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  • Created at – date of the imported file upload

  • Created by – Backoffice user who uploaded the import file

  • Model – the type of data set imported (coupon, coupon pool, event, customer, reward, store, challenge, customer field, customer mapping rule, product, user group)

  • Status

    • Uploaded – the import file has been uploaded successfully, but the import settings have not been configured yet

    • Pending – the import file is uploaded successfully, and the import settings are configured, but the import process has not started yet

    • Processing – the import process is in progress

    • Finished – the import process has been finished

    • Failed – the import process has failed
      If the issue persists, please contact the Antavo Service Desk.

    • Active - the import configured with repeated scheduling will trigger an import on the next scheduled time

    • Inactive - the import configured with repeated scheduling will not trigger an import on the next scheduled time

  • Filename

  • Filesize
    The size of the import file is in bytes.

    Anchor
    download
    download

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  • Upload – upload the CSV or JSON file in the Filename field by clicking the ‘Choose file’ button
    You have the option to populate the uploadable CSV file based on a template. This file contains all the fields that are listed on the page, including the custom fields of the entity.
    Obtain this by clicking the ‘Download’ button.

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  • URL
    Insert the URL where the import file is accessible in the ‘Url’ field.

  • SFTP or FTPS file transfer protocols
    Define the Host, Port, User, Pass, and Path connection details in the corresponding field. Also, a Cleanup method can be selected to rename or delete the import file after it has been processed.

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In case the upload is successfully processed, you’ll first file find a success message at the top of the page, which means you can continue the data import configuration.

Once the import file has been uploaded, the import is added to the list of imports on the Imports page with ‘uploaded’ status. If you don’t want to complete the import configuration right after the upload, you can come back anytime through the 'Setup' button that appears next to the import in the list.

Field Settings
Anchor
mapping
mapping

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There’s no limit on the number of items to be included in an import file.

Import

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details

After the import has been created, you are automatically navigated to the View tab of the import page to track the status of the import which is visible in the upper right corner. You can reach this page anytime from the Imports list by clicking the ‘Details’ button of the import.

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Info

In order to prevent access to personally identifiable information, Backoffice administrators can determine which access level users can perform downloads under the Roles page.

Inactivate and reactivate repeated imports

You can inactivate repeated scheduled imports anytime by following these steps:

  • Click the ‘Set inactive' action button on the upper right corner

  • Confirm your choice in the dialog that appears.

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Once the import is inactivated, the button is replaced by a ‘Set active’ action button that you can use when you decide to reactive the import again.

Change import schedule

The scheduling of previously created scheduled imports can be updated through the Import page by following these steps:

  • Navigate to the Imports module page

  • Click the ‘Details’ button in the corresponding row

  • Navigate to the Change schedule Schedule tab

  • Modify scheduling settings as needed
    Switching between On-date and Repeated schedule types is not possible.

  • Click ‘Update’ to save your changes

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Note

Please note that changing schedule settings is not applicable to On-date scheduled imports that have already run their courses.

Logs

A 'Logs' tab is automatically added if the import was created with repeated scheduling, The page lists all the runnings of the configured import with the date of running, and the current status which can possibly be:

  • Processing – the import process is in progress

  • Success – the import process has finished

  • Failed – the export process has failed
    Please contact the Antavo Service Desk for further information if the issue persists.