Microsoft C360 manual Simple Import, Text Source, Setting up the Data Source Upload File

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Simple Import

The Simple Import guides covers a simple bare bones import when using either a text file or a

SQL (ODBC) data source.

Text Source

Follow the guide in this chapter step by step if you want to setup a simple import from a text file. This guide will not cover dynamic fields, transformations and deletions and will only skip over match criteria lightly.

Setting up the Data Source:

1. Upload File.

Right click "Data Files" in the tree menu to the left and select "Upload New".

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Contents C360 Import Manager User Guide Table of Contents Features IntroductionInstallation and Setup Installer Startup RequirementsShort Version Detailed VersionWelcome End-User License Agreement Destination FolderReady to Install Database ServerInstalling CompletedEdit web.config ConnectFile Download Security Warning IE Security WarningSelect Installation Folder Confirm Locate login information CompleteLogin Start ImportManagerStarting up/connecting FinishedLicense Creating a ServerCreate Server Choose Server TypeConnection Information Choose licensing methodCreating a User Add UserUser Details Save User Associating ServerUser Associated Log CheckSetting up the Data Source Upload File Simple ImportText Source Browse to the file New Data Source Data SourceText File Settings Setting up the Package New Package DoneOverview Page Setup Import Rule Import Rules Overview Matching Add Filter Add Conditions Page Field Mapping Page Run Import Page Done Setting up the Data Source New Data Source Odbc SourceData Source Selection Odbc Settings Select * from ContactsSetting up the Package Create Package Package OverviewSetup Import Rule Create Rule Rule Overview Matching Field Mappings Save & Run Finished FAQ and Common Errors Login failedRemote name could not be resolved ‘local Error Appendix a Installing SQL