The services provided by the add-on allow you to import data from source locations outside of EBX® to your repository. The location you initiate the import from determines the target for the import. For instance, running the import service from a table's Actions menu, sets the table as the target. Running the service from a dataset's Actions menu sets its tables as the targets. Overall, steps to complete these procedures are the same, except some details such as mapping differ. As outlined below, the import process includes:
Selecting the source data. Currently supported source formats include XLS, XLSX, CSV and SQL. Importing from SQL is supported at the table level only and requires administrative configuration.
Defining any required mappings or transformations. The add-on automatically maps source fields with those in the target that have the same name. If required, you can use the add-on's drag-n-drop functionality to create or update mappings. If you want to apply transformations to your data, you can use built-in functions to modify data during import. For more information on the topics of mapping and transformations, see Map and transform overview.
Optionally, running a simulation to preview the import result. This allows you to update or fix your data before the import to prevent any potential errors.
Saving settings as a template for later reuse. When import operations require the use of transformations or custom mappings, you can use templates to store these settings. This alleviates you from having to redo the same tasks each time you perform a specific import.