Web Admin Tool Guide

Create Task Specification for Custom Import Mapping

To automate the import, you must start by creating a task specification. You can then later add a scheduled task on top of this.

To use a Task Specification to automate the import:

  1. Go to Tasks > Task Specifications.
  2. Click New Task.
  3. Select Import External Data (Excel/CSV/SQL Server/Oracle) from the drop-down list for the task type.
  4. In the Add Task Specification wizard:
    1. In the General tab, enter a name and description for your task specification.
    2. In the Local Parameters tab, select your custom import from the drop-down list in the Import mapping field.
  5. Click Save.
    Another of the local parameters, Move imported data files to subfolder, controls what should happen to the file with the external data after the import. When this checkbox is selected, People Planner creates a subdirectory and moves the file to that subdirectory as a backup.