An Import Sources record ties an Import Source Type with a target entity. You can also specify your own business logic for handling the matching and posting processes in an Import Run. You must specify an Import Source each time you run the Generic Import Wizard.

Attachments Tab

The Attachments tab lists any files relevant to the Import Sources record.

General Tab

Name (Required)

The name of the import source.

Import Source Type (Required)

The type of data to import. This field links to the Import Source Types service.

Mapping Entity (Required)

The destination entity for the import. In other words, this is the entity that you want to add the imported data to.

Record Template

This field specifies a Record Template for the Mapping Entity. If you specify a record template, records created by the Import Runs posting function will use the default specified in the template if the import file does not specify a value for a particular field. This is particularly useful if your entity has a required field that does not have a mapped field in the import file.

For example, if your entity contains a required Category field that is not in your source data, the import will fail since new records cannot be saved without specifying a Category. However, if you use a Record Template that specifies a default Category, the import will success since the posting process will use the information in the Record Template if not provided by the import file.

Record Match Assembly Name

This field specifies the name of a .NET assembly that specifies the logic the system will use when matching records in an import run. If left blank, the system uses the standard record matching logic.

Record Match Object

This field specifies the Aptify Object Repository location of the Record Match assembly's object. If left blank, the system uses the standard record matching logic.

Record Match Class

The class in the Record Match assembly that implements client-specific record matching logic. If left blank, the system uses the standard record matching logic.

Record Post Assembly Name

This field specifies the name of a .NET assembly that specifies the logic the system will use when posting records in an import run. If left blank, the system uses the standard record posting logic.

Record Post Object

This field specifies the Aptify Object Repository location of the Record Post assembly's object. If left blank, the system uses the standard record matching logic.

Record Post Class

The class in the Record Post assembly that implements client-specific record posting logic. If left blank, the system uses the standard record posting logic.

Comments

This field stores any comments related to this import source.

Import Runs Tab

This tab is a list view of the Import Runs that use this record as their Import Source.

Import Source Columns Tab

See About the Import Source Columns Form for more information.