Directly loading data in TemplateOne

Introduction

Important: Always make sure that your input data is formatted according to the templateOne data model. See Input tables of TemplateOne.

To use the TemplateOne you must load your data into TemplateOne. By default, TemplateOne is configured to load datafiles that have been exported from a connector, but it is also possible to directly load files into TemplateOne without using a connector. This can be a .CSV file, but it is also possible to read in other file types. Moreover, it is possible to connect to a database via an ODBC connection or to connect directly to your SAP system.

See Connection String Types for a complete overview of the connection types.

See Set up Native SAP Extraction if you want to connect TemplateOne directly to your SAP system.

Note: If you want to add business data to TemplateOne, for example, tags, due dates, or automation estimates, you must use a connector to create a proper dataset for use with TemplateOne. This can for example be the Basic Connector, the SAP Order-to-Cash Connector, or the SAP Purchase-to-Pay Connector. See .

Uploading a data file to the server

If you want to use .csv files or other input files to load the data in TemplateOne, you must first upload the data files to the server.

Follow these steps to upload an input data file to the UiPath Process Mining server.

Step	Action
1	Go to the Superadmin Server Data tab.
2	Right click in the files panel and select New folder….
3	Enter a name for the folder, for example TemplateOne data, and click on OK.
4	Right-click on the new folder and select Upload file….
5	Drag the input data file onto the Upload File dialog and click on OK to upload the data file to the server.

The data file is uploaded to the server.

Loading the data into TemplateOne

Follow these steps to load data into TemplateOne.

Step	Action
1	Open TemplateOne in your developer environment. Note: Since there is no data associated with this application an error message is displayed. Click on OK to close the message.
2	Go to the Data tab.
3	Double-click on the Cases table.
4	Enter the connection string in the Connection String field. See Connection String Tables.
5	Click on OK to load the data.

When loading data into TemplateOne, the attributes that are identified as correctly defined are automatically mapped to the corresponding attribute in TemplateOne.

However, also new attributes can be detected. These attributes must be mapped to the proper attributes in TemplateOne. You can do this the same way as in the Basic Connector. See Mapping Attributes.