Upload a File

You can upload and run Excel type custom import mappings in a "run once" fashion. You use the functionality provided by the Run Import Mapping button at Tasks » Custom Import Mappings where you can select the mapping that you want to use for the import, but you upload a temporary import file instead of using an existing import definition file.

Prerequisites:

• Only users who have the Administrator role can upload files.
• Ensure that the server has read/write permissions for the configured upload directory.

Process flow overview:

1. Upload the Excel file using the Run Import Mapping interface.
2. The system validates and sanitizes the filename.
3. The file is saved to a temp folder under the FileBasePath that you configure in appsettings.
4. The file is validated for size and extension.
5. The security scan is performed if configured, based on the scanner type setting that you configure:
   • If the file passes the security scan, it is saved to the Approved folder under the configured FileBasePath.
   • If the file fails the security scan, it is moved to the Quarantine folder under the configured FileBasePath.
6. The status of the file upload is displayed at Tasks > File Upload Logs.
   • Success - The file passed all filename, size, and security requirements and has been moved to the Approved folder.
   • Quarantined - The security scan detected threat(s), and the file has been moved to the Quarantine folder.
7. You can run the Excel import mapping if the file upload succeeded.