sections in the article
This article explains the functionality of the File import module, available in Print 2.0.
About Print modules
Print 2.0 currently contains four standard modules, as well as modules available as add-ons. Each module serves a separate Print operation.
The File import module is part of the add-on functionality and allows you to upload an external .csv file and connect it to your inriver data.
Print 2.0 add-on modules will only be available if your organization has purchased the add-on functionality.
Learn more about the other modules available in Print by reading about the Print 2.0 user interface.
About the File Import module
In the File Import module, you can
- drag and drop .csv files.
- give a new name and a description to the files.
- choose specific fields to upload.
- create a link between data sources.
- add the .csv fields to the correct configuration.
How to import a file in Print
In the File Import module,
do the following:
- Click NEW FILE
- Give a Name to your file.
You can also give it a Description.
- Drag and drop the .csv file that you want to use, in the designated area.
Alternatively, you can click on the designated area and browse for your file.
- Select the columns from this .csv file that you want to upload, using the Fields area.
You can also link a column from the .csv file with an inriver Field by adding the inriver Field name in Key Location.
- Click CREATE when you're done.
Your new file has been imported and is now available as a Field for a configuration.
Adding the imported file to a configuration
After importing the .csv data, they are made available in the Configuration module. This means that you can edit the configuration you want to add the data to and add a new Field that contains .csv data.
Use the Content area of the configuration being edited to look for the uploaded data by typing
File_. An overview of the possible data fields will appear, to help you find the data you want.
The Key Location of the imported file needs to be on the same Entity level as the main Entity level.
For information on how to create a new configuration and how to add Fields to it, read Creating a new configuration with floating model options.