Data Source Tab

The Data Source tab shows information about the data source for the current job.

• The Data Source Location dropdown list defines the data source type. The following options are available:
  Note: Import data is limited to 4 MB. Data files larger than 4 MB must be split into smaller files and imported separately.
  • None (default)
  • Attachment
  • FTP
  • SFTP
  • HTTP
  • Database (the only available option for export jobs)
  • Digital (Salesforce B2C Commerce)

  Selecting a location from the dropdown refreshes the page with fields appropriate to that location.

• The following table describes the fields appropriate to each location.

  Data source location	Fields
  Attachment (default selection)	Sample File: To download an example CSV data file for the selected job type, click the sample file icon (). Choose File/ Upload Data: Click Choose File, select a file, then to upload it, click Upload Data. Paste data from clipboard: Checking this box opens a text box where you can paste the data and displays an Upload Clip button. Paste the data in the box and click Upload Clip to upload it.
  FTP/ SFTP/ HTTP/ Digital	These fields define the location and treatment of the import data files. The path can be specified as part of the filename or as part of the external file source (server address), but not both. Note: Import jobs can import multiple files. To prevent extended processing times, a single job only imports the first 50 files that match the specified filename. If a file causes an error, the job continues with the next file in the set. Filename: Define the data filename pattern that the import job looks for, including the path if needed. Use .NET-style string formatting to define the pattern. Datetimes (for example, {0:YYYYMMdd}), *, and ? are supported wildcards). The following options are available: UniqueID: This functionality is deprecated. TimeStamp: A text field containing the filename pattern appears. The default pattern is ImportFile{0:yyyyMMdd}.csv. Custom: A text field containing the filename pattern appears. The default pattern is ImportFile.csv. Post Processing Behavior: (FTP/ SFTP/ B2C Commerce only) Select one of the following options to specify the treatment of the import file after the data has been imported: Keep File: The file remains in place. Delete File: The file is deleted. The service account must have appropriate permission on the file server. If the file contained invalid data, it's instead moved to the Error/yyyyMMdd folder in the same location. Archive File: The file is moved to the Processed/yyyyMMdd folder in the same location. The service account must have appropriate permission on the file server. If the file contained invalid data, it's instead moved to the Error/yyyyMMdd folder in the same location. Environment: (B2C Commerce only) Select Production or Stage to set the destination environment. The default is Production. External File Source: (FTP/ SFTP/ HTTP only) Enter the file location URL and the user credentials for accessing it. If you included the path in the Filename field, then you only need the server address in the URL field. If you selected UniqueID as the filename type, include the path and filename in the URL. If the location type is FTP, you can check the Passive box to use Passive FTP.
  Database	(Only used for export jobs) Select a database query by mousing over the New Search menu. If you have saved any searches, you can access them by mousing over the Saved Searches menu. The procedure for selecting and defining the query is the same as described in Exporting Item Records Using the Quick Export Tool. For database objects other than items, simply select a different record type.

• (Import jobs only) For any location other than a database search, a Format dropdown list appears with the following options:
  • CSV
  • XML
  • Dataset
  In general, only use CSV files. The following settings are available when CSV is selected:
  • Field separator: Select the character used to separate the data fields. The following choices are available:
    • Comma (default selection)
    • Tab
    • Other (enter the desired separator character in the text box)
  • First row contains field names: Check this box if the first row in the data source contains column headings/ field names.
  • Text Qualifier: Select the character used to wrap the data fields. Select a different qualifier when the default field separator can appear in the data. However, it breaks if the text qualifier appears in the data other than as a field wrapper. The following choices are available:
    • " (default selection)
    • '
    • None
• The Preview section lists the number of rows of data in the import source. To show a preview of the data that is imported, click Preview Data.

Navigate to the Scheduling Jobs Topic for more information on scheduling and configuring jobs.