
- Save the Data Source.