Create a new import

Overview

In this article, we describe how to create a new import in DataBridge.

Intended Audience

This article is intended for persons who are administrators for DataBridge.

Prerequisites

The following prerequisites are required before you follow the steps below.

A (demo) subscription of DataBridge. To sign up, follow this URL: https://my-databridge.infobridgeuniverse.com/Account/SignUp
A SuperOffice CRM login name with administrator rights
A cloud storage provider, like Dropbox, Microsoft OneDrive, Google Drive or an FTP server.

Create a new import in DataBridge

Log into DataBridge
Click Create New Profile

The Create New Profile wizard will start. All the different steps are described in detail below

Create a new profile
Configure profile
Configure source
Create a new import#Transform
Configure fields
Destination Settings
Profile Settings
Create a new import#Summary

Create profile

Start the creation of a new import profile by clicking the Create New Profile button

Create New Profile
Name	Enter a name for your profile

Location and destination
Location	Select the location you want to import your data from (Upload, Dropbox, Google Drive, OneDrive, FTP, Google sheets)
Destination	SuperOffice CRM Online

Click Next to continue.

Configure profile

In this step, you have to set your connections to SuperOffice CRM and a (cloud) storage provider.

Besides the connections, you also have to select your import file.

Click Next to continue.

Configure source

Indicate what the import source looks like. e.g.: with headers or not, what delimiter is used, etc.

Click Next to continue.

Transform

In this step, you can add transformations. With transformations, you can apply transformations to the data and columns.
Note: this is optional.

More information on all available import transformations can be found here.

Click Next to continue.

Configure fields

Map the input fields to the output fields. Click the drop-down list for each of the columns and choose the correct destination fields. Double check each of the columns, so that you are absolutely certain that the imported data ends up in the correct column.

For an overview of all the import fields please have a look at this article.

Click Next to continue.

Destination settings

Settings to process the data, like number format. The deduplication option is very important. Add list items and settings default values for new items can also be set on this page.

Transformations
Number format	Select the format of the decimal values in your data
Date format	Select the format of the date values in your data

SuperOffice CRM Online
Duplicate match	Select the fields that are used for duplicate checking
Secondary duplicate match	Select the fields that are used for the secondary duplicate check. The secondary duplicate check is executed when the primary is skipped because of empty checking fields in the source
Action	Select what needs to be done with duplicates. Add, merge, replace or skip
Add new companies to selection	Automatically add new items to a new SuperOffice selection, more info
Add updated companies to selection	Automatically add updated items to a new SuperOffice selection, more info

Advanced settings
General	Mark selections as completed, more info
Lists	Settings for phones, email, URLs and list items
Default values	Default values for new items

Click Next to continue.

Profile settings

In the profile settings, you can specify how and when you want the import job to run.

Note: Scheduled and triggered profiles are only available for (cloud) storage locations such as Google Drive and FTP.

Manual
Notifications	Specify where and when to receive notifications; after a successful and/or failed run
Actions	Option to delete the source file after successful job completion

Scheduled
Scheduled	Select when (Hourly, Daily, Weekly or Monthly) and from which date the schedule should start, more info
Notifications	Specify where and when to receive notifications; after a successful and/or failed run
Actions	Option to delete the source file after successful job completion

Triggered

The job will be executed according to the profile configuration when a request is made to a specific secret URL. There are 2 options that you need to enable separately with the toggle button:

Triggered jobs, allows you to create and run a triggered job in a background process by calling a URL. This is a long-running process and the execution is the same as with SCHEDULED jobs. Calling a triggered job is limited to once per 15 minutes on each profile, more calls to the same trigger URL will fail; this fair use policy is maintained to keep the load on DataBridge and SuperOffice CRM Online acceptable.
Instant jobs, allows you to create and run an instant job directly in the browser by calling a URL with parameters. Because the work is done directly in the browser request, this is only suitable for limited work; for example, if you just want to export a single record to a file for further processing.

Please read the information in this article carefully if you want to use this advanced functionality.

Notifications

Specify where and when to receive notifications; after a successful and/or failed run

Actions

Option to delete the source file after successful job completion

Click Next to continue.

Summary

A summary of all the settings is shown including an overview of the field configuration.

Save and process now: This option is available when you have selected a manual schedule. This will save your profile and process it now.

Save: Save your profile.

Extending the idea

This article describes how to create an import profile. If you want to create an export profile see this article.

Summary

You have learned to create an import profile.