Data Import into Origami

Origami offers a streamlined and user-friendly process for importing data into the system, mainly through Excel or CSV file formats. This capability helps easily integrate data into specific entities without requiring complex configurations. Below is an overview of the data import process, detailing the steps and options available.

Steps for Importing Data

  1. File Selection:
    • Choose the file for import (Excel or CSV).
  2. Entity Selection:
    • Select the entity to import data into (note: one entity at a time).
  3. Worksheet Selection:
    • If the file contains multiple worksheets, select the relevant worksheet from which data will be imported.
  4. Column Mapping:
    • Map the columns from your file to the fields in the entity.
      • The first row in the file is treated as the header.
      • Fields with matching names will be automatically mapped.
  5. Choose Import Type:
    • Select one of the following options:
      • Update Only (ignores new records).
      • Add Only (ignores existing records).
      • Add and Update (both operations).
    • If you choose “Add and Update,” you will need to select keys for identifying existing records (from the mapped fields).
  6. Handling Repetitive Data:
    • For repetitive field values, you can choose the worksheet again and define a key for linking between worksheets. This ensures correct matching of duplicate entries to the relevant instances.

7. Validation:

  • After mapping and choosing the import type, the system will validate the data for accuracy and consistency.
  • If errors are detected, they will be shown, and you can upload a new file with corrections.
  • If no errors are found, the import process begins.

    8. Import Execution:

    • Once the data is validated, the system starts the import.
    • The process can trigger workflow automations if configured (e.g., workflows triggered by creation or field updates).
    • It’s important to review automation settings to ensure desired actions are triggered during import.

    9. File Size Limitation:

    • The maximum file size allowed for import is 30,000 KB.

      Permissions and Access Control

      • Admin-Level Access:
        • Only system administrators can configure the import settings and manage permissions for users.
      • User Permissions:
        • Import permissions can be granted to specific user groups for different entities. If a user doesn’t have access to a certain entity, they won’t be able to choose it during the import process.

      Key Features of the Data Import Process

      • Dynamic Field Mapping:
        • The system provides intuitive mapping, where fields with the same name are automatically matched, simplifying the import process.
      • Flexibility in Import Type:
        • Flexibility in updating, adding, or both allows tailored control over data integration, ensuring that the right data is added or updated.
      • Validation and Error Reporting:
        • Before proceeding with the actual import, the system checks for errors in the mapping and data consistency. If issues arise, users can correct them by uploading a new file.
      • Workflow Triggering:
        • During the import, configured workflows can be triggered based on the data being created or updated. This ensures that automated processes run seamlessly as data is integrated.

      Import Settings and Automation Considerations

      • Import workflows and automations must be checked to ensure they are properly configured for the intended actions (such as creating records, updating fields, or triggering notifications).
      • The system can automatically run predefined automations based on the imported data, reducing manual intervention.

      Conclusion

      The Data Import feature in Origami provides a straightforward and flexible way to load and update data into the system using Excel or CSV files. It allows for easy mapping, error validation, and automation, ensuring a smooth process for integrating large amounts of data.

      This robust tool is especially beneficial for system administrators and users with import permissions, offering full control over the data integration process while maintaining data consistency and workflow automation.