- Release notes
- Before you begin
- Getting started
- Integrations
- Managing access
- Working with process apps
- Creating apps
- Loading data
- Uploading data
- Retrieving the SQL Server database parameters
- Setting up a SQL Server account for data upload using an extractor
- Loading data using Theobald Xtract Universal
- Customizing process apps
- Data transformations
- TemplateOne app template
- Purchase to Pay app template
- Order to Cash app template
- Basic troubleshooting guide
You can use a sample dataset, upload a dataset with .tsv or .csv files, or load data using an extractor. The data is ingested after you have created the new process app.
Use Sample Data
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Select the Use sample data option button.
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Select Save & Review.
See the illustration below.
The Use sample data option is only enabled if sample data is available for the process app.
The Review details step is displayed.
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Review the properties of the new process app.
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Select Ingest data and publish app.
See the illustration below.
Upload a Dataset with .tsv or .csv Files
It is also possible to upload a dataset using .tsv files, or .csv files.
For large amounts of data, it is recommended to use CData Sync or Theobald Xtract Universal (for SAP) to upload data.
When you create a new process app, always make sure that the data is in the required format for the app template that you use to create a new app. See App Templates.
Table names and field names are case-sensitive. Always make sure that the field names (column headers) in your dataset match the field names listed in the input tables and that the file names match the table names.
Make sure the .csv or .tsv files have the suffix _raw.
Follow these steps to upload data files.
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Select the Upload data option button.
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Drag and drop one or more files that contain the data for the process app, or select
to select the files from your computer. Click on Save & Review.
See the illustration below for an example.
The Review details step is displayed.
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Review the properties of the new process app.
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Select Ingest data and publish app.
See the illustration below.
Upload Data Using an Extractor
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Select the Upload data using extractor option button.
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Click on Save & Review.
See the illustration below.
You can copy the SAS uri for use in the extractor in the Upload data using extractor step later in the app creation process.
The Review details step is displayed.
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Review the properties of the new process app.
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Click on Create app.
See the illustration below.
The Upload data using extractor step is displayed.
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Click on
to copy the upload uri to the clipboard. -
Upload data using an extractor.
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Click on Finish.
See the illustration below.