Rebecca Doris
Articles
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What are the business rules of the CSV connector?
There are a number of rules that control the process of importing data via a CSV file:Address ValidationBuilding address is always required, so the connector can either map to an existing building ...
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What happens if I delete a CSV connector?
This is a highly destructive action. All entities and mappings previously created through that connector will be deleted if you delete the connector.
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How do I cancel the import workflow?
At any point before selecting Submit in the import wizard, you may navigate away and then select Start Over when you return in order to cancel the import and submission. After the final submission,...
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How do I access previously imported files?
Navigate to the Settings tab and under Download Previous Uploaded File select the the Original or the most recently Processed file.
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How do I check on import progress?
Check the Logs tab in the lower left hand corner of the connector config. Customer facing logs are published live in your browser's local timezone, and you can select how far back to review using t...
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How do I make changes to a previous import?
You can import the same or new mappings by navigating the the Mappings tab and importing another file through the import wizard. You should reference the RefIds previously used in order to make cha...
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Why have these entities been merged or duplicated?
BuildingsDuplicatesIf your import file contributes a new address for an existing Building, this will create a duplicate. Check that the address matches the existing address exactly. If you catch a ...
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When should I enable org-scoped identities?
Use org-scoped External Identities if you anticipate that the same entity will be added from multiple connectors within the same organization, or if more than one connector needs to read the Extern...
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When should I disable address validation?
Address validation is enabled by default. Disable address validation in the Advanced Config if you want to ensure that no changes are made to the address you entered. If you disable it: Latitude an...
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When would I invert the Space Zone relationship in the Advanced Config?
You would invert the Space-Zone relationship if your operational logic requires Zones to be treated as higher-level containers than Spaces. By default in the CSV connector, Spaces contain Zones, bu...